Langdon Equity Partners 13F Holdings · Q2 2026
Langdon Equity Partners reported 9 securities worth $178.92M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: GSHD (19.38%), YETI (17.17%), CSW (12.83%). Among its top 25 positions this quarter: 2 new, 5 added, 2 trimmed, 4 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GSHD | Goosehead Insurance Inc | $34.7M | 19.38% | 715,000 | Trimmed |
| 2 | YETI | YETI Holdings Inc | $30.7M | 17.17% | 620,000 | Added |
| 3 | CSW | CSW Industrials Inc | $23.0M | 12.83% | 82,500 | Added |
| 4 | ESQ | Esquire Financial Holdings Inc | $22.5M | 12.58% | 189,000 | Added |
| 5 | KNSL | Kinsale Capital Group Inc | $21.5M | 11.99% | 65,050 | Added |
| 6 | ATS | ATS Corp | $17.3M | 9.66% | 600,000 | New |
| 7 | APPF | Appfolio Inc | $13.6M | 7.62% | 85,000 | Added |
| 8 | MIAX | Miami International Holdings Inc | $10.5M | 5.87% | 282,500 | New |
| 9 | FSV | FirstService Corp | $5.2M | 2.89% | 36,400 | Trimmed |
| 10 | BOW | Bowhead Specialty Holdings Inc | $0 | 0.00% | 0 | Exited |
| 11 | RPC | Ridgepost Capital Inc | $0 | 0.00% | 0 | Exited |
| 12 | SKWD | Skyward Specialty Insurance Group Inc | $0 | 0.00% | 0 | Exited |
| 13 | XPEL | XPEL Inc | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR