Ampfield Management as of March 31, 2022
Portfolio Holdings for Ampfield Management
Ampfield Management holds 7 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Five Below (FIVE) | 35.7 | $31M | 196k | 158.37 | |
| Lgi Homes (LGIH) | 27.8 | $24M | 247k | 97.68 | |
| TransDigm Group Incorporated (TDG) | 20.4 | $18M | 27k | 651.53 | |
| Carvana Cl A (CVNA) | 13.5 | $12M | 98k | 119.29 | |
| Microsoft Corporation (MSFT) | 1.4 | $1.2M | 4.0k | 308.20 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $751k | 269.00 | 2791.82 | |
| Meta Platforms Cl A (META) | 0.3 | $283k | 1.3k | 222.48 |
