StockDriftsStockDriftsTop 11 Langdon Equity Partners Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GSHD | Goosehead Insurance Inc | 28.4% | 889.5K | $37.9M | +71.06%(+369.50K) | $67.44(-21.87%) | 2026-03-31 | |
| YETI | YETI Holdings Inc | 16.3% | 595.0K | $21.8M | -0.14%(-839) | $38.67(+28.48%) | 2026-03-31 | |
| KNSL | Kinsale Capital Group Inc | 16.25% | 63.5K | $21.7M | -8.10%(-5.60K) | $408.19(-13.07%) | 2026-03-31 | |
| CSW | CSW Industrials Inc | 15.46% | 79.3K | $20.7M | -3.65%(-3.00K) | $268.14(+2.98%) | 2026-03-31 | |
| ESQ | Esquire Financial Holdings Inc | 11.29% | 140.3K | $15.1M | +7.26%(+9.50K) | $102.25(+17.70%) | 2026-03-31 | |
| APPF | Appfolio Inc | 4.16% | 35.3K | $5.6M | new | $195.24(-12.46%) | 2026-03-31 | |
| FSV | FirstService Corp | 4.16% | 40.0K | $5.6M | +300.00%(+30.00K) | $153.68(-5.17%) | 2026-03-31 | |
| SKWD | Skyward Specialty Insurance Group Inc | 3.92% | 119.8K | $5.2M | -60.52%(-183.66K) | $49.34(+24.50%) | 2026-03-31 | |
| BOW | Bowhead Specialty Holdings Inc | 0.02% | 1.0K | $23K | +15.92%(+142) | $27.47(+14.58%) | 2026-03-31 | |
| XPEL | XPEL Inc | 0.02% | 486 | $22K | +0.00%(+0) | $41.49(+16.94%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -66.32% | -96.18% |
| Top 20 Holdings Unweighted | -60.73% | -93.95% |
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