Ampfield Management as of June 30, 2021
Portfolio Holdings for Ampfield Management
Ampfield Management holds 16 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TransDigm Group Incorporated (TDG) | 35.3 | $43M | 67k | 647.28 | |
| Lgi Homes (LGIH) | 32.1 | $39M | 242k | 161.94 | |
| Five Below (FIVE) | 15.2 | $19M | 96k | 193.27 | |
| Ross Stores (ROST) | 11.2 | $14M | 111k | 124.00 | |
| Microsoft Corporation (MSFT) | 0.9 | $1.1M | 4.0k | 270.99 | |
| Fusion Acquisition Corp Ii Com Cl A | 0.8 | $963k | 100k | 9.67 | |
| Warrior Technologies Acqui C Com Cl A | 0.7 | $839k | 87k | 9.68 | |
| Mcap Acquisition Corp Com Cl A | 0.7 | $809k | 84k | 9.63 | |
| Ithax Acquisition Corp Unit 12/31/2027 | 0.6 | $764k | 77k | 9.99 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $674k | 269.00 | 2505.58 | |
| Facebook Cl A (META) | 0.5 | $663k | 1.9k | 347.85 | |
| Boa Acquisition Corp Com Cl A | 0.4 | $535k | 55k | 9.67 | |
| Ibere Pharmaceuticals Shs Cl A | 0.4 | $431k | 45k | 9.68 | |
| Quantum Fintech Acquistin Common Stock | 0.3 | $405k | 42k | 9.76 | |
| Tailwind Two Acquisition Cor Shs Cl A | 0.3 | $370k | 38k | 9.67 | |
| Astrea Acquisition Corp Com Cl A | 0.1 | $109k | 11k | 9.66 |