Langdon Equity Partners Top Holdings and 13F Report (2026) About Langdon Equity PartnersInvestment ActivityLangdon Equity Partners has $178.92 million in total holdings as of June 30, 2026.Langdon Equity Partners owns shares of 9 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 24.70% of the portfolio was purchased this quarter.About 7.98% of the portfolio was sold this quarter.This quarter, Langdon Equity Partners has purchased 11 new stocks and bought additional shares in 5 stocks.Langdon Equity Partners sold shares of 2 stocks and completely divested from 4 stocks this quarter.Largest Holdings Goosehead Insurance $34,677,500YETI $30,727,200CSW Industrials Inc $22,959,750Esquire Financial $22,511,790Kinsale Capital Group $21,454,141 Largest New Holdings this Quarter 00217Y104 - ATS $17,286,631 Holding59356Q108 - Miami International Holdings Inc $10,497,700 Holding Largest Purchases this Quarter ATS 600,000 shares (about $17.29M)Miami International Holdings Inc 282,500 shares (about $10.50M)AppFolio 49,750 shares (about $7.98M)Esquire Financial 48,654 shares (about $5.80M)YETI 25,000 shares (about $1.24M) Largest Sales this Quarter Goosehead Insurance 174,500 shares (about $8.46M)FirstService 3,600 shares (about $511.67K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLangdon Equity Partners Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGSHDGoosehead Insurance$34,677,500$8,463,250 â–¼-19.6%715,00019.4%FinanceYETIYETI$30,727,200$1,239,000 â–²4.2%620,00017.2%Consumer DiscretionaryCSW Industrials Inc$22,959,750$895,569 â–²4.1%82,50012.8%Common StockESQEsquire Financial$22,511,790$5,795,178 â–²34.7%189,00012.6%FinanceKNSLKinsale Capital Group$21,454,141$494,715 â–²2.4%65,05012.0%FinanceATSATS$17,286,631$17,286,631 â–²New Holding600,0009.7%IndustrialsAPPFAppFolio$13,629,750$7,977,413 â–²141.1%85,0007.6%TechnologyMiami International Holdings Inc$10,497,700$10,497,700 â–²New Holding282,5005.9%Common StockFSVFirstService$5,173,577$511,672 â–¼-9.0%36,4002.9%Real EstateSKWDSkyward Specialty Insurance Group$0$5,232,602 â–¼-100.0%00.0%FinanceBowhead Specialty Holdings Inc$0$23,193 â–¼-100.0%00.0%COMXPELXPEL$0$21,510 â–¼-100.0%00.0%Consumer DiscretionaryPXP10$0$18,353 â–¼-100.0%00.0%MaterialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
