Langdon Equity Partners 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
LE Langdon Equity Partners | Institutional Filer | ▼ 31.22% | $133.6M | 11 |
Current Portfolio Holdings
Showing all 11 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | GSHD | Goosehead Insurance, Inc | Financial Services | 890K | $37.9M | 28.40% |
| 2 | YETI | YETI Holdings, Inc. | Consumer Cyclical | 595K | $21.8M | 16.30% |
| 3 | KNSL | Kinsale Capital Group, Inc. | Financial Services | 64K | $21.7M | 16.25% |
| 4 | CSW | CSW Industrials, Inc. | Industrials | 79K | $20.7M | 15.46% |
| 5 | ESQ | Esquire Financial Holdings, Inc. | Financial Services | 140K | $15.1M | 11.29% |
| 6 | APPF | AppFolio, Inc. | Technology | 35K | $5.6M | 4.16% |
| 7 | FSV | FirstService Corporation | Real Estate | 40K | $5.6M | 4.16% |
| 8 | SKWD | Skyward Specialty Insurance Group, Inc. | Financial Services | 120K | $5.2M | 3.92% |
| 9 | BOW | Bowhead Specialty Holdings Inc. | Financial Services | 1K | $23K | 0.02% |
| 10 | XPEL | XPEL, Inc. | Consumer Cyclical | 486 | $22K | 0.02% |
| 11 | RPC | Ridgepost Capital Inc | — | 3K | $18K | 0.01% |
Showing 1 to 11 of 11 holdings