Ampfield Management as of Sept. 30, 2022
Portfolio Holdings for Ampfield Management
Ampfield Management holds 4 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Lgi Homes Comm (LGIH) | 39.4 | $27M | 333k | 81.37 | |
| Five Below Comm (FIVE) | 39.4 | $27M | 197k | 137.67 | |
| Transdigm Group Comm (TDG) | 17.6 | $12M | 23k | 524.81 | |
| Carvana Comm (CVNA) | 3.6 | $2.4M | 121k | 20.30 |
