Langdon Equity Partners
Langdon Equity Partners reported 9 US-listed holdings worth $178.9 million in its 13F for the quarter ended 30 June 2026, filed 13 August 2026. Its largest: Goosehead Insurance Inc (19.4%), Yeti Holdings, Inc. (17.2%) and CSW Industrials, Inc. (12.8%). Against the quarter before, it opened 2 positions, added to 5, trimmed 2 and sold out of 4.
The 9 largest of its 9 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned -14.0% over the 2 quarters to 30 June 2026, against +9.5% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 2
- Ats Corporation ATS$17.3 million
- Miami Intl Hldgs Inc. MIAX$10.5 million
Added to 5
- Appfolio Inc. APPF+49,750 shares · +141%
- Esquire Finl Hldgs Inc. ESQ+48,654 shares · +35%
- Yeti Holdings, Inc. YETI+25,000 shares · +4%
- CSW Industrials, Inc. CSW+3,218 shares · +4%
- Kinsale Capital Group, Inc. KNSL+1,500 shares · +2%
Trimmed 2
- Goosehead Insurance Inc GSHD-174,500 shares · -20%
- Firstservice Corp. New FSV-3,600 shares · -9%
Sold out of 4
- Skyward Specialty Ins Group SKWD$5.2 million last quarter
- Bowhead Specialty Hldgs Inc. BOW$23,193 last quarter
- Xpel, Inc. XPEL$21,510 last quarter
- P10 Inc. RPC$18,353 last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Goosehead Insurance Inc GSHD | 715.0K | $34.7 million | 19.38% | -174.5K |
| Yeti Holdings, Inc. YETI | 620.0K | $30.7 million | 17.17% | +25.0K |
| CSW Industrials, Inc. CSW | 82.5K | $23.0 million | 12.83% | +3.2K |
| Esquire Finl Hldgs Inc. ESQ | 189.0K | $22.5 million | 12.58% | +48.7K |
| Kinsale Capital Group, Inc. KNSL | 65.0K | $21.5 million | 11.99% | +1.5K |
| Ats Corporation ATS | 600.0K | $17.3 million | 9.66% | new |
| Appfolio Inc. APPF | 85.0K | $13.6 million | 7.62% | +49.8K |
| Miami Intl Hldgs Inc. MIAX | 282.5K | $10.5 million | 5.87% | new |
| Firstservice Corp. New FSV | 36.4K | $5.2 million | 2.89% | -3.6K |