Langdon Equity Partners Top Holdings and 13F Report (2026) About Langdon Equity PartnersInvestment ActivityLangdon Equity Partners has $133.59 million in total holdings as of March 31, 2026.Langdon Equity Partners owns shares of 11 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 19.85% of the portfolio was purchased this quarter.About 33.65% of the portfolio was sold this quarter.This quarter, Langdon Equity Partners has purchased 13 new stocks and bought additional shares in 4 stocks.Langdon Equity Partners sold shares of 4 stocks and completely divested from 3 stocks this quarter.Largest Holdings Goosehead Insurance $37,946,070YETI $21,771,050Kinsale Capital Group $21,712,493CSW Industrials Inc $20,659,304Esquire Financial $15,087,195 Largest New Holdings this Quarter 03783C100 - AppFolio $5,563,155 Holding Largest Purchases this Quarter Goosehead Insurance 369,500 shares (about $15.76M)AppFolio 35,250 shares (about $5.56M)FirstService 30,000 shares (about $4.17M)Esquire Financial 9,500 shares (about $1.02M)Bowhead Specialty Holdings Inc 142 shares (about $3.19K) Largest Sales this Quarter Skyward Specialty Insurance Group 183,664 shares (about $8.02M)Kinsale Capital Group 5,601 shares (about $1.91M)CSW Industrials Inc 3,000 shares (about $781.74K)YETI 839 shares (about $30.70K) 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$37,946,070$15,762,870 â–²71.1%889,50028.4%FinanceYETIYETI$21,771,050$30,699 â–¼-0.1%595,00016.3%Consumer DiscretionaryKNSLKinsale Capital Group$21,712,493$1,913,638 â–¼-8.1%63,55016.3%FinanceCSW Industrials Inc$20,659,304$781,740 â–¼-3.6%79,28215.5%COMESQEsquire Financial$15,087,195$1,021,250 â–²7.3%140,34611.3%FinanceAPPFAppFolio$5,563,155$5,563,155 â–²New Holding35,2504.2%Computer and TechnologyFSVFirstService$5,554,800$4,166,100 â–²300.0%40,0004.2%FinanceSKWDSkyward Specialty Insurance Group$5,232,602$8,022,444 â–¼-60.5%119,7943.9%FinanceBowhead Specialty Holdings Inc$23,193$3,185 â–²15.9%1,0340.0%COMXPELXPEL$21,5100.0%4860.0%Auto/Tires/TrucksPXP10$18,3530.0%2,5280.0%FinanceBURBurford Capital$0$19,660,590 â–¼-100.0%00.0%FinanceAGYSAgilysys$0$12,448,110 â–¼-100.0%00.0%Computer and TechnologyBYDGFBoyd Group Services$0$2,091,138 â–¼-100.0%00.0%Consumer StaplesShowing 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 Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial 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.
