Langdon Equity Partners
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), Langdon Equity Partners reported 9 stock positions worth $178.9 million. Its top holding was Goosehead Insurance Class A (GSHD) at 19.4% of the portfolio, followed by Yeti (YETI, 17.2%) and CSW Industrials (CSW, 12.8%). Compared with Q1 2026, it opened 2 new positions, sold out of 4, added to 5 and reduced 2. The biggest buy was a new position in Ats (ATS) and the biggest sale Goosehead Insurance Class A (GSHD, shares −20%).
- Most Recent 13F
- Q2 2026
- Location
- TORONTO, A6
- CIK
- 0002111148
- Portfolio Value
- $178.9M (Q2 2026)
- SEC Filing
- 0002111148-26-000003 ↗ filed Aug 13, 2026
Holdings Value
Holdings 9 stocks · $178.9M
| GSHD Goosehead Insurance Inc. Class A | 19.38% | 715,000 | $34.7M | Reduce -19.6% |
| YETI Yeti Holdings Inc. filed as YETI HLDGS INC | 17.17% | 620,000 | $30.7M | Add +4.2% |
| CSW CSW Industrials Inc. | 12.83% | 82,500 | $23.0M | Add +4.1% |
| ESQ Esquire Financial Holdings I | 12.58% | 189,000 | $22.5M | Add +34.7% |
| KNSL Kinsale Capital Group Inc. | 11.99% | 65,050 | $21.5M | Add +2.4% |
| ATS Ats Corp. | 9.66% | 600,000 | $17.3M | New |
| APPF Appfolio Inc. Class A | 7.62% | 85,000 | $13.6M | Add +141.1% |
| MIAX Miami International Holdings | 5.87% | 282,500 | $10.5M | New |
| FSV Firstservice Corp. | 2.89% | 36,400 | $5.2M | Reduce -9.0% |
Portfolio Sells Q1 2026 → Q2 2026
| GSHD Goosehead Insurance Inc. Class A | Reduce -19.6% | 19.38% | −9.02 |
| SKWD Skyward Specialty Insurance | Sold out | 0.00% | −3.92 |
| FSV Firstservice Corp. | Reduce -9.0% | 2.89% | −1.27 |
| BOW Bowhead Specialty Holdings I | Sold out | 0.00% | −0.02 |
| XPEL Xpel Inc. | Sold out | 0.00% | −0.02 |
| RPC Ridgepost Capital Inc. Class A | Sold out | 0.00% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| ATS Ats Corp. | New | 9.66% | +9.66 |
| MIAX Miami International Holdings | New | 5.87% | +5.87 |
| APPF Appfolio Inc. Class A | Add +141.1% | 7.62% | +3.45 |
| ESQ Esquire Financial Holdings I | Add +34.7% | 12.58% | +1.29 |
| YETI Yeti Holdings Inc. | Add +4.2% | 17.17% | +0.88 |
| CSW CSW Industrials Inc. | Add +4.1% | 12.83% | −2.63 |
| KNSL Kinsale Capital Group Inc. | Add +2.4% | 11.99% | −4.26 |