Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| GSHDGoosehead Insurance Inc | $34.7M | 19.4% | −19.6% |
| YETIYETI Holdings Inc | $30.7M | 17.2% | +4.2% |
| CSWCSW Industrials Inc | $23.0M | 12.8% | +4.1% |
| ESQEsquire Financial Holdings Inc | $22.5M | 12.6% | +34.7% |
| KNSLKinsale Capital Group Inc | $21.5M | 12.0% | +2.4% |
| ATSATS Corp | $17.3M | 9.7% | New |
| APPFAppfolio Inc | $13.6M | 7.6% | +141.1% |
| MIAXMiami International Holdings Inc | $10.5M | 5.9% | New |
| FSVFirstService Corp | $5.2M | 2.9% | −9.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| ESQEsquire Financial Holdings Inc | December 31, 2025 | +16.7% | $22.5M |
| YETIYETI Holdings Inc | December 31, 2025 | +12.2% | $30.7M |
| APPFAppfolio Inc | March 31, 2026 | +1.6% | $13.6M |
| CSWCSW Industrials Inc | December 31, 2025 | −5.2% | $23.0M |
| FSVFirstService Corp | December 31, 2025 | −8.6% | $5.2M |
| KNSLKinsale Capital Group Inc | December 31, 2025 | −15.7% | $21.5M |
| GSHDGoosehead Insurance Inc | December 31, 2025 | −34.1% | $34.7M |
Sold off last quarter
- SKWDSkyward Specialty Insurance Group Inc was $5.2M
- BOWBowhead Specialty Holdings Inc was $23K
- XPELXPEL Inc was $22K
- RPCRidgepost Capital Inc was $18K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.9% | +14.8% |
| March 31, 2026 | −23.8% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Langdon Equity Partners Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2111148&type=13F-HR&dateb=&owner=include&count=40CIK 2111148
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2111148/000211114826000003/Filed August 13, 2026 · accession 0002111148-26-000003