Institutional
Langdon Equity Partners
CIK 0002111148
$133.6M
Reported AUM
11
Positions
Q1 2026
Period
2026-05-14
Filed
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%.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | GSHD | Goosehead Insurance Inc | $70.72 | 2.76% | -17.50% | -49.09% | $37.9M | 28.40% | — | HELD |
| 2 | YETI | YETI Holdings Inc | $51.09 | -1.50% | 41.54% | -48.81% | $21.8M | 16.30% | — | HELD |
| 3 | KNSL | Kinsale Capital Group Inc | $376.67 | 1.73% | -15.06% | 108.93% | $21.7M | 16.25% | — | HELD |
| 4 | CSW | CSW Industrials Inc | $272.61 | -8.80% | 11.56% | 109.57% | $20.7M | 15.46% | — | HELD |
| 5 | ESQ | Esquire Financial Holdings Inc | $131.89 | 3.38% | 42.19% | 428.08% | $15.1M | 11.29% | — | HELD |
| 6 | APPF | Appfolio Inc | $186.99 | 4.89% | -41.17% | 58.97% | $5.6M | 4.16% | — | HELD |
| 7 | FSV | FirstService Corp | $142.41 | -0.43% | -25.80% | -20.05% | $5.6M | 4.16% | — | HELD |
| 8 | SKWD | Skyward Specialty Insurance Group Inc | $62.52 | -0.40% | 27.09% | 221.57% | $5.2M | 3.92% | — | HELD |
| 9 | BOW | Bowhead Specialty Holdings Inc | $31.96 | -0.62% | 0.13% | 26.12% | $23K | 0.02% | — | HELD |
| 10 | XPEL | XPEL Inc | $44.36 | 0.97% | 39.52% | -42.18% | $22K | 0.02% | — | HELD |
| 11 | RPC | Ridgepost Capital Inc | $8.41 | -4.65% | -28.09% | -35.30% | $18K | 0.01% | — | HELD |
Source: SEC EDGAR · accession 0002111148-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.