Investor
Langdon Equity Partners
CIK 0002111148 · filed 2026-05-14 · SEC filing
13F book
$133.6M
Positions
11
1 new · 3 sold
Largest name
28.4%
Goosehead Ins Inc
Est. mark
−$39.3M
Price effect on 10 names still held. Flow −$21.4M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Goosehead Ins Inc | — | 889.5K | $37.9M | 28.4% | −$19.7M | Added−$3.95M |
| Yeti Hldgs Inc | — | 595K | $21.8M | 16.3% | −$6.98M | Cut−$7.02M |
| Kinsale Cap Group Inc | — | 63.5K | $21.7M | 16.3% | −$5.48M | Cut−$7.87M |
| Csw Industrials, Inc. | CSW | 79.3K | $20.7M | 15.5% | −$4.8M | Cut−$5.76M |
| Esquire Finl Hldgs Inc | — | 140.3K | $15.1M | 11.3% | −$542.9K | Added$478.4K |
| Appfolio Inc | APPF | 35.3K | $5.56M | 4.2% | — | New |
| Firstservice Corp New | — | 40K | $5.55M | 4.2% | −$312.6K | Added$3.85M |
| Skyward Specialty Ins Group | — | 119.8K | $5.23M | 3.9% | −$1.46M | Cut−$11.7M |
| Bowhead Specialty Hldgs Inc | — | 1.03K | $23.2K | 0.0% | −$7.84K | Added−$4.65K |
| XPEL, Inc. | XPEL | 486 | $21.5K | 0.0% | −$5.02K | Held |
| P10 Inc | — | 2.53K | $18.4K | 0.0% | −$8.77K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.