Langdon Equity Partners reported 9 holdings worth US$179M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Langdon Equity Partners reported 9 holdings worth US$179M as of Jun 30, 2026. Largest: Goosehead Insurance, Inc., Yeti Holdings, Inc. and Csw Industrials, Inc. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 9
- Value as reported
- US$179M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Goosehead Insurance, Inc. | 715K | US$34.7M | 19.4% |
| Yeti Holdings, Inc. | 620K | US$30.7M | 17.2% |
| Csw Industrials, Inc. | 82,500 | US$23M | 12.8% |
| Esquire Financial Holdings, Inc. | 189K | US$22.5M | 12.6% |
| Kinsale Capital Group, Inc. | 65,050 | US$21.5M | 12.0% |
| Ats Corporation | 600K | US$17.3M | 9.7% |
| Appfolio, Inc. | 85,000 | US$13.6M | 7.6% |
| Miami International Holdings, Inc. | 283K | US$10.5M | 5.9% |
| Firstservice Corp | 36,400 | US$5.17M | 2.9% |
| Bowhead Specialty Holdings Inc. | 0 | US$0 | 0.00% |
| Ridgepost Capital, Inc. | 0 | US$0 | 0.00% |
| Skyward Specialty Insurance Group, Inc. | 0 | US$0 | 0.00% |
| Xpel, Inc. | 0 | US$0 | 0.00% |