Filed: 8/13/2026ACC: 0002111148-26-000003
📋 What this filing means
LANGDON EQUITY PARTNERS filed this quarterly 13F‑HR report disclosing 9 equity positions with a total reported market value of $178.92M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
9
Positions
$178.92M
Total AUM (reported)
2.68M
Total Shares
Allocation by class
COMMON STOCK$178.92M100.0%
Portfolio Concentration
Top 3$88.36M49.4%
4–10$90.55M50.6%
Top 3 weight
49.4%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 2.68M
Sole
Full voting authority
2.68M
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)
Sole9
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings9
Rows:
Goosehead Insurance Inc
SOLEShares715K
TypeSH
Market value$34.68M
19.38%
Sole
715K
Shared
0.00
None
0.00
YETI Holdings Inc
SOLEShares620K
TypeSH
Market value$30.73M
17.17%
Sole
620K
Shared
0.00
None
0.00
CSW Industrials Inc
SOLEShares82.50K
TypeSH
Market value$22.96M
12.83%
Sole
82.50K
Shared
0.00
None
0.00
Esquire Financial Holdings Inc
SOLEShares189K
TypeSH
Market value$22.51M
12.58%
Sole
189K
Shared
0.00
None
0.00
Kinsale Capital Group Inc
SOLEShares65.05K
TypeSH
Market value$21.45M
11.99%
Sole
65.05K
Shared
0.00
None
0.00
ATS Corp
SOLEShares600K
TypeSH
Market value$17.29M
9.66%
Sole
600K
Shared
0.00
None
0.00
Appfolio Inc
SOLEShares85K
TypeSH
Market value$13.63M
7.62%
Sole
85K
Shared
0.00
None
0.00
Miami International Holdings Inc
SOLEShares282.50K
TypeSH
Market value$10.50M
5.87%
Sole
282.50K
Shared
0.00
None
0.00
FirstService Corp
SOLEShares36.40K
TypeSH
Market value$5.17M
2.89%
Sole
36.40K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Goosehead Insurance IncSOLE | Common Stock | 715K | SH | $34.68M 19.38% | 715K | 0.00 | 0.00 |
YETI Holdings IncSOLE | Common Stock | 620K | SH | $30.73M 17.17% | 620K | 0.00 | 0.00 |
CSW Industrials IncSOLE | Common Stock | 82.50K | SH | $22.96M 12.83% | 82.50K | 0.00 | 0.00 |
Esquire Financial Holdings IncSOLE | Common Stock | 189K | SH | $22.51M 12.58% | 189K | 0.00 | 0.00 |
Kinsale Capital Group IncSOLE | Common Stock | 65.05K | SH | $21.45M 11.99% | 65.05K | 0.00 | 0.00 |
ATS CorpSOLE | Common Stock | 600K | SH | $17.29M 9.66% | 600K | 0.00 | 0.00 |
Appfolio IncSOLE | Common Stock | 85K | SH | $13.63M 7.62% | 85K | 0.00 | 0.00 |
Miami International Holdings IncSOLE | Common Stock | 282.50K | SH | $10.50M 5.87% | 282.50K | 0.00 | 0.00 |
FirstService CorpSOLE | Common Stock | 36.40K | SH | $5.17M 2.89% | 36.40K | 0.00 | 0.00 |