account_balance
Investment manager · 13F filer · SEC CIK 2111148
Langdon Equity Partners
Reported value$146Mas of Sep 30, 2026
Positions23 14 new, 0 sold out
Top 10 weight99.9%YETI alone is 21%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
YETIYETI Holdings Inc
20.9%Added +20%
GSHDGoosehead Insurance Inc
16.8%Trimmed −24%
ESQEsquire Financial Holdings Inc
15.7%Added +4%
CSWCSW Industrials Inc
14.2%Trimmed −13%
APPFAppfolio Inc
11.4%Trimmed −2%
KNSLKinsale Capital Group Inc
7.3%Trimmed −49%
ATSATS Corp
6.9%Trimmed −7%
FSVFirstService Corp
2.8%Trimmed −13%
HUBS2.0%SPXC1.8%YETIYETI Holdings Inc
20.9%Added +20%
GSHDGoosehead Insurance Inc
16.8%Trimmed −24%
ESQEsquire Financial Holdings Inc
15.7%Added +4%
CSWCSW Industrials Inc
14.2%Trimmed −13%
APPFAppfolio Inc
11.4%Trimmed −2%
KNSL7.3%ATS6.9%FSV2.8%HUBSSPXCBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
YETI YETI Holdings Inc 20.9% Added +20%GSHD Goosehead Insurance Inc 16.8% Trimmed −24%ESQ Esquire Financial Holdings Inc 15.7% Added +4%CSW CSW Industrials Inc 14.2% Trimmed −13%APPF Appfolio Inc 11.4% Trimmed −2%KNSL Kinsale Capital Group Inc 7.3% Trimmed −49%ATS ATS Corp 6.9% Trimmed −7%FSV FirstService Corp 2.8% Trimmed −13%HUBS HubSpot Inc 2.0% NewSPXC SPX Technologies Inc 1.8% NewTFII TFI International Inc 0.0% NewONON On Holding AG 0.0% New
What changed