Langdon Equity Partners
An institutional investment manager in TORONTO. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 13, 2026. SEC CIK 2111148.
- Reported value$178.9m
- Positions9
Holdings: 9 positions
The filing on sec.govAs filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.
| Issuer | Class | CUSIP | Reported value$m | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Goosehead Insurance IncGSHD | Common Stock | 38267D109 | 34.7 | 19.4% | 715,000 | Reduced−174,500 | |
| YETI Holdings IncYETI | Common Stock | 98585X104 | 30.7 | 17.2% | 620,000 | Added+25,000 | |
| CSW Industrials IncCSW | Common Stock | 126402106 | 23.0 | 12.8% | 82,500 | Added+3,218 | |
| Esquire Financial Holdings IncESQ | Common Stock | 29667J101 | 22.5 | 12.6% | 189,000 | Added+48,654 | |
| Kinsale Capital Group IncKNSL | Common Stock | 49714P108 | 21.5 | 12.0% | 65,050 | Added+1,500 | |
| ATS CorpATS | Common Stock | 00217Y104 | 17.3 | 9.7% | 600,000 | New+600,000 | |
| Appfolio IncAPPF | Common Stock | 03783C100 | 13.6 | 7.6% | 85,000 | Added+49,750 | |
| Miami International Holdings IncMIAX | Common Stock | 59356Q108 | 10.5 | 5.9% | 282,500 | New+282,500 | |
| FirstService CorpFSV | Common Stock | 33767E202 | 5.2 | 2.9% | 36,400 | Reduced−3,600 |
Sold out: 4 positions
Held at the end of the quarter before and not reported this quarter.
| Issuer | Class | CUSIP | Reported value$ | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Bowhead Specialty Holdings IncBOW | COM | 10240L102 | 0.0 | 0.0% | 0 | Sold out−1,034 | |
| Ridgepost Capital IncRPC | COM | 69376K106 | 0.0 | 0.0% | 0 | Sold out−2,528 | |
| Skyward Specialty Insurance Group IncSKWD | COM | 830940102 | 0.0 | 0.0% | 0 | Sold out−119,794 | |
| XPEL IncXPEL | COM | 98379L100 | 0.0 | 0.0% | 0 | Sold out−486 |
Source: SEC EDGAR, Form 13F-HR, accession 0002111148-26-000003 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.