Langdon Equity Partners
Portfolio value QoQ: +33.9% 13F does not disclose cash
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 9.13% Est. buys $44,186,206 · sells $14,270,580
Performance vs S&P 500
Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.
Sector breakdown
Full portfolio 9 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| GSHD | $34,677,500 | 19.38% | 715,000 | $-3,268,570 | Down ×1 | ||
| YETI | $30,727,200 | 17.17% | 620,000 | $8,956,150 | Up ×1 | ||
| CSW | $22,959,750 | 12.83% | 82,500 | $2,300,446 | Up ×1 | ||
| ESQ | $22,511,790 | 12.58% | 189,000 | $7,424,595 | Up ×2 | ||
| KNSL | $21,454,141 | 11.99% | 65,050 | $-258,352 | Up ×1 | ||
| ATS | $17,286,631 | 9.66% | 600,000 | Up ×1 | |||
| APPF | $13,629,750 | 7.62% | 85,000 | $8,066,595 | Up ×1 | ||
| MIAX | $10,497,700 | 5.87% | 282,500 | Up ×1 | |||
| FSV | $5,173,577 | 2.89% | 36,400 | $-381,223 | Down ×1 | ||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| BUR | March 31, 2026 | 2,015,000 | $19,660,590 | -19.2% |
| AGYS | March 31, 2026 | 95,760 | $12,448,110 | 39.5% |
| SKWD | June 30, 2026 | 119,794 | $5,232,602 | -5.7% |
| BGSI | March 31, 2026 | 12,000 | $2,091,138 | -38.7% |
| BOW | June 30, 2026 | 1,034 | $23,193 | 12.8% |
| XPEL | June 30, 2026 | 486 | $21,510 | -9.3% |
| RPC | June 30, 2026 | 2,528 | $18,353 | -3.2% |