DOSSIER · 13F-HR · Q1 2026

Langdon Equity Partners

$134M in tracked AUM across 11 positions as of Q1 2026.

LE
CIK 0002111148 · last filed Mar 31, 2026
Total AUM
$134M
as of Q1 2026
Holdings
11
positions
Whale Score
66
66
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Langdon Equity Partners filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
GSHD
Goosehead Insurance Inc
$38M890K28.4%
02
YETI
YETI Holdings Inc
$22M595K16.3%
03
KNSL
Kinsale Capital Group Inc
$22M64K16.3%
04
CSW
CSW Industrials Inc
$21M79K15.5%
05
ESQ
Esquire Financial Holdings Inc
$15M140K11.3%
06
APPF
Appfolio Inc
$6M35K4.2%
07
FSV
FirstService Corp
$6M40K4.2%
08
SKWD
Skyward Specialty Insurance Group Inc
$5M120K3.9%
09
BOW
Bowhead Specialty Holdings Inc
$23K1K0.0%
10
XPEL
XPEL Inc
$22K4860.0%

Filing history

2026Q1Mar 31
$134M 31.2%
11 positionsView →
2025Q4Dec 31
$194M
13 positionsView →