Langdon Equity Partners
- SEC CIK
- 0002111148
- Latest filing
- Aug 13, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 13, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 9
- −2 vs. Q1 2026
- Portfolio value
- $178.9M
- +$45.3M (+33.9%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GSHDGoosehead Insurance, Inc. | COM CL A | 715,000 | $34.7M | 19.4% | −174,500−19.6% | Reduced | History |
| YETIYETI Holdings, Inc. | COM | 620,000 | $30.7M | 17.2% | +25,000+4.2% | Added | History |
| CSWCSW Industrials, Inc. | COM | 82,500 | $23.0M | 12.8% | +3,218+4.1% | Added | History |
| ESQEsquire Financial Holdings, Inc. | COM | 189,000 | $22.5M | 12.6% | +48,654+34.7% | Added | History |
| KNSLKinsale Capital Group, Inc. | Stock | 65,050 | $21.5M | 12.0% | +1,500+2.4% | Added | History |
| ATSATS Corp | COM | 600,000 | $17.3M | 9.7% | +600,000 | New | History |
| APPFAppfolio Inc | COM CL A | 85,000 | $13.6M | 7.6% | +49,750+141.1% | Added | History |
| MIAXMiami International Holdings, Inc. | COM | 282,500 | $10.5M | 5.9% | +282,500 | New | History |
| FSVFirstService Corp | COM | 36,400 | $5.17M | 2.9% | −3,600−9.0% | Reduced | History |
Sold out since Q1 2026 (4)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| SKWDSkyward Specialty Insurance Group, Inc. | COM | 119,794 | $5.23M | 3.9% | History |
| BOWBowhead Specialty Holdings Inc. | COM SHS | 1,034 | $23.2K | <0.1% | History |
| XPELXPEL, Inc. | COM | 486 | $21.5K | <0.1% | History |
| RPCRidgepost Capital, Inc. | CL A COM | 2,528 | $18.4K | <0.1% | History |