# Langdon Equity Partners: Form 13F holdings

An institutional investment manager in TORONTO. SEC CIK 2111148.

- Quarter ended: 2026-06-30
- Filed: 2026-08-13
- Reported value: $178.9m
- Positions: 9 (9 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/2111148/000211114826000003/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [Goosehead Insurance Inc (GSHD)](/companies/gshd.md) | Common Stock | $34.7m | 19.4% | 715,000 |  | Reduced −174,500 |
| [YETI Holdings Inc (YETI)](/companies/yeti.md) | Common Stock | $30.7m | 17.2% | 620,000 |  | Added +25,000 |
| [CSW Industrials Inc (CSW)](/companies/csw.md) | Common Stock | $23.0m | 12.8% | 82,500 |  | Added +3,218 |
| [Esquire Financial Holdings Inc (ESQ)](/companies/esq.md) | Common Stock | $22.5m | 12.6% | 189,000 |  | Added +48,654 |
| [Kinsale Capital Group Inc (KNSL)](/companies/knsl.md) | Common Stock | $21.5m | 12.0% | 65,050 |  | Added +1,500 |
| [ATS Corp (ATS)](/companies/ats.md) | Common Stock | $17.3m | 9.7% | 600,000 |  | New +600,000 |
| [Appfolio Inc (APPF)](/companies/appf.md) | Common Stock | $13.6m | 7.6% | 85,000 |  | Added +49,750 |
| [Miami International Holdings Inc (MIAX)](/companies/miax.md) | Common Stock | $10.5m | 5.9% | 282,500 |  | New +282,500 |
| [FirstService Corp (FSV)](/companies/fsv.md) | Common Stock | $5.2m | 2.9% | 36,400 |  | Reduced −3,600 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [Bowhead Specialty Holdings Inc (BOW)](/companies/bow.md) | COM | $0 | 0.0% | 0 |  | Sold out −1,034 |
| [Ridgepost Capital Inc (RPC)](/companies/rpc.md) | COM | $0 | 0.0% | 0 |  | Sold out −2,528 |
| [Skyward Specialty Insurance Group Inc (SKWD)](/companies/skwd.md) | COM | $0 | 0.0% | 0 |  | Sold out −119,794 |
| [XPEL Inc (XPEL)](/companies/xpel.md) | COM | $0 | 0.0% | 0 |  | Sold out −486 |

Source: SEC EDGAR, Form 13F-HR, accession 0002111148-26-000003. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.