Langdon Equity Partners
13F Reported Value
ⓘ$133.6M
Holdings
11
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Langdon Equity Partners disclosed 11 positions worth $133.6M in its Form 13F-HR for Q1 2026, led by $GSHD (Goosehead Insurance, Inc.) at 28.4% of the equity portfolio, followed by $YETI and $KNSL. During the quarter the fund opened 1 new position and exited 3 — including a new stake in $APPF and a full exit from $BUR. The portfolio is most concentrated in Financials (59.9% of disclosed assets). All figures are sourced directly from Langdon Equity Partners’s Form 13F-HR filing with the SEC under CIK 2111148.
Sector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 59.0#952
Quality
$37.9M889,500 sh - 54.8#1,191
Quality
$21.8M595,000 sh - 79.6#51
Quality
$21.7M63,550 sh - 64.1
Quality
$20.7M79,282 sh - —
Quality
$15.1M140,346 sh - 75.5
Quality
$5.6M35,250 sh - —
Quality
$5.6M40,000 sh - 69.3
Quality
$5.2M119,794 sh - 68.2
Quality
$23.2K1,034 sh - 65.3
Quality
$21.5K486 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Goosehead Insurance, Inc.$GSHD | 59.0#952 | $37.9M | 889,500 |
 YETI Holdings, Inc.$YETI | 54.8#1,191 | $21.8M | 595,000 |
 Kinsale Capital Group, Inc.$KNSL | 79.6#51 | $21.7M | 63,550 |
 CSW INDUSTRIALS, INC.$CSW | 64.1 | $20.7M | 79,282 |
 Esquire Financial Holdings, Inc.$ESQ | — | $15.1M | 140,346 |
 APPFOLIO INC$APPF | 75.5 | $5.6M | 35,250 |
 FirstService Corp$FSV | — | $5.6M | 40,000 |
 Skyward Specialty Insurance Group, Inc.$SKWD | 69.3 | $5.2M | 119,794 |
 Bowhead Specialty Holdings Inc.$BOW | 68.2 | $23.2K | 1,034 |
 XPEL, Inc.$XPEL | 65.3 | $21.5K | 486 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Langdon Equity Partners's 11 positions.
Showing top 10 of 11 holdings.
Sector Allocation
Financials
$80.0M
Consumer Discretionary
$21.8M
Materials
$20.7M
Technology
$5.6M
Real Estate
$5.6M
Industrials
$21,510
Full Holdings — Langdon Equity Partners (Q1 2026)
All 11 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $GSHD | Goosehead Insurance, Inc. | $37.9M | 28.4% | +71% | 59 |
| 2 | $YETI | YETI Holdings, Inc. | $21.8M | 16.3% | -0% | 54.8 |
| 3 | $KNSL | Kinsale Capital Group, Inc. | $21.7M | 16.3% | -8% | 79.6 |
| 4 | $CSW | CSW INDUSTRIALS, INC. | $20.7M | 15.5% | -4% | 64.1 |
| 5 | $ESQ | Esquire Financial Holdings, Inc. | $15.1M | 11.3% | +7% | — |
| 6 | $APPF | APPFOLIO INC | $5.6M | 4.2% | NEW | 75.5 |
| 7 | $FSV | FirstService Corp | $5.6M | 4.2% | +300% | — |
| 8 | $SKWD | Skyward Specialty Insurance Group, Inc. | $5.2M | 3.9% | -61% | 69.3 |
| 9 | $BOW | Bowhead Specialty Holdings Inc. | $23,193 | 0.0% | +16% | 68.2 |
| 10 | $XPEL | XPEL, Inc. | $21,510 | 0.0% | +0% | 65.3 |
| 11 |  $RPC | Ridgepost Capital, Inc. | $18,353 | 0.0% | +0% | 53.3 |
New Positions (1)
$APPF APPFOLIO INC$5.6M
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