2026 Q2 Portfolio Activity
In 2026 Q2, Langdon Equity Partners maintained a portfolio of 13 distinct positions. The most significant new addition was ATS Corp, now representing 9.66% of the total fund value. They heavily accumulated shares in Appfolio Inc, increasing the position by 141.1%. Conversely, Langdon Equity Partners completely exited their position in Skyward Specialty Insurance Gr.
Position History
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Langdon Equity Partners
AUM $179M
Total Positions
13
Quarter
2026 Q2
Top Holding
GSHD (19.4%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-13 of 13
Langdon Equity Partners Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
GSHD
Goosehead Insur...
|
Financial Services | 19.38% | 28.40% |
#1
Prev: #1
|
6.5 |
—
|
-174,500 | -19.6% |
P
S
|
715,000 | $34,677,500 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
YETI
YETI Holdings I...
|
Consumer Cyclical | 17.17% | 16.30% |
#2
Prev: #2
|
6.0 |
—
|
25,000 | 4.2% |
P
S
|
620,000 | $30,727,200 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
CSWI
CSW Industrials...
|
Unknown | 12.83% | 15.46% |
#3
1
Prev: #4
|
5.5 |
—
|
3,218 | 4.1% |
P
S
|
82,500 | $22,959,750 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
ESQ
Esquire Financi...
|
Financial Services | 12.58% | 11.29% |
#4
1
Prev: #5
|
7.0 |
—
|
48,654 | 34.7% |
P
S
|
189,000 | $22,511,790 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
KNSL
Kinsale Capital...
|
Financial Services | 11.99% | 16.25% |
#5
2
Prev: #3
|
5.0 |
—
|
1,500 | 2.4% |
P
S
|
65,050 | $21,454,141 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
ATS
ATS Corp
|
Industrials | 9.66% | — |
#6
Prev: #—
|
7.4 |
—
|
600,000 | — |
NEW
|
600,000 | $17,286,631 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
APPF
Appfolio Inc
|
Technology | 7.62% | 4.16% |
#7
1
Prev: #6
|
6.0 |
—
|
49,750 | 141.1% |
P
S
|
85,000 | $13,629,750 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
MIAX
Miami Internati...
|
Financial Services | 5.87% | — |
#8
Prev: #—
|
5.8 |
—
|
282,500 | — |
NEW
|
282,500 | $10,497,700 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
FSV
FirstService Co...
|
Real Estate | 2.89% | 4.16% |
#9
2
Prev: #7
|
1.7 |
—
|
-3,600 | -9.0% |
P
S
|
36,400 | $5,173,577 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
PX
Ridgepost Capit...
|
Unknown | 0.00% | 0.01% |
Sold All 😨
(Was: #11) |
0.0 |
—
|
-2,528 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
XPEL
XPEL Inc
|
Consumer Cyclical | 0.00% | 0.02% |
Sold All 😨
(Was: #10) |
0.0 |
—
|
-486 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
BOW
Bowhead Special...
|
Financial Services | 0.00% | 0.02% |
Sold All 😨
(Was: #9) |
0.0 |
—
|
-1,034 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
SKWD
Skyward Special...
|
Financial Services | 0.00% | 3.92% |
Sold All 😨
(Was: #8) |
0.0 |
—
|
-119,794 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 |
Showing 1-13 of 13 holdings