The Analysis of Langdon Equity Partners's Holdings & P&L

Currently, Langdon Equity Partners holds 11 types of securities in its portfolio with a total value $133.6M. In the most recent quarter, they have increased their positions in GSHD (+369.5K shares, valued at $15.8M), APPF (+35.3K shares, valued at $5.6M), FSV (+30.0K shares, valued at $4.2M); decreased their positions in SKWD (-183.7K shares, valued at $8.0M), KNSL (-5.6K shares, valued at $1.9M), CSW (-3.0K shares, valued at $781.7K); initiated new positions in APPF (+35.3K shares, valued at $5.6M).

1M P&L

+16.3M+10.83%

3M P&L

+26.6M+18.99%

HY P&L

+2.4M+1.46%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Insurance Brokers37.9M

28.4%

2Insurance - Property & Casualty27.0M

20.2%

3Leisure21.8M

16.3%

Top Industries by Stock Count

1Insurance - Property & Casualty3 stocks

27.3%

2Software - Application1 stocks

9.1%

3Specialty Industrial Machinery1 stocks

9.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

GSHD Goosehead Insurance Inc889.5K shares71.06%2026-03-312026-05-14

YETI YETI Holdings Inc595.0K shares-0.14%2026-03-312026-05-14

KNSL Kinsale Capital Group Inc63.5K shares-8.10%2026-03-312026-05-14

CSW CSW Industrials Inc79.3K shares-3.65%2026-03-312026-05-14

ESQ Esquire Financial Holdings Inc140.3K shares7.26%2026-03-312026-05-14

APPF Appfolio Inc35.3K sharesnew addition2026-03-312026-05-14

FSV FirstService Corp40.0K shares300.00%2026-03-312026-05-14

SKWD Skyward Specialty Insurance Group Inc119.8K shares-60.52%2026-03-312026-05-14

Sponsored

BOW Bowhead Specialty Holdings Inc1.0K shares15.92%2026-03-312026-05-14

XPEL XPEL Inc486 shares0.00%2026-03-312026-05-14

PX Ridgepost Capital Inc2.5K shares0.00%2026-03-312026-05-14

GSHD

Goosehead Insurance Inc

71.06%

Shares889.5K

Event2026-03-31

Filed2026-05-14

YETI

YETI Holdings Inc

-0.14%

Shares595.0K

Event2026-03-31

Filed2026-05-14

KNSL

Kinsale Capital Group Inc

-8.10%

Shares63.5K

Event2026-03-31

Filed2026-05-14

CSW

CSW Industrials Inc

-3.65%

Shares79.3K

Event2026-03-31

Filed2026-05-14

ESQ

Esquire Financial Holdings Inc

7.26%

Shares140.3K

Event2026-03-31

Filed2026-05-14

APPF

Appfolio Inc

New

Shares35.3K

Event2026-03-31

Filed2026-05-14

FSV

FirstService Corp

300.00%

Shares40.0K

Event2026-03-31

Filed2026-05-14

SKWD

Skyward Specialty Insurance Group Inc

-60.52%

Shares119.8K

Event2026-03-31

Filed2026-05-14

BOW

Bowhead Specialty Holdings Inc

15.92%

Shares1.0K

Event2026-03-31

Filed2026-05-14

XPEL

XPEL Inc

0.00%

Shares486

Event2026-03-31

Filed2026-05-14

Ridgepost Capital Inc

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available