Langdon Equity Partners
- SEC CIK
- 0002111148
- Latest filing
- Aug 13, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 14, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 11
- −2 vs. Q4 2025
- Portfolio value
- $133.6M
- −$60.7M (−31.2%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GSHDGoosehead Insurance, Inc. | COM CL A | 889,500 | $37.9M | 28.4% | +369,500+71.1% | Added | History |
| YETIYETI Holdings, Inc. | COM | 595,000 | $21.8M | 16.3% | −839−0.1% | Reduced | History |
| KNSLKinsale Capital Group, Inc. | Stock | 63,550 | $21.7M | 16.3% | −5,601−8.1% | Reduced | History |
| CSWCSW Industrials, Inc. | COM | 79,282 | $20.7M | 15.5% | −3,000−3.6% | Reduced | History |
| ESQEsquire Financial Holdings, Inc. | COM | 140,346 | $15.1M | 11.3% | +9,500+7.3% | Added | History |
| APPFAppfolio Inc | COM CL A | 35,250 | $5.56M | 4.2% | +35,250 | New | History |
| FSVFirstService Corp | COM | 40,000 | $5.55M | 4.2% | +30,000+300.0% | Added | History |
| SKWDSkyward Specialty Insurance Group, Inc. | COM | 119,794 | $5.23M | 3.9% | −183,664−60.5% | Reduced | History |
| BOWBowhead Specialty Holdings Inc. | COM SHS | 1,034 | $23.2K | <0.1% | +142+15.9% | Added | History |
| XPELXPEL, Inc. | COM | 486 | $21.5K | <0.1% | 00.0% | Unchanged | History |
| RPCRidgepost Capital, Inc. | CL A COM | 2,528 | $18.4K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q4 2025 (3)
Positions held at the end of Q4 2025 that are gone from this filing.