Ampfield Management, L.P. 13F 申报 — Q2 2023 持仓 | AlphaSMO

Ampfield Management, L.P. — Q2 2023 13F 持股

Name: Ampfield Management, L.P. — 13F Holdings, Q2 2023
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	49.68%	—	-11.55%
2	TDG	Transdigm Group INC	股票-工业	27.63%	-30.71%	—
3	FIVE	Five Below	股票-周期性消费	22.69%	—	—