Langdon Equity Partners
TORONTO A6 · SEC CIK 0002111148
$1.79亿2026Q2 申报市值
9持仓数
100.0%前十大占比 · 第一大 19.4%
2 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
ATS 新建仓+$1,728.66万
MIAX 新建仓+$1,049.77万
APPF 加仓+$797.74万
ESQ 加仓+$579.52万
YETI 加仓+$123.90万
2026Q2 卖出最多 按季末市值估算
GSHD 减仓-$846.33万
SKWD 清仓-$523.26万
FSV 减仓-$51.17万
BOW 清仓-$2.32万
XPEL 清仓-$2.15万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| GSHD | Goosehead Insurance Inc | $3,467.75万 | 19.38% | 715,000 | -174,500 | -19.6% | -$846.33万 | 减仓 |
| YETI | YETI Holdings Inc | $3,072.72万 | 17.17% | 620,000 | 25,000 | 4.2% | $123.90万 | 加仓 |
| CSW | CSW Industrials Inc | $2,295.97万 | 12.83% | 82,500 | 3,218 | 4.1% | $89.56万 | 加仓 |
| ESQ | Esquire Financial Holdings Inc | $2,251.18万 | 12.58% | 189,000 | 48,654 | 34.7% | $579.52万 | 加仓 |
| KNSL | Kinsale Capital Group Inc | $2,145.41万 | 11.99% | 65,050 | 1,500 | 2.4% | $49.47万 | 加仓 |
| ATS | ATS Corp | $1,728.66万 | 9.66% | 600,000 | 600,000 | — | $1,728.66万 | 新建仓 |
| APPF | Appfolio Inc | $1,362.97万 | 7.62% | 85,000 | 49,750 | 141.1% | $797.74万 | 加仓 |
| MIAX | Miami International Holdings Inc | $1,049.77万 | 5.87% | 282,500 | 282,500 | — | $1,049.77万 | 新建仓 |
| FSV | FirstService Corp | $517.36万 | 2.89% | 36,400 | -3,600 | -9.0% | -$51.17万 | 减仓 |
| SKWD | Skyward Specialty Insurance Group Inc | $0 | 0.00% | 0 | -119,794 | -100.0% | -$523.26万 | 清仓 |
| BOW | Bowhead Specialty Holdings Inc | $0 | 0.00% | 0 | -1,034 | -100.0% | -$2.32万 | 清仓 |
| XPEL | XPEL Inc | $0 | 0.00% | 0 | -486 | -100.0% | -$2.15万 | 清仓 |
| RPC | Ridgepost Capital Inc | $0 | 0.00% | 0 | -2,528 | -100.0% | -$1.84万 | 清仓 |