Langdon Equity Partners: 13F holdings
CIK 21111482026Q2
| Positions | 9 |
|---|
| Reported value | $178.9m |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 9 (-2 vs prior quarter) |
|---|
| Reported value | $178.9m (+33.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| GSHD Goosehead Insurance Inc | 715,000 | $34.7m | 19.4% |
| YETI YETI Holdings Inc | 620,000 | $30.7m | 17.2% |
| CSW CSW Industrials Inc | 82,500 | $23.0m | 12.8% |
| ESQ Esquire Financial Holdings Inc | 189,000 | $22.5m | 12.6% |
| KNSL Kinsale Capital Group Inc | 65,050 | $21.5m | 12.0% |
| ATS ATS Corp | 600,000 | $17.3m | 9.7% |
| APPF Appfolio Inc | 85,000 | $13.6m | 7.6% |
| MIAX Miami International Holdings Inc | 282,500 | $10.5m | 5.9% |
| FSV FirstService Corp | 36,400 | $5.2m | 2.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2111148")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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