Langdon Equity Partners
9 holdingsFiling period: 2026-06-30Current AUM: $181.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GSHD | Goosehead Insurance Inc | 715.0K | $34.7M | $40.3M | 22.19% | -174,500 | 2026-06-30 |
| 2 | YETI | YETI Holdings Inc | 620.0K | $30.7M | $25.1M | 13.82% | +25.0K | 2026-06-30 |
| 3 | CSW | CSW Industrials Inc | 82.5K | $23.0M | $24.4M | 13.45% | +3.2K | 2026-06-30 |
| 4 | ESQ | Esquire Financial Holdings Inc | 189.0K | $22.5M | $22.2M | 12.22% | +48.7K | 2026-06-30 |
| 5 | KNSL | Kinsale Capital Group Inc | 65.0K | $21.5M | $23.4M | 12.87% | +1.5K | 2026-06-30 |
| 6 | ATS | ATS Corp | 600.0K | $17.3M | $11.6M | 6.40% | -- | 2026-06-30 |
| 7 | APPF | Appfolio Inc | 85.0K | $13.6M | $17.5M | 9.62% | +49.8K | 2026-06-30 |
| 8 | MIAX | Miami International Holdings Inc | 282.5K | $10.5M | $12.1M | 6.67% | -- | 2026-06-30 |
| 9 | FSV | FirstService Corp | 36.4K | $5.2M | $5.0M | 2.76% | -3,600 | 2026-06-30 |
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