Langdon Equity Partners
Langdon Equity Partners reported 9 stocks worth $179M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are GSHD (19.4%), YETI (17.2%) and CSW (12.8%). Compared with Q1 2026, the fund opened new positions in ATS and MIAX, added to YETI, CSW and ESQ, trimmed GSHD and FSV and sold out of SKWD, BOW and XPEL.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 3 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  GSHD Goosehead Ins Inc | $34.7M | 19.4% | 715K | −175K (−20%) | 3 of 3 | |
| 2 |  YETI Yeti Hldgs Inc | $30.7M | 17.2% | 620K | +25K (+4%) | 3 of 3 | |
| 3 |  CSW Csw Industrials Inc | $23M | 12.8% | 83K | +3,218 (+4%) | 3 of 3 | |
| 4 |  ESQ Esquire Finl Hldgs Inc | $22.5M | 12.6% | 189K | +49K (+35%) | 3 of 3 | |
| 5 |  KNSL Kinsale Cap Group Inc | $21.5M | 12.0% | 65K | +1,500 (+2%) | 3 of 3 | |
| 6 |  ATS Ats Corporation | $17.3M | 9.7% | 600K | New position | 1 of 3 | |
| 7 |  APPF Appfolio Inc | $13.6M | 7.6% | 85K | +50K (+141%) | 2 of 3 | |
| 8 |  MIAX Miami Intl Hldgs Inc | $10.5M | 5.9% | 283K | New position | 1 of 3 | |
| 9 |  FSV Firstservice Corp New | $5.2M | 2.9% | 36K | −3,600 (−9%) | 3 of 3 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 3 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Langdon Equity Partners 13F FAQ
What does Langdon Equity Partners own?
Langdon Equity Partners reported 9 stocks worth $179M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are GSHD (19.4%), YETI (17.2%) and CSW (12.8%). The table above lists every position in the filing (the top 10 without an account).
What did Langdon Equity Partners buy and sell in Q2 2026?
Compared with Q1 2026: 2 new positions, 5 added to, 2 trimmed and 4 sold out. New positions include ATS and MIAX. It sold all of SKWD, BOW and XPEL.
When will Langdon Equity Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Langdon Equity Partners's portfolio worth?
The Q2 2026 filing reports $179M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.