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Langdon Equity Partners

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13F filer, CIK 2111148, TORONTO, Ontario, Canada

Langdon Equity Partners reported $133,589,725 across 11 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-14. Its ten largest share positions make up 99.99% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002111148-26-000002

Period
2026-03-31
Reported value
$134M
Holdings
11
Top 10 weight
99.99%
New
1
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
GSHDadded+369,500$15.8M
APPFnew+35,250$5.56M
FSVadded+30,000$4.17M
ESQadded+9,500$1.02M
BOWadded+142$3.19K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
BURexited-2,015,000-$19.7M
AGYSexited-95,760-$12.4M
SKWDreduced-183,664-$8.02M
BGSIexited-12,000-$2.09M
KNSLreduced-5,601-$1.91M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0002111148-26-000002, largest first. % of portfolio is the value over $133,589,725, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
GSHDGOOSEHEAD INS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 520,000 shares; 2026Q1: 889,500 shares 889,500$37.9M28.4%+369,500Timeline
YETIYETI HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 595,839 shares; 2026Q1: 595,000 shares 595,000$21.8M16.3%-839Timeline
KNSLKINSALE CAP GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 69,151 shares; 2026Q1: 63,550 shares 63,550$21.7M16.25%-5,601Timeline
CSWCSW INDUSTRIALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 82,282 shares; 2026Q1: 79,282 shares 79,282$20.7M15.46%-3,000Timeline
ESQESQUIRE FINL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 130,846 shares; 2026Q1: 140,346 shares 140,346$15.1M11.29%+9,500Timeline
APPFAPPFOLIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 35,250 shares 35,250$5.56M4.16%newTimeline
FSVFIRSTSERVICE CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 10,000 shares; 2026Q1: 40,000 shares 40,000$5.55M4.16%+30,000Timeline
SKWDSKYWARD SPECIALTY INS GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 303,458 shares; 2026Q1: 119,794 shares 119,794$5.23M3.92%-183,664Timeline
BOWBOWHEAD SPECIALTY HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 892 shares; 2026Q1: 1,034 shares 1,034$23.2K0.02%+142Timeline
XPELXPEL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 486 shares; 2026Q1: 486 shares 486$21.5K0.02%0Timeline
RPCRIDGEPOST CAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,528 shares; 2026Q1: 2,528 shares 2,528$18.4K0.01%0Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
BURBURFORD CAPITAL LIMITED2,015,000$19.7Mshares
AGYSAGILYSYS INC95,760$12.4Mshares
BGSIBOYD GROUP SERVICES INC12,000$2.09Mshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002111148-26-000002 base2026-05-14acceptance time not in the bulk data set