Ampfield Management, L.P. Q4 2022 13F：持股与季度变动 | AlphaSMO

Ampfield Management, L.P. — Q4 2022 13F 持股

Name: Ampfield Management, L.P. — 13F Holdings, Q4 2022
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001853635

申报总市值

US$8079.0万

本季完整持股清单

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	LGIH	Lgi Homes INC	股票-其他	41.67%	—	+31.91%
2	FIVE	Five Below	股票-周期性消费	40.25%	—	+12.89%
3	TDG	Transdigm Group INC	股票-工业	18.08%	-30.71%	+21.22%