Langdon Equity Partners — 13F Holdings & Portfolio
CIK 2111148 · latest 13F-HR filed 2026-05-14
Langdon Equity Partners manages $133.6M in 13F-reported U.S. long-equity assets across 11 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are GSHD (28.40%), YETI (16.30%), KNSL (16.25%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 1 new position, exited 3, added to 1, and trimmed 8.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$133.6M
Long-equity book
11
Distinct positions
2026-03-31
Filed 2026-05-14
+1 / −3 / ↑1 / ↓8
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Trims
- Skyward Specialty Insurance Group Inc-$11.7M -69.2%
- Kinsale Capital Group Inc-$7.9M -26.6%
- YETI Holdings Inc-$7.0M -24.4%
- CSW Industrials Inc-$5.8M -21.8%
- Goosehead Insurance Inc-$3.9M -9.4%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | Goosehead Insurance Inc | GSHD | 38267D109 | $37.9M | 28.40% | 889,500 | SH |
| 2 | YETI Holdings Inc | YETI | 98585X104 | $21.8M | 16.30% | 595,000 | SH |
| 3 | Kinsale Capital Group Inc | KNSL | 49714P108 | $21.7M | 16.25% | 63,550 | SH |
| 4 | CSW Industrials Inc | CSW | 126402106 | $20.7M | 15.46% | 79,282 | SH |
| 5 | Esquire Financial Holdings Inc | ESQ | 29667J101 | $15.1M | 11.29% | 140,346 | SH |
| 6 | Appfolio Inc | APPF | 03783C100 | $5.6M | 4.16% | 35,250 | SH |
| 7 | FirstService Corp | FSV | 33767E202 | $5.6M | 4.16% | 40,000 | SH |
| 8 | Skyward Specialty Insurance Group Inc | SKWD | 830940102 | $5.2M | 3.92% | 119,794 | SH |
| 9 | Bowhead Specialty Holdings Inc | BOW | 10240L102 | $23.2K | 0.02% | 1,034 | SH |
| 10 | XPEL Inc | XPEL | 98379L100 | $21.5K | 0.02% | 486 | SH |
| 11 | Ridgepost Capital Inc | RPC | 69376K106 | $18.4K | 0.01% | 2,528 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-14 | $133.6M | 11 | 0002111148-26-000002 |
| 2025-12-31 | 2026-02-13 | $194.2M | 13 | 0002111148-26-000001 |