Langdon Equity Partners
Net buyer this quarter
$179M
9
+$28.1M
100.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 GSHD | $34.7M | 19.38% | 3.38% | -19.6% | Q4 2025 |
 YETI | $30.7M | 17.17% | 0.82% | +4.2% | Q4 2025 |
 CSW | $23M | 12.83% | 0.51% | +4.1% | Q4 2025 |
 ESQ | $22.5M | 12.58% | 2.19% | +34.7% | Q4 2025 |
 KNSL | $21.5M | 11.99% | 0.29% | +2.4% | Q4 2025 |
 ATS | $17.3M | 9.66% | 0.61% | New | Q2 2026 |
 APPF | $13.6M | 7.62% | Not reported | +141.1% | Q1 2026 |
 MIAX | $10.5M | 5.87% | 0.29% | New | Q2 2026 |
 FSV | $5.17M | 2.89% | 0.08% | -9.0% | Q4 2025 |
| Q1 2026 | |||||
| GSHD | $37.9M | 28.40% | 4.21% | +71.1% | Q4 2025 |
| YETI | $21.8M | 16.30% | 0.79% | -0.1% | Q4 2025 |
| KNSL | $21.7M | 16.25% | 0.28% | -8.1% | Q4 2025 |
| CSW | $20.7M | 15.46% | 0.48% | -3.7% | Q4 2025 |
| ESQ | $15.1M | 11.29% | 1.62% | +7.3% | Q4 2025 |
| APPF | $5.56M | 4.16% | Not reported | New | Q1 2026 |
| FSV | $5.55M | 4.16% | 0.09% | +300.0% | Q4 2025 |
 SKWD | $5.23M | 3.92% | 0.27% | -60.5% | Q4 2025 |
 BOW | $23.2K | 0.02% | 0.00% | +15.9% | Q4 2025 |
 XPEL | $21.5K | 0.02% | 0.00% | Not reported | Q4 2025 |
 RPC | $18.4K | 0.01% | 0.00% | Not reported | Q4 2025 |
| Q4 2025 | |||||
| GSHD | $41.9M | 21.57% | 2.46% | New | Q4 2025 |
| KNSL | $29.6M | 15.23% | 0.30% | New | Q4 2025 |
| YETI | $28.8M | 14.82% | 0.77% | New | Q4 2025 |
| CSW | $26.4M | 13.60% | 0.49% | New | Q4 2025 |
 BUR | $19.7M | 10.12% | 0.92% | New | Q4 2025 |
| SKWD | $17M | 8.73% | 0.75% | New | Q4 2025 |
| ESQ | $14.6M | 7.52% | 1.53% | New | Q4 2025 |
 AGYS | $12.4M | 6.41% | 0.34% | New | Q4 2025 |
 BGSI | $2.09M | 1.08% | 0.04% | New | Q4 2025 |
| FSV | $1.7M | 0.88% | 0.02% | New | Q4 2025 |
| BOW | $27.8K | 0.01% | 0.00% | New | Q4 2025 |
| RPC | $27.1K | 0.01% | 0.00% | New | Q4 2025 |
| XPEL | $26.5K | 0.01% | 0.00% | New | Q4 2025 |