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 | $62.00 | -2.91% | -26.11% | -54.41% | $37.9M | 28.40% | — | HELD |
| 2 | YETI | YETI Holdings Inc | $48.94 | -1.41% | 36.21% | -50.73% | $21.8M | 16.30% | — | HELD |
| 3 | KNSL | Kinsale Capital Group Inc | $356.42 | 0.15% | -19.75% | 97.39% | $21.7M | 16.25% | — | HELD |
| 4 | CSW | CSW Industrials Inc | $318.93 | 1.76% | 28.26% | 140.93% | $20.7M | 15.46% | — | HELD |
| 5 | ESQ | Esquire Financial Holdings Inc | $129.22 | -0.31% | 39.75% | 419.01% | $15.1M | 11.29% | — | HELD |
| 6 | APPF | Appfolio Inc | $180.19 | 2.37% | -43.54% | 52.57% | $5.6M | 4.16% | — | HELD |
| 7 | FSV | FirstService Corp | $140.89 | -2.55% | -27.33% | -21.70% | $5.6M | 4.16% | — | HELD |
| 8 | SKWD | Skyward Specialty Insurance Group Inc | $59.95 | 0.13% | 21.69% | 207.91% | $5.2M | 3.92% | — | HELD |
| 9 | BOW | Bowhead Specialty Holdings Inc | $30.59 | 0.46% | -4.61% | 20.17% | $23K | 0.02% | — | HELD |
| 10 | XPEL | XPEL Inc | $44.37 | 0.50% | 37.92% | -42.84% | $22K | 0.02% | — | HELD |
| 11 | RPC | Ridgepost Capital Inc | $8.62 | 0.82% | -27.06% | -34.38% | $18K | 0.01% | — | HELD |
Source: SEC EDGAR · accession 0002111148-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.