Q1 2026 · 13F-HR
Langdon Equity Partnersholdings as filed
Filed 2026-05-14 · accession 0002111148-26-000002
$133.6M
Reported value
11
Positions
2026-03-31
Period end
The Brief · Langdon Equity Partners · Q1 2026
AI · grounded in 13F
Langdon Equity Partners closed its position in Burford Capital Ltd BUR, reducing exposure by $19.66M. The fund also exited its holding in Agilysys Inc AGYS for $12.45M and trimmed its stake in Skyward Specialty Insurance Group Inc SKWD by 60.52%. On the buy side, the fund established a new position in Appfolio Inc APPF worth $5.56M and increased its shares of FirstService Corp FSV by 300%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 38267D109 | GSHD | Goosehead Insurance Inc | $37.9M | 28.4% | 889,500 | Common | SOLE |
| 98585X104 | YETI | YETI Holdings Inc | $21.8M | 16.3% | 595,000 | Common | SOLE |
| 49714P108 | KNSL | Kinsale Capital Group Inc | $21.7M | 16.3% | 63,550 | Common | SOLE |
| 126402106 | CSW | CSW Industrials Inc | $20.7M | 15.5% | 79,282 | Common | SOLE |
| 29667J101 | ESQ | Esquire Financial Holdings Inc | $15.1M | 11.3% | 140,346 | Common | SOLE |
| 03783C100 | APPF | Appfolio Inc | $5.6M | 4.16% | 35,250 | Common | SOLE |
| 33767E202 | FSV | FirstService Corp | $5.6M | 4.16% | 40,000 | Common | SOLE |
| 830940102 | SKWD | Skyward Specialty Insurance Group Inc | $5.2M | 3.92% | 119,794 | Common | SOLE |
| 10240L102 | BOW | Bowhead Specialty Holdings Inc | $23,193 | 0.02% | 1,034 | Common | SOLE |
| 98379L100 | XPEL | XPEL Inc | $21,510 | 0.02% | 486 | Common | SOLE |
| 69376K106 | RPC | Ridgepost Capital Inc | $18,353 | 0.01% | 2,528 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.