Institutions / Langdon Equity Partners
Langdon Equity Partners
CIK 2111148 · Institution · as of Dec 31, 2025
Portfolio value
$194.24M
Positions
13
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Goosehead Insurance Inc | $41.89M | 21.6% |
| Kinsale Capital Group, Inc. | $29.58M | 15.2% |
| YETI Holdings, Inc. | $28.79M | 14.8% |
| Csw Industrials, Inc. | $26.42M | 13.6% |
| Burford Capital Ltd | $19.66M | 10.1% |
| Skyward Specialty Insurance Group, Inc. | $16.97M | 8.7% |
| Esquire Financial Holdings Inc | $14.61M | 7.5% |
| Agilysys Inc | $12.45M | 6.4% |
| Boyd Group Inc | $2.09M | 1.1% |
| FirstService Corp | $1.70M | 0.9% |
| Bowhead Specialty Holdings Inc.BOW | $27.8K | 0.0% |
| Ridgepost Capital, Inc. | $27.1K | 0.0% |
| XPEL Inc | $26.5K | 0.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.