Ampfield Management, L.P. Q4 2022 13F：持股與季度異動 | 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

申報總市值

US$8079.0萬

本季完整持股清單

#	代號	標的名稱	資產子類別	佔比	佔比變動	持倉量變化
1	LGIH	Lgi Homes INC	股票-其他	41.67%	—	+31.91%
2	FIVE	Five Below	股票-循環性消費	40.25%	—	+12.89%
3	TDG	Transdigm Group INC	股票-工業	18.08%	-30.71%	+21.22%