§ 13F · FUND PROFILE
Langdon Equity Partners.
AUM · $179M (13F)Positions · 9Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | GSHD | Goosehead Insurance Inc | 715K | $35M | — | — |
| 2 | YETI | YETI Holdings Inc | 620K | $31M | — | — |
| 3 | CSW | CSW Industrials Inc | 83K | $23M | — | — |
| 4 | ESQ | Esquire Financial Holdings Inc | 189K | $23M | — | — |
| 5 | KNSL | Kinsale Capital Group Inc | 65K | $21M | — | — |
| 6 | ATS | ATS Corp | 600K | $17M | — | — |
| 7 | APPF | Appfolio Inc | 85K | $14M | — | — |
| 8 | MIAX | Miami International Holdings Inc | 283K | $10M | — | — |
| 9 | FSV | FirstService Corp | 36K | $5M | — | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LANGDON SIGNAL
AC read
Langdon Equity Partners is a Other fund managing $179 million in assets. The fund runs a focused portfolio of just 9 positions.
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