Ampfield Management as of Sept. 30, 2021
Portfolio Holdings for Ampfield Management
Ampfield Management holds 13 positions in its portfolio as reported in the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TransDigm Group Incorporated (TDG) | 38.1 | $44M | 70k | 624.57 | |
| Lgi Homes (LGIH) | 31.1 | $36M | 251k | 141.91 | |
| Five Below (FIVE) | 15.7 | $18M | 102k | 176.81 | |
| Ross Stores (ROST) | 10.5 | $12M | 111k | 108.85 | |
| Microsoft Corporation (MSFT) | 1.0 | $1.1M | 4.0k | 281.80 | |
| Fusion Acquisition Corp Ii Com Cl A | 0.8 | $958k | 99k | 9.71 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $717k | 269.00 | 2665.43 | |
| Ithax Acquisition Corp Cl A Shs | 0.6 | $695k | 71k | 9.75 | |
| Facebook Cl A (META) | 0.6 | $647k | 1.9k | 339.45 | |
| Boa Acquisition Corp Com Cl A | 0.5 | $532k | 55k | 9.71 | |
| Ibere Pharmaceuticals Shs Cl A | 0.4 | $432k | 45k | 9.70 | |
| Tailwind Two Acquisition Cor Shs Cl A | 0.2 | $244k | 25k | 9.74 | |
| Ithax Acquisition Corp *w Exp 02/01/202 | 0.0 | $19k | 31k | 0.61 |
