AltMountain

Ampfield Management

New York, NY · CRD 292722
Hedge fund manager

Ampfield Management is an SEC-registered investment adviser based in New York, NY that reports managing 3 hedge funds on Form ADV. It reports $774.0 million in regulatory assets under management. Its private funds, of all types, hold $678.0 million in gross assets. Its disclosed U.S. stock holdings returned an estimated +9.3% 2026 YTD through Jun 30 (S&P 500: +9.5%), based on 13F filings. Over a longer period they returned an estimated +58.2% from Q3 2024 to Q2 2026, compared with +37.2% for the S&P 500, based on 13F filings.

Regulatory assets under management
$774.0 millionForm ADV Item 5.F
Gross assets of private funds
$678.0 millionAll private fund types, Form ADV
Hedge funds managed
34 private funds in total
Employees
8Form ADV Item 5.A
Registration
SEC-registered adviserCRD 292722
Latest Form ADV
04/22/2026Disciplinary disclosures: none reported

Estimated 13F portfolio performance

Estimated by AltMountain, derived from the firm’s public Form 13F filings. Not reported by the firm and not the return of any fund.

Estimated from 13F · 2026 YTD+9.3%Through Q2 2026 · S&P 500 +9.5%
Estimated from 13F · 2-year+58.2%Q3 2024 – Q2 2026
S&P 500+37.2%Same quarters, price only
13F holdings$100.2 million5 positions, 2026-06-30
$100$129$158Q3 2024Q1 2025Q3 2025Q1 202613F est. $158S&P 500 $137
QuarterEst. 13F returnS&P 500
Q2 2026+17.0%+14.8%
Q1 2026-6.6%-4.6%
Q4 2025+5.2%+2.4%
Q3 2025-1.6%+7.8%
Q2 2025+26.5%+10.4%
Q1 2025-3.0%-4.5%
Q4 2024+0.2%+2.1%
Q3 2024+13.8%+5.4%

Estimate of the firm's disclosed long U.S. stock portfolio from its quarterly 13F filings, holding each quarter-end portfolio to the next quarter-end at prices implied by all 13F filers. It is a price return before dividends and fees, ignores shorts, options, bonds, cash and trading within the quarter, and is not the return of any fund. Disclosures

Manager of this firm? Report your fund’s actual net return, or email hello@altmountain.com to correct or remove this estimate. Removal requests from the firm are honored.

13F holdings as of Jun 30, 2026

All 5 share positions ($100,234,000) reported by Ampfield Management, L.P. on Form 13F for the quarter ended Jun 30, 2026, filed Jul 30, 2026. Shown as filed with the SEC. Original filing on SEC.gov ↗

StockValue% of 13F portfolioSharesShares vs prior quarter
Esquire Finl Hldgs Inc$37,337,00037.25%313,470+34.41%
Transdigm Group Inc$28,603,00028.54%21,473-12.22%
Northeast BK Portland Me$22,999,00022.95%173,536Unchanged
Sabre Corp$10,940,00010.91%5,234,482+1.13%
Ross Stores Inc$355,0000.35%1,669Unchanged

Changes since Mar 31, 2026

Comparing the share counts in the two quarter-end filings: 0 new positions, 0 sold out, 2 increased, 1 reduced and 2 unchanged.

Largest increases

StockChange in sharesChangeValue nowShares now
Esquire Finl Hldgs Inc+80,254+34.41%$37,337,000313,470
Sabre Corp+58,537+1.13%$10,940,0005,234,482

Largest reductions

StockChange in sharesChangeValue nowShares now
Transdigm Group Inc-2,990-12.22%$28,603,00021,473

Each list shows up to 20 positions, largest first by dollar amount. Changes compare two quarter-end snapshots, with the earlier share count adjusted for stock splits AltMountain detected. They do not show when, or at what price, anything was bought or sold.

From public Form 13F filings, not verified. Form 13F is filed up to 45 days after the quarter ends, so positions may have changed. It lists only certain long positions in U.S.-listed stocks and exchange-traded funds; options are not shown here, and short positions, most bonds, cash, non-U.S. securities and private investments are not reported at all, so a holding may be one side of a hedge. A filing covers the manager as a whole, not any single fund, and filings contain errors. This is not investment advice or a recommendation to buy or sell any security. Disclosures

Hedge funds filing Form D (4)

Matched to this firm by the fund names and related persons in each Form D. The list may be incomplete.

Private funds reported on Form ADV (3)

As reported in the adviser's Form ADV filed Jun 3, 2024. Funds also listed from Form D are shown above.

From SEC filings. Firm data comes from the SEC's Form ADV data as of Oct 2, 2026; performance estimates come from Form 13F. AltMountain has not verified this information, and it is not an offer, solicitation or recommendation. Full disclosures