Institutional Fund
Langdon Equity Partners
Toronto, OntarioCIK 21111482 filings on record
Portfolio Value
$133.59M
Q1 2026
Holdings
11
Reported positions
New Buys
1
Opened this quarter
QoQ Change
-31.2%
from $194.24M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Goosehead Ins Inc28.4%
- Yeti Hldgs Inc16.3%
- Kinsale Cap Group Inc16.3%
- Csw Industrials Inc15.5%
- Esquire Finl Hldgs Inc11.3%
- Appfolio Inc4.2%
- Other8.1%
Portfolio Holdings
11 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Goosehead Ins Inc | 889.5K | $37.95M | 28.4% | +369.5K | Added |
| 2 | Yeti Hldgs Inc | 595.0K | $21.77M | 16.3% | −839 | Reduced |
| 3 | Kinsale Cap Group Inc | 63.5K | $21.71M | 16.3% | −5.6K | Reduced |
| 4 | Csw Industrials Inc | 79.3K | $20.66M | 15.5% | −3.0K | Reduced |
| 5 | Esquire Finl Hldgs Inc | 140.3K | $15.09M | 11.3% | +9.5K | Added |
| 6 | Appfolio Inc | 35.3K | $5.56M | 4.2% | +35.3K | New |
| 7 | Firstservice Corp New | 40.0K | $5.55M | 4.2% | +30.0K | Added |
| 8 | Skyward Specialty Ins Group | 119.8K | $5.23M | 3.9% | −183.7K | Reduced |
| 9 | Bowhead Specialty Hldgs Inc | 1.0K | $23.2K | 0.0% | +142 | Added |
| 10 | Xpel Inc | 486 | $21.5K | 0.0% | 0 | Held |
1 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio