Langdon Equity Partners
CIK 0002111148 · TORONTO, null · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source ↗
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
Top Holdings
GSHD
Goosehead Insurance Inc
19.4%
YETI
YETI Holdings Inc
17.2%
CSW
CSW Industrials Inc
12.8%
ESQ
Esquire Financial Holdings Inc
12.6%
KNSL
Kinsale Capital Group Inc
12.0%
ATS
ATS Corp
9.7%
APPF
Appfolio Inc
7.6%
MIAX
Miami International Holdings Inc
5.9%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.