AMPFIELD MANAGEMENT, L.P. Holdings

AMPFIELD MANAGEMENT, L.P. is an investment fund managing more than 68.76M US dollars. The largest holdings include LGI Homes, Five Below and TransDigm Group Incorporated. In Q2 2022 the fund bought assets of total value of -5.26M US dollars and sold assets of total value of 16.83M US dollars.

$68.76M

portfolio value

+3.51%

quarter

-32.35%

1 year

AMPFIELD MANAGEMENT, L.P. portfolio changes

Portfolio changes (number of shares)
Period	Buy	Sel
Q2 2021	22721000	13189000
Q3 2021	-3127000	3059000
Q4 2021	9139000	21403000
Q1 2022	2259000	17936000
Q2 2022	-5261000	16832000

AMPFIELD MANAGEMENT, L.P. 13F holdings

Stock	Position type	Portfolio share	Portfolio value	Avg. open price	Current price	P/L	Last change
Residential Construction LGI Homes, Inc. Portfolio share: 39.40% Portfolio value: 27.09M Avg. open price: $104.24 Current price: $97.54 P/L: -6.42% Bought +3.86% shares Q3 2022	share	39.40%	27.09M	$104.24	$97.54	-6.42%	Bought +3.86% shares Q3 2022
Specialty Retail Five Below, Inc. Portfolio share: 39.39% Portfolio value: 27.08M Avg. open price: $190.89 Current price: $184.43 P/L: -3.38% Bought +4.11% shares Q3 2022	share	39.39%	27.08M	$190.89	$184.43	-3.38%	Bought +4.11% shares Q3 2022
Aerospace & Defense TransDigm Group Incorporated Portfolio share: 17.64% Portfolio value: 12.13M Avg. open price: $595.99 Current price: $617.09 P/L: +3.54% Sold -14.78% shares Q2 2022	share	17.64%	12.13M	$595.99	$617.09	+3.54%	Sold -14.78% shares Q2 2022
Internet Retail Carvana Co. Portfolio share: 3.56% Portfolio value: 2.44M Avg. open price: $119.29 Current price: $7.7 P/L: -93.55% Bought +22.72% shares Q2 2022	share	3.56%	2.44M	$119.29	$7.7	-93.55%	Bought +22.72% shares Q2 2022

Showing TOP 4 AMPFIELD MANAGEMENT, L.P.'s 13F holdings.

Frequently Asked Questions (FAQ)

What is the biggest position of AMPFIELD MANAGEMENT, L.P.?

The biggest position of the AMPFIELD MANAGEMENT, L.P. is LGI Homes, Inc. (LGIH) with 39.4% portfolio share worth of 27.1M US dollars.

Who is the portfolio manager of AMPFIELD MANAGEMENT, L.P.?

The portfolio manager of the AMPFIELD MANAGEMENT, L.P. is .

What is the total asset value of the AMPFIELD MANAGEMENT, L.P. portfolio?

AMPFIELD MANAGEMENT, L.P. total asset value (portfolio value) is 68.76M US dollars.

Who is ?

is the portfolio manager of the AMPFIELD MANAGEMENT, L.P..

What is (AMPFIELD MANAGEMENT, L.P.) fund performance?

AMPFIELD MANAGEMENT, L.P.'s quarterly performance is +3.51%, annualy -32.35%.

What is the AMPFIELD MANAGEMENT, L.P. CIK?

AMPFIELD MANAGEMENT, L.P.'s Central Index Key is 0001853635 .