Langdon Equity Partners
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$133.6M
Q ending 2026-03-31
Prior quarter
$194.2M
Q ending 2025-12-31
Change
-31.2% QoQ
Positions
11
reported holdings
Largest positions
All 11 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Goosehead Insurance Inc | GSHD | Shares | $37.9M | 890K |
| Yeti Holdings Inc | YETI | Shares | $21.8M | 595K |
| Kinsale Capital Group Inc | KNSL | Shares | $21.7M | 64K |
| Csw Industrials Inc | CSW | Shares | $20.7M | 79K |
| Esquire Financial Holdings Inc | ESQ | Shares | $15.1M | 140K |
| Appfolio Inc | APPF | Shares | $5.6M | 35K |
| Firstservice Corp | FSV | Shares | $5.6M | 40K |
| Skyward Specialty Insurance Group | SKWD | Shares | $5.2M | 120K |
| Bowhead Specialty Holdings Inc | BOW | Shares | $23K | 1K |
| Xpel Inc | XPEL | Shares | $22K | 486 |
| Ridgepost Capital Inc | RPC | Shares | $18K | 3K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.