Langdon Equity Partners
Top Portfolio Positions
11 positions ·
$133,592,522 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GSHD |
Goosehead Insurance, Inc.
Financial Services
|
889,500 | $37,946,070 | 28.40% | |
| YETI |
YETI Holdings, Inc.
Consumer Cyclical
|
595,000 | $21,771,050 | 16.30% | |
| KNSL |
Kinsale Capital Group, Inc.
Financial Services
|
63,550 | $21,712,493 | 16.25% | |
| CSW |
Csw Industrials, Inc.
Industrials
|
79,282 | $20,659,303 | 15.46% | |
| ESQ |
Esquire Financial Holdings, Inc.
Financial Services
|
140,346 | $15,087,195 | 11.29% | |
| APPF |
Appfolio Inc
Technology
|
35,250 | $5,563,155 | 4.16% | |
| FSV |
FirstService Corp
Real Estate
|
40,000 | $5,557,600 | 4.16% | |
| SKWD |
Skyward Specialty Insurance Group, Inc.
Financial Services
|
119,794 | $5,232,601 | 3.92% | |
| BOW |
Bowhead Specialty Holdings Inc.
Financial Services
|
1,034 | $23,192 | 0.02% | |
| XPEL |
XPEL, Inc.
Consumer Cyclical
|
486 | $21,510 | 0.02% |
Portfolio Trend
2 quarters · across all stocks
Holdings in APPF
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,563,155 | 35,250 | Shares | Sole | 2026-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||