Langdon Equity Partners — 13F holdings

Langdon Equity Partners reported 9 holdings worth $179M in its 13F filing for Q2 2026, filed August 13, 2026. That's up 33.9% from $134M in Q1 2026, when it reported 11 holdings.

Langdon Equity Partners's largest positions in Q2 2026

  1. GSHD GOOSEHEAD INS INC — $34.7M (19.4%) · cut 20%
  2. YETI YETI HLDGS INC — $30.7M (17.2%) · added 4%
  3. CSW CSW INDUSTRIALS INC — $23.0M (12.8%) · added 4%
  4. ESQ ESQUIRE FINL HLDGS INC — $22.5M (12.6%) · added 35%
  5. KNSL KINSALE CAP GROUP INC — $21.5M (12.0%) · added 2%
  6. ATS ATS CORPORATION — $17.3M (9.7%) · new position
  7. APPF APPFOLIO INC — $13.6M (7.6%) · added 141%
  8. MIAX MIAMI INTL HLDGS INC — $10.5M (5.9%) · new position
  9. FSV FIRSTSERVICE CORP NEW — $5.17M (2.9%) · cut 9%

What Langdon Equity Partners bought in Q2 2026

2 new positions and 5 positions added to.

  1. ATS ATS CORPORATION — new position, about $17.3M
  2. MIAX MIAMI INTL HLDGS INC — new position, about $10.5M
  3. APPF APPFOLIO INC — added, about $7.98M
  4. ESQ ESQUIRE FINL HLDGS INC — added, about $5.80M
  5. YETI YETI HLDGS INC — added, about $1.24M
  6. CSW CSW INDUSTRIALS INC — added, about $896K
  7. KNSL KINSALE CAP GROUP INC — added, about $495K

What Langdon Equity Partners sold in Q2 2026

4 positions sold out and 2 reduced.

  1. GSHD GOOSEHEAD INS INC — cut 20%, about $8.46M
  2. SKWD SKYWARD SPECIALTY INS GROUP — sold out, about $6.99M
  3. FSV FIRSTSERVICE CORP NEW — cut 9%, about $512K
  4. BOW BOWHEAD SPECIALTY HLDGS INC — sold out, about $30.9K
  5. XPEL XPEL INC — sold out, about $24.1K
  6. RPC P10 INC — sold out, about $19.9K

Langdon Equity Partners portfolio value by quarter

What does Langdon Equity Partners own?

Its largest positions in Q2 2026 were GSHD, YETI, CSW, ESQ, KNSL, out of 9 holdings worth $179M.

What did Langdon Equity Partners buy last quarter?

In Q2 2026 it opened 2 new positions and added to 5; the largest buys were ATS, MIAX, APPF.

What did Langdon Equity Partners sell last quarter?

In Q2 2026 it sold out of 4 positions and reduced 2, including SKWD, BOW, XPEL.