Q2 2026 13F · SEC CIK 2111148
Langdon Equity Partners
Hedge fundFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $178.9M
- Reported positions
- 9
- Holdings vs S&P 500, 3 yrs
- —
- Average holding period
- 3 qtrs
Langdon Equity Partners is a hedge fund that reported 9 positions worth $178.9M in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were Goosehead Ins Inc (GSHD, 19.4%), Yeti Hldgs Inc (YETI, 17.2%), Csw Industrials Inc (CSW, 12.8%).
Langdon Equity Partners holdings all 9 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| GSHDGoosehead Ins Inc | 19.4% | -19.6% | $34.7M |
| YETIYeti Hldgs Inc | 17.2% | +4.2% | $30.7M |
| CSWCsw Industrials Inc | 12.8% | +4.1% | $23.0M |
| ESQEsquire Finacial Hoildings Inc | 12.6% | +34.7% | $22.5M |
| KNSLKinsale Cap Group Inc | 12.0% | +2.4% | $21.5M |
| ATSAts Corporation | 9.7% | — | $17.3M |
| APPFAppfolio Inc | 7.6% | +141.1% | $13.6M |
| MIAXMiami Intl Hldgs Inc | 5.9% | — | $10.5M |
| FSVFirst Service Corp | 2.9% | -9.0% | $5.2M |
What Langdon Equity Partners bought and sold in Q2 2026, against Q1 2026.
New positions
- ATS Ats Corporation9.7% of 13F
- MIAX Miami Intl Hldgs Inc5.9% of 13F
Added to
- APPF Appfolio Inc+141.1% shares
- ESQ Esquire Finacial Hoildings Inc+34.7% shares
Reduced
- GSHD Goosehead Ins Inc-19.6% shares
- FSV First Service Corp-9.0% shares
Sold out
- SKWD Skyward Specialty Insurance Grwas 3.9%
- BOW Bowhead Specialty Hldgs Incwas 0.0%
- XPEL Xpel Incwas 0.0%
- RPC Ridgepost Cap Incwas 0.0%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- —
- 3 years
- —
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $178.9M | 9 |
| Q1 2026 | $133.6M | 11 |
| Q4 2025 | $194.2M | 13 |
Questions about Langdon Equity Partners's portfolio
What stocks does Langdon Equity Partners own?
Langdon Equity Partners's latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 9 positions worth $178.9M. The largest are Goosehead Ins Inc (GSHD) at 19.4%, Yeti Hldgs Inc (YETI) at 17.2%, Csw Industrials Inc (CSW) at 12.8%, Esquire Finacial Hoildings Inc (ESQ) at 12.6% and Kinsale Cap Group Inc (KNSL) at 12.0%.
What did Langdon Equity Partners buy last quarter?
In Q2 2026, Langdon Equity Partners added a new position in Ats Corporation (ATS), a new position in Miami Intl Hldgs Inc (MIAX), Appfolio Inc (APPF) (+141.1% shares) and Esquire Finacial Hoildings Inc (ESQ) (+34.7% shares), compared with its Q1 2026 filing.
What did Langdon Equity Partners sell last quarter?
In Q2 2026, Langdon Equity Partners sold all of Skyward Specialty Insurance Gr (SKWD), sold all of Bowhead Specialty Hldgs Inc (BOW), sold all of Xpel Inc (XPEL), sold all of Ridgepost Cap Inc (RPC), Goosehead Ins Inc (GSHD) (-19.6% shares) and First Service Corp (FSV) (-9.0% shares), compared with its Q1 2026 filing.
When is Langdon Equity Partners's next 13F filing due?
13F filings are due 45 days after each quarter ends. Langdon Equity Partners's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.