Langdon Equity Partners
TORONTO A6 · SEC CIK 0002111148
$1.34亿2026Q1 申报市值
11持仓数
100.0%前十大占比 · 第一大 28.4%
1 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
GSHD 加仓+$1,576.29万
APPF 新建仓+$556.32万
FSV 加仓+$416.61万
ESQ 加仓+$102.12万
BOW 加仓+$3,185
2026Q1 卖出最多 按季末市值估算
BUR 清仓-$1,966.06万
AGYS 清仓-$1,244.81万
SKWD 减仓-$802.24万
BGSI 清仓-$209.11万
KNSL 减仓-$191.36万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| BUR | Burford Capital Ltd | $0 | 0.00% | 0 | -2,015,000 | -100.0% | -$1,966.06万 | 清仓 |
| AGYS | Agilysys Inc | $0 | 0.00% | 0 | -95,760 | -100.0% | -$1,244.81万 | 清仓 |
| BGSI | BOYD GROUP INC | $0 | 0.00% | 0 | -12,000 | -100.0% | -$209.11万 | 清仓 |
| RPC | Ridgepost Capital Inc | $1.84万 | 0.01% | 2,528 | 0 | 0.0% | — | 不变 |
| XPEL | XPEL Inc | $2.15万 | 0.02% | 486 | 0 | 0.0% | — | 不变 |
| BOW | Bowhead Specialty Holdings Inc | $2.32万 | 0.02% | 1,034 | 142 | 15.9% | $3,185 | 加仓 |
| SKWD | Skyward Specialty Insurance Group Inc | $523.26万 | 3.92% | 119,794 | -183,664 | -60.5% | -$802.24万 | 减仓 |
| FSV | FirstService Corp | $555.48万 | 4.16% | 40,000 | 30,000 | 300.0% | $416.61万 | 加仓 |
| APPF | Appfolio Inc | $556.32万 | 4.16% | 35,250 | 35,250 | — | $556.32万 | 新建仓 |
| ESQ | Esquire Financial Holdings Inc | $1,508.72万 | 11.29% | 140,346 | 9,500 | 7.3% | $102.12万 | 加仓 |
| CSW | CSW Industrials Inc | $2,065.93万 | 15.46% | 79,282 | -3,000 | -3.6% | -$78.17万 | 减仓 |
| KNSL | Kinsale Capital Group Inc | $2,171.25万 | 16.25% | 63,550 | -5,601 | -8.1% | -$191.36万 | 减仓 |
| YETI | YETI Holdings Inc | $2,177.11万 | 16.30% | 595,000 | -839 | -0.1% | -$3.07万 | 减仓 |
| GSHD | Goosehead Insurance Inc | $3,794.61万 | 28.40% | 889,500 | 369,500 | 71.1% | $1,576.29万 | 加仓 |