Langdon Equity Partners Portfolio Stock Holdings
According to the SEC 13F filed on August 13, 2026, Langdon Equity Partners disclosed 9 stock positions valued at approximately $178.92M as of quarter-end June 30, 2026. The largest holdings include Goosehead Insurance Inc, YETI Holdings Inc, and CSW Industrials Inc.
- Report Period
- June 30, 2026
- No. of Stocks
- 9
- Portfolio Value
- $178.92M
Holdings by Sector
Langdon Equity Partners Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Goosehead Insurance Inc | GSHD | Financial Services | 19.38% | 715,000 | -174,500 | -19.62% | $34,677,500 |
| YETI Holdings Inc | YETI | Consumer Cyclical | 17.17% | 620,000 | +25,000 | +4.20% | $30,727,200 |
| CSW Industrials Inc | CSWI | Industrials | 12.83% | 82,500 | +3,218 | +4.06% | $22,959,750 |
| Esquire Financial Holdings Inc | ESQ | Financial Services | 12.58% | 189,000 | +48,654 | +34.67% | $22,511,790 |
| Kinsale Capital Group Inc | KNSL | Financial Services | 11.99% | 65,050 | +1,500 | +2.36% | $21,454,141 |
| ATS Corp | ATS | Industrials | 9.66% | 600,000 | +600,000 | +100.00% | $17,286,631 |
| Appfolio Inc | APPF | Technology | 7.62% | 85,000 | +49,750 | +141.13% | $13,629,750 |
| Miami International Holdings Inc | MIAX | Other | 5.87% | 282,500 | +282,500 | +100.00% | $10,497,700 |
| FirstService Corp | FSV | Real Estate | 2.89% | 36,400 | -3,600 | -9.00% | $5,173,577 |
Showing 9 of 9 holdings in the latest reporting period.