Langdon Equity Partners

TORONTO, A6 · CIK 2111148 · 13F filing filed 2026-08-13

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyToronto

$178.9m reported value +33.9% vs Q1 2026

9positions

100.0%in top 10

2 new 5 added 2 reduced 4 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	GOOSEHEAD INS INC COM CL A GSHD	GSHD	715,000	$34.7m19.38%	19.38%	Reduced -174.5k	-174,500 -19.6%
2	YETI HLDGS INC COM YETI	YETI	620,000	$30.7m17.17%	17.17%	Added +25.0k	+25,000 4.2%
3	CSW INDUSTRIALS INC COM CSW	CSW	82,500	$23.0m12.83%	12.83%	Added +3.2k	+3,218 4.1%
4	ESQUIRE FINL HLDGS INC COM ESQ	ESQ	189,000	$22.5m12.58%	12.58%	Added +48.7k	+48,654 34.7%
5	KINSALE CAP GROUP INC COM KNSL	KNSL	65,050	$21.5m11.99%	11.99%	Added +1.5k	+1,500 2.4%
6	ATS CORPORATION COM ATS	ATS	600,000	$17.3m9.66%	9.66%	New
7	APPFOLIO INC COM CL A APPF	APPF	85,000	$13.6m7.62%	7.62%	Added +49.8k	+49,750 141.1%
8	MIAMI INTL HLDGS INC COM MIAX	MIAX	282,500	$10.5m5.87%	5.87%	New
9	FIRSTSERVICE CORP NEW COM FSV	FSV	36,400	$5.2m2.89%	2.89%	Reduced -3.6k	-3,600 -9.0%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
SKYWARD SPECIALTY INS GROUP SKWD	SKWD	119,794	$5.2m119.8k shares
BOWHEAD SPECIALTY HLDGS INC BOW	BOW	1,034	$23.2k1.0k shares
XPEL INC XPEL	XPEL	486	$21.5k486 shares
P10 INC RPC	RPC	2,528	$18.4k2.5k shares