Langdon Equity Partners holds a concentrated book of 9 stocks worth $178.9M as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they opened Ats Corp and trimmed Goosehead Insurance Inc -A. Their largest long position is Goosehead Insurance Inc -A at 19% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Langdon Equity Partners
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | 16 / 9 | $905.1M |
| MORGAN STANLEY | 16 / 9 | $691.4M |
| ROYAL BANK OF CANADA | 16 / 9 | $553.6M |
| FMR LLC | 16 / 9 | $397.9M |
| BANK OF AMERICA CORP /DE/ | 16 / 9 | $348.5M |
| JPMORGAN CHASE & CO | 16 / 9 | $319.7M |
| VANGUARD FIDUCIARY TRUST CO | 16 / 9 | $281.2M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 16 / 9 | $272.0M |
Ranked by the share of each fund's own book sitting in the names it shares with Langdon Equity Partners: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded — they hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Goosehead Insurance Inc Common Stock | $34.7M | 715.0K | 19.4% | ▼−20% Reduced · −175K sh | |
| 2 | YETI Holdings Inc Common Stock | $30.7M | 620.0K | 17.2% | ▲+4.2% Added · +25K sh | |
| 3 | CSW Industrials Inc Common Stock | $23.0M | 82.5K | 12.8% | ▲+4.0% Added · +3K sh | |
| 4 | Esquire Financial Holdings Inc Common Stock | $22.5M | 189.0K | 12.6% | ▲+35% Added · +49K sh | |
| 5 | Kinsale Capital Group Inc Common Stock | $21.5M | 65.0K | 12.0% | ▲+2.4% Added · +2K sh | |
| 6 | ATS Corp Common Stock | $17.3M | 600.0K | 9.7% | ▲New New position | |
| 7 | Appfolio Inc Common Stock | $13.6M | 85.0K | 7.6% | ▲+141% Added · +50K sh | |
| 8 | Miami International Holdings Inc Common Stock | $10.5M | 282.5K | 5.9% | ▲New New position | |
| 9 | FirstService Corp Common Stock | $5.2M | 36.4K | 2.9% | ▼−9.0% Reduced · −4K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2111148/holdings"
Use Arkolith to show Langdon Equity Partners's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.