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Alexander Daschko

Langdon Equity Partners

Assets Managed
$133.59M
Holdings
11
Last Quarter
2026 - Q1
Filed Date
12d ago
Growth Rate
-31.22%(2Q avg: -15.61%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Langdon Equity Partners's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 11 positions.

Assets under management

The assets under management (AUM) of Langdon Equity Partners over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 133.59M in assets, with a quarterly growth rate of -31.22% and a 2-quarter average growth rate of -15.61%. The portfolio is managed by Alexander Daschko, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GSHD
Goosehead Insurance Inc -a
Recent Activity
Increased 71.06%
28.41%
$37.946M
889,500 shares@ $42.66 avg price
YETI
Yeti Holdings Inc
Recent Activity
Decreased -0.14%
16.3%
$21.771M
595,000 shares@ $36.59 avg price
KNSL
Kinsale Capital Group Inc
Recent Activity
Decreased -8.09%
16.26%
$21.712M
63,550 shares@ $341.66 avg price
CSWI
Csw Industrials Inc
Recent Activity
Decreased -3.64%
15.47%
$20.659M
79,282 shares@ $260.59 avg price
ESQ
Esquire Financial Holdings I
Recent Activity
Increased 7.27%
11.3%
$15.087M
140,346 shares@ $107.5 avg price
APPF
Appfolio Inc - A
Recent Activity
New Position
4.17%
$5.563M
35,250 shares@ $157.82 avg price
FSV
Firstservice Corp
Recent Activity
Increased 300%
4.16%
$5.555M
40,000 shares@ $138.87 avg price
SKWD
Skyward Specialty Insurance
Recent Activity
Decreased -60.52%
3.92%
$5.233M
119,794 shares@ $43.69 avg price
BOW
Bowhead Specialty Holdings I
Recent Activity
Increased 15.92%
0.02%
$23,193
1,034 shares@ $22.44 avg price
XPEL
Xpel Inc
Recent Activity
0.02%
$21,510
486 shares@ $44.26 avg price

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