Filed: 5/14/2026ACC: 0002111148-26-000002
📋 What this filing means
LANGDON EQUITY PARTNERS filed this quarterly 13F‑HR report disclosing 11 equity positions with a total reported market value of $133.59M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
11
Positions
$133.59M
Total AUM (reported)
1.97M
Total Shares
Allocation by class
COM$133.59M100.0%
Portfolio Concentration
Top 3$81.43M61.0%
4–10$52.14M39.0%
11–25$18.4K0.0%
Top 3 weight
61.0%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 1.97M
Sole
Full voting authority
1.97M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole11
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings11
Rows:
Goosehead Insurance Inc
SOLEShares889.50K
TypeSH
Market value$37.95M
28.40%
Sole
889.50K
Shared
0.00
None
0.00
YETI Holdings Inc
SOLEShares595K
TypeSH
Market value$21.77M
16.30%
Sole
595K
Shared
0.00
None
0.00
Kinsale Capital Group Inc
SOLEShares63.55K
TypeSH
Market value$21.71M
16.25%
Sole
63.55K
Shared
0.00
None
0.00
CSW Industrials Inc
SOLEShares79.28K
TypeSH
Market value$20.66M
15.46%
Sole
79.28K
Shared
0.00
None
0.00
Esquire Financial Holdings Inc
SOLEShares140.35K
TypeSH
Market value$15.09M
11.29%
Sole
140.35K
Shared
0.00
None
0.00
Appfolio Inc
SOLEShares35.25K
TypeSH
Market value$5.56M
4.16%
Sole
35.25K
Shared
0.00
None
0.00
FirstService Corp
SOLEShares40K
TypeSH
Market value$5.55M
4.16%
Sole
40K
Shared
0.00
None
0.00
Skyward Specialty Insurance Group Inc
SOLEShares119.79K
TypeSH
Market value$5.23M
3.92%
Sole
119.79K
Shared
0.00
None
0.00
Bowhead Specialty Holdings Inc
SOLEShares1.03K
TypeSH
Market value$23.2K
0.02%
Sole
1.03K
Shared
0.00
None
0.00
XPEL Inc
SOLEShares486.00
TypeSH
Market value$21.5K
0.02%
Sole
486.00
Shared
0.00
None
0.00
Ridgepost Capital Inc
SOLEShares2.53K
TypeSH
Market value$18.4K
0.01%
Sole
2.53K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Goosehead Insurance IncSOLE | COM | 889.50K | SH | $37.95M 28.40% | 889.50K | 0.00 | 0.00 |
YETI Holdings IncSOLE | COM | 595K | SH | $21.77M 16.30% | 595K | 0.00 | 0.00 |
Kinsale Capital Group IncSOLE | COM | 63.55K | SH | $21.71M 16.25% | 63.55K | 0.00 | 0.00 |
CSW Industrials IncSOLE | COM | 79.28K | SH | $20.66M 15.46% | 79.28K | 0.00 | 0.00 |
Esquire Financial Holdings IncSOLE | COM | 140.35K | SH | $15.09M 11.29% | 140.35K | 0.00 | 0.00 |
Appfolio IncSOLE | COM | 35.25K | SH | $5.56M 4.16% | 35.25K | 0.00 | 0.00 |
FirstService CorpSOLE | COM | 40K | SH | $5.55M 4.16% | 40K | 0.00 | 0.00 |
Skyward Specialty Insurance Group IncSOLE | COM | 119.79K | SH | $5.23M 3.92% | 119.79K | 0.00 | 0.00 |
Bowhead Specialty Holdings IncSOLE | COM | 1.03K | SH | $23.2K 0.02% | 1.03K | 0.00 | 0.00 |
XPEL IncSOLE | COM | 486.00 | SH | $21.5K 0.02% | 486.00 | 0.00 | 0.00 |
Ridgepost Capital IncSOLE | COM | 2.53K | SH | $18.4K 0.01% | 2.53K | 0.00 | 0.00 |