Langdon Equity Partners
CIK 0002111148 · TORONTO, null · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source ↗
Langdon Equity Partners reported 9 positions worth $178.9M as of June 30, 2026 (13F filed August 13, 2026). Largest holding: GSHD (19.4%).
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$178.9M
2026 Q2
Positions
9
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
100.0%
Est. Net Flow (Q)
—
2026 Q2
9 positions shown
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | GSHD | SH | $34.7M | 19.38% | 715,000 | — | — | |
| ▸ 2 | YETI | SH | $30.7M | 17.17% | 620,000 | — | — | |
| ▸ 3 | CSW | SH | $23.0M | 12.83% | 82,500 | — | — | |
| ▸ 4 | ESQ | SH | $22.5M | 12.58% | 189,000 | — | — | |
| ▸ 5 | KNSL | SH | $21.5M | 11.99% | 65,050 | — | — | |
| ▸ 6 | ATS | SH | $17.3M | 9.66% | 600,000 | — | — | |
| ▸ 7 | APPF | SH | $13.6M | 7.62% | 85,000 | — | — | |
| ▸ 8 | MIAX | SH | $10.5M | 5.87% | 282,500 | — | — | |
| ▸ 9 | FSV | SH | $5.2M | 2.89% | 36,400 | — | — |
Read the 2026-Q2 quarterly report · 13F Filing Calendar
Frequently Asked Questions
What stocks does Langdon Equity Partners hold as of Q2 2026?
Langdon Equity Partners reported 9 positions worth $178.9M in its Q2 2026 13F filing. Largest positions: GSHD (19.4%), YETI (17.2%), CSW (12.8%), ESQ (12.6%) and KNSL (12.0%).
What did Langdon Equity Partners buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Langdon Equity Partners sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.