Funds › Langdon Equity Partners
Langdon Equity Partners
13F for Q3 2026, filed Nov 12, 2026. 23 positions worth $146.0M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Ask your AI about this
Connect Claude, ChatGPT, Gemini or Grok (Microsoft 365 Copilot coming soon) to 13F.ai and ask in plain English. Copy a question to get started:
Using 13F.ai, what are the biggest new, added, trimmed and exited positions of Langdon Equity Partners in the latest 13F quarter?
Using 13F.ai, how has Langdon Equity Partners's portfolio concentration changed over the last four quarters?
Using 13F.ai, which of Langdon Equity Partners's top holdings have also been bought by insiders recently?
Connect your AI · Plans and the 7-day free trial (card required)
Holdings, Q3 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | YETI YETI Holdings, Inc. | 745,400 | $30.6M | 20.9% | +20.2% | 13F ↗ |
| 2 | GSHD Goosehead Insurance, Inc. | 540,245 | $24.5M | 16.8% | -24.4% | 13F ↗ |
| 3 | ESQ Esquire Financial Holdings, Inc. | 197,000 | $22.9M | 15.7% | +4.2% | 13F ↗ |
| 4 | CSW CSW Industrials, Inc. | 72,060 | $20.8M | 14.2% | -12.7% | 13F ↗ |
| 5 | APPF AppFolio, Inc. | 83,080 | $16.7M | 11.4% | -2.3% | 13F ↗ |
| 6 | KNSL Kinsale Capital Group, Inc. | 33,154 | $10.7M | 7.3% | -49.0% | 13F ↗ |
| 7 | ATS ATS Corporation | 560,543 | $10.1M | 6.9% | -6.6% | 13F ↗ |
| 8 | FSV FirstService Corporation | 31,539 | $4.0M | 2.8% | -13.4% | 13F ↗ |
| 9 | HUBS HubSpot, Inc. | 14,250 | $2.9M | 2.0% | New | 13F ↗ |
| 10 | SPXC SPX Technologies, Inc. | 15,600 | $2.6M | 1.8% | New | 13F ↗ |
| 11 | TFII TFI International Inc. | 127 | $15.2K | <0.1% | New | 13F ↗ |
| 12 | ONON On Holding AG · Namen Akt A | 491 | $14.5K | <0.1% | New | 13F ↗ |
| 13 | RYAN Ryan Specialty Holdings, Inc. | 387 | $14.3K | <0.1% | New | 13F ↗ |
| 14 | GWRE Guidewire Software, Inc. | 90 | $12.8K | <0.1% | New | 13F ↗ |
| 15 | WTM White Mountains Insurance Group, Ltd. | 6 | $12.0K | <0.1% | New | 13F ↗ |
| 16 | TOST Toast, Inc. | 392 | $11.4K | <0.1% | New | 13F ↗ |
| 17 | MIAX Miami International Holdings, Inc. | 332 | $11.1K | <0.1% | -99.9% | 13F ↗ |
| 18 | APG APi Group Corporation | 273 | $10.5K | <0.1% | New | 13F ↗ |
| 19 | AYI Acuity Inc. | 31 | $9,604 | <0.1% | New | 13F ↗ |
| 20 | JHX James Hardie Industries plc. | 362 | $9,162 | <0.1% | New | 13F ↗ |
| 21 | ROAD Construction Partners, Inc. | 97 | $8,733 | <0.1% | New | 13F ↗ |
| 22 | CWST Casella Waste Systems, Inc. | 105 | $8,437 | <0.1% | New | 13F ↗ |
| 23 | SITE SiteOne Landscape Supply, Inc. | 74 | $6,683 | <0.1% | New | 13F ↗ |
Changes since Q2 2026
14 new, 2 added to, 7 trimmed, 0 exited, 0 unchanged. By estimated dollars.
New positions (14)
| HUBS HubSpot, Inc. | 14,250 | New | $2.9M |
| SPXC SPX Technologies, Inc. | 15,600 | New | $2.6M |
| TFII TFI International Inc. | 127 | New | $15.2K |
| ONON On Holding AG · Namen Akt A | 491 | New | $14.5K |
| RYAN Ryan Specialty Holdings, Inc. | 387 | New | $14.3K |
| GWRE Guidewire Software, Inc. | 90 | New | $12.8K |
| WTM White Mountains Insurance Group, Ltd. | 6 | New | $12.0K |
| TOST Toast, Inc. | 392 | New | $11.4K |
| APG APi Group Corporation | 273 | New | $10.5K |
| AYI Acuity Inc. | 31 | New | $9,604 |
Added to (2)
Trimmed (7)
| KNSL Kinsale Capital Group, Inc. | 33,154 | -49.0% | -$10.3M |
| MIAX Miami International Holdings, Inc. | 332 | -99.9% | -$9.5M |
| GSHD Goosehead Insurance, Inc. | 540,245 | -24.4% | -$7.9M |
| CSW CSW Industrials, Inc. | 72,060 | -12.7% | -$3.0M |
| ATS ATS Corporation | 560,543 | -6.6% | -$713.1K |
| FSV FirstService Corporation | 31,539 | -13.4% | -$622.3K |
| APPF AppFolio, Inc. | 83,080 | -2.3% | -$385.0K |
Exited (0)
None this quarter.
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
Compare two quarters
Pick any two quarters: what is new, added to, trimmed or exited. Premium plan.
Reported value by quarter
Value and number of positions at the end of each quarter.
Loading…
Largest positions in earlier quarters
Pick a quarter to see what the fund's biggest positions were then.
Loading…
Ten largest positions
By value, Q3 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer