StockDriftsStockDriftsTop 9 Langdon Equity Partners Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GSHD | Goosehead Insurance Inc | 19.38% | 715.0K | $34.7M | -19.62%(-174.50K) | $67.44(-2.80%) | 2026-06-30 | |
| YETI | YETI Holdings Inc | 17.17% | 620.0K | $30.7M | +4.20%(+25.00K) | $38.83(+30.93%) | 2026-06-30 | |
| CSW | CSW Industrials Inc | 12.83% | 82.5K | $23.0M | +4.06%(+3.22K) | $268.17(+29.40%) | 2026-06-30 | |
| ESQ | Esquire Financial Holdings Inc | 12.58% | 189.0K | $22.5M | +34.67%(+48.65K) | $104.89(+26.69%) | 2026-06-30 | |
| KNSL | Kinsale Capital Group Inc | 11.99% | 65.0K | $21.5M | +2.36%(+1.50K) | $406.46(-8.10%) | 2026-06-30 | |
| ATS | ATS Corp | 9.66% | 600.0K | $17.3M | new | $27.95(-27.19%) | 2026-06-30 | |
| APPF | Appfolio Inc | 7.62% | 85.0K | $13.6M | +141.13%(+49.75K) | $173.49(+13.42%) | 2026-06-30 | |
| MIAX | Miami International Holdings Inc | 5.87% | 282.5K | $10.5M | new | $37.33(+16.47%) | 2026-06-30 | |
| FSV | FirstService Corp | 2.89% | 36.4K | $5.2M | -9.00%(-3.60K) | $153.68(-7.59%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | -14.02% |
| Top 20 Holdings Unweighted | — | — | — | — | -9.71% |
Langdon Equity Partners reports $178.92M in US-listed equity holdings across 9 positions in its most recent 13F filing. Its largest disclosed positions are GSHD (19.4%), YETI (17.2%) and CSW (12.8%). The top 20 holdings account for 99.99% of reported assets. Its disclosed equity book has returned -14.02% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Langdon Equity Partners’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2111148). View Langdon Equity Partners’s 13F filings on SEC