Langdon Equity Partners
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), Langdon Equity Partners reported 11 stock positions worth $133.6 million. Its top holding was Goosehead Insurance Class A (GSHD) at 28.4% of the portfolio, followed by Yeti (YETI, 16.3%) and Kinsale Capital (KNSL, 16.3%). Compared with Q4 2025, it opened 1 new position, sold out of 3, added to 4 and reduced 4. The biggest buy was Goosehead Insurance Class A (GSHD, shares +71%) and the biggest sale an exit from Burford Capital (BUR).
- Most Recent 13F
- Q2 2026
- Location
- TORONTO, A6
- CIK
- 0002111148
- Portfolio Value
- $133.6M (Q1 2026)
- SEC Filing
- 0002111148-26-000002 ↗ filed May 14, 2026
Holdings Value
Holdings 11 stocks · $133.6M
| GSHD Goosehead Insurance Inc. Class A | 28.40% | 889,500 | $37.9M | Add +71.1% |
| YETI Yeti Holdings Inc. filed as YETI HLDGS INC | 16.30% | 595,000 | $21.8M | Reduce -0.1% |
| KNSL Kinsale Capital Group Inc. | 16.25% | 63,550 | $21.7M | Reduce -8.1% |
| CSW CSW Industrials Inc. | 15.46% | 79,282 | $20.7M | Reduce -3.6% |
| ESQ Esquire Financial Holdings I | 11.29% | 140,346 | $15.1M | Add +7.3% |
| APPF Appfolio Inc. Class A | 4.16% | 35,250 | $5.6M | New |
| FSV Firstservice Corp. | 4.16% | 40,000 | $5.6M | Add +300.0% |
| SKWD Skyward Specialty Insurance | 3.92% | 119,794 | $5.2M | Reduce -60.5% |
| BOW Bowhead Specialty Holdings I | 0.02% | 1,034 | $23K | Add +15.9% |
| XPEL Xpel Inc. | 0.02% | 486 | $22K | No change |
| RPC Ridgepost Capital Inc. Class A | 0.01% | 2,528 | $18K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| BUR Burford Capital Ltd. | Sold out | 0.00% | −10.12 |
| AGYS Agilysys Inc. | Sold out | 0.00% | −6.41 |
| SKWD Skyward Specialty Insurance | Reduce -60.5% | 3.92% | −4.82 |
| BGSI Boyd Group Services Inc. | Sold out | 0.00% | −1.08 |
| KNSL Kinsale Capital Group Inc. | Reduce -8.1% | 16.25% | +1.02 |
| YETI Yeti Holdings Inc. | Reduce -0.1% | 16.30% | +1.48 |
| CSW CSW Industrials Inc. | Reduce -3.6% | 15.46% | +1.86 |