Langdon Equity Partners
- SEC CIK
- 0002111148
Holdings, Q2 2026
Positions as of Jun 30, 2026, filed Aug 13, 2026.SEC
- Positions
- 9
- −2 vs. Q1 2026
- Total value
- $178.92M
- +$45.33M (+33.9%) vs. Q1 2026
Compare with Q1 2026: new, added, reduced and sold out
Positions
Long positions only. Changes compare share counts with Q1 2026.
| Security | Class | Shares | Value | % of portfolio | Change in shares | Action | History |
|---|---|---|---|---|---|---|---|
| GSHDGOOSEHEAD INS INC | COM CL A | 715,000 | $34.68M | 19.38% | −174,500−19.6% | Reduced | View |
| YETIYETI HLDGS INC | COM | 620,000 | $30.73M | 17.17% | +25,000+4.2% | Added | View |
| CSWCSW INDUSTRIALS INC | COM | 82,500 | $22.96M | 12.83% | +3,218+4.1% | Added | View |
| ESQESQUIRE FINL HLDGS INC | COM | 189,000 | $22.51M | 12.58% | +48,654+34.7% | Added | View |
| KNSLKINSALE CAP GROUP INC COM | Stock | 65,050 | $21.45M | 11.99% | +1,500+2.4% | Added | View |
| ATSATS CORPORATION | COM | 600,000 | $17.29M | 9.66% | +600,000 | New | View |
| APPFAPPFOLIO INC | COM CL A | 85,000 | $13.63M | 7.62% | +49,750+141.1% | Added | View |
| MIAXMIAMI INTL HLDGS INC | COM | 282,500 | $10.5M | 5.87% | +282,500 | New | View |
| FSVFIRSTSERVICE CORP NEW | COM | 36,400 | $5.17M | 2.89% | −3,600−9.0% | Reduced | View |
Sold out since Q1 2026 (4)
Positions held at the end of Q1 2026 that are no longer in this filing.
| Security | Class | Shares, Q1 2026 | Value, Q1 2026 | % of portfolio, Q1 2026 |
|---|---|---|---|---|
| SKWDSKYWARD SPECIALTY INS GROUP | COM | 119,794 | $5.23M | 3.92% |
| BOWBOWHEAD SPECIALTY HLDGS INC | COM SHS | 1,034 | $23.19K | 0.02% |
| XPELXPEL INC | COM | 486 | $21.51K | 0.02% |
| RPCRIDGEPOST CAP INC | CL A COM | 2,528 | $18.35K | 0.01% |
13F filings by quarter
| Quarter | Filed | Positions | Total value | Changes | Filing |
|---|---|---|---|---|---|
| Q2 2026 | Aug 13, 2026 | 9 | $178.92M | vs. Q1 2026 | SEC |
| Q1 2026 | May 14, 2026 | 11 | $133.59M | vs. Q4 2025 | SEC |
| Q4 2025 | Feb 13, 2026 | 13 | $194.24M | – | SEC |