Ampfield Management, L.P. Portfolio Holdings by Sector
Ampfield Management, L.P.
- $109 Million
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Aerospace & Defense | Industrials
TDG 1 stocks |
$54,618
50.72% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Residential Construction | Consumer Cyclical
LGIH 1 stocks |
$35,922
33.36% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Retail | Consumer Cyclical
FIVE 1 stocks |
$16,899
15.69% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Apparel Retail | Consumer Cyclical
ROST 1 stocks |
$243
0.23% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|