Holders — by stockHoldings — by fund
Langdon Equity Partners
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002111148
$178.9M
disclosed book value
9
positions
19.4%
largest position share
Positions, as of 2026-06-30
top 9 of 9 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | GSHDGoosehead Insurance Inc | 715,000 | $34.7M | 19.4% |
| 2 | YETIYETI Holdings Inc | 620,000 | $30.7M | 17.2% |
| 3 | CSWCSW Industrials Inc | 82,500 | $23.0M | 12.8% |
| 4 | ESQEsquire Financial Holdings Inc | 189,000 | $22.5M | 12.6% |
| 5 | KNSLKinsale Capital Group Inc | 65,050 | $21.5M | 12% |
| 6 | ATSATS Corp | 600,000 | $17.3M | 9.7% |
| 7 | APPFAppfolio Inc | 85,000 | $13.6M | 7.6% |
| 8 | MIAXMiami International Holdings Inc | 282,500 | $10.5M | 5.9% |
| 9 | FSVFirstService Corp | 36,400 | $5.2M | 2.9% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.