Langdon Equity Partners
13F Reported Value
ⓘ$178.9M
Holdings
9
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Langdon Equity Partners disclosed 9 positions worth $178.9M in its Form 13F-HR for Q2 2026, led by $GSHD (Goosehead Insurance, Inc.) at 19.4% of the equity portfolio, followed by $YETI and $CSW. During the quarter the fund opened 2 new positions and exited 4 — including a new stake in $ATS and a full exit from $SKWD. The portfolio is most concentrated in Financials (49.8% of disclosed assets). All figures are sourced directly from Langdon Equity Partners’s Form 13F-HR filing with the SEC under CIK 2111148.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 58.4#1,020
Quality
$34.7M715,000 sh - 59.9#902
Quality
$30.7M620,000 sh - 61.8#754
Quality
$23.0M82,500 sh - 56.8
Quality
$22.5M189,000 sh - 77.3
Quality
$21.5M65,050 sh - —
Quality
$17.3M600,000 sh - 71.6
Quality
$13.6M85,000 sh - 66.3
Quality
$10.5M282,500 sh - —
Quality
$5.2M36,400 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Goosehead Insurance, Inc.$GSHD | 58.4#1,020 | $34.7M | 715,000 |
 YETI Holdings, Inc.$YETI | 59.9#902 | $30.7M | 620,000 |
 CSW INDUSTRIALS, INC.$CSW | 61.8#754 | $23.0M | 82,500 |
 Esquire Financial Holdings, Inc.$ESQ | 56.8 | $22.5M | 189,000 |
 Kinsale Capital Group, Inc.$KNSL | 77.3 | $21.5M | 65,050 |
 ATS Corp /ATS$ATS | — | $17.3M | 600,000 |
 APPFOLIO INC$APPF | 71.6 | $13.6M | 85,000 |
 MIAMI INTERNATIONAL HOLDINGS, INC.$MIAX | 66.3 | $10.5M | 282,500 |
 FirstService Corp$FSV | — | $5.2M | 36,400 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Langdon Equity Partners's 9 positions.
Showing top 9 of 9 holdings.
Sector Allocation
Financials
$89.1M
Consumer Discretionary
$30.7M
Materials
$23.0M
Industrials
$17.3M
Technology
$13.6M
Real Estate
$5.2M
Full Holdings — Langdon Equity Partners (Q2 2026)
All 9 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. | $34.7M | 19.4% | -20% | 58.4 |
| 2 | $YETI | YETI Holdings, Inc. | $30.7M | 17.2% | +4% | 59.9 |
| 3 | $CSW | CSW INDUSTRIALS, INC. | $23.0M | 12.8% | +4% | 61.8 |
| 4 | $ESQ | Esquire Financial Holdings, Inc. | $22.5M | 12.6% | +35% | 56.8 |
| 5 | $KNSL | Kinsale Capital Group, Inc. | $21.5M | 12.0% | +2% | 77.3 |
| 6 | $ATS | ATS Corp /ATS | $17.3M | 9.7% | NEW | — |
| 7 | $APPF | APPFOLIO INC | $13.6M | 7.6% | +141% | 71.6 |
| 8 | $MIAX | MIAMI INTERNATIONAL HOLDINGS, INC. | $10.5M | 5.9% | NEW | 66.3 |
| 9 | $FSV | FirstService Corp | $5.2M | 2.9% | -9% | — |
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