DOSSIER · 13F-HR · Q2 2026

Langdon Equity Partners

$179M in tracked AUM across 9 positions as of Q2 2026.

LE
CIK 0002111148 · last filed Jun 30, 2026
Total AUM
$179M
as of Q2 2026
Holdings
9
positions
Whale Score
69
69
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Langdon Equity Partners filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
GSHD
Goosehead Insurance Inc
$35M715K19.4%
02
YETI
YETI Holdings Inc
$31M620K17.2%
03
CSW
CSW Industrials Inc
$23M83K12.8%
04
ESQ
Esquire Financial Holdings Inc
$23M189K12.6%
05
KNSL
Kinsale Capital Group Inc
$21M65K12.0%
06
ATS
ATS Corp
$17M600K9.7%
07
APPF
Appfolio Inc
$14M85K7.6%
08
MIAX
Miami International Holdings Inc
$10M283K5.9%
09
FSV
FirstService Corp
$5M36K2.9%

Filing history

2026Q2Jun 30
$179M 33.9%
9 positionsView →
2026Q1Mar 31
$134M 31.2%
11 positionsView →
2025Q4Dec 31
$194M
13 positionsView →