Langdon Equity Partners Portfolio Stock Holdings
Langdon Equity Partners disclosed 11 stock positions valued at approximately $133.6 million in its latest SEC 13F filing. The largest holdings include Goosehead Insurance Inc, YETI Holdings Inc, and Kinsale Capital Group Inc. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 11
- Portfolio Value
- $133.6M
Holdings by Sector
Langdon Equity Partners Portfolio Holdings in Q1 2026
11 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Goosehead Insurance Inc | GSHD | Financial Services | 28.40% | 889,500 | +369,500 | +71.06% | $37,946,070 |
| YETI Holdings Inc | YETI | Consumer Cyclical | 16.30% | 595,000 | -839 | -0.14% | $21,771,050 |
| Kinsale Capital Group Inc | KNSL | Financial Services | 16.25% | 63,550 | -5,601 | -8.10% | $21,712,493 |
| CSW Industrials Inc | CSWI | Industrials | 15.46% | 79,282 | -3,000 | -3.65% | $20,659,304 |
| Esquire Financial Holdings Inc | ESQ | Financial Services | 11.29% | 140,346 | +9,500 | +7.26% | $15,087,195 |
| Appfolio Inc | APPF | Technology | 4.16% | 35,250 | +35,250 | +100.00% | $5,563,155 |
| FirstService Corp | FSV | Real Estate | 4.16% | 40,000 | +30,000 | +300.00% | $5,554,800 |
| Skyward Specialty Insurance Group Inc | SKWD | Financial Services | 3.92% | 119,794 | -183,664 | -60.52% | $5,232,602 |
| Bowhead Specialty Holdings Inc | BOW | Financial Services | 0.02% | 1,034 | +142 | +15.92% | $23,193 |
| XPEL Inc | XPEL | Consumer Cyclical | 0.02% | 486 | - | - | $21,510 |
| Ridgepost Capital Inc | PX | Financial Services | 0.01% | 2,528 | - | - | $18,353 |