Langdon Equity Partners
CIK: 0002111148SEC EDGAR →
Portfolio Value
$194.2M
Holdings
13
As of
Q4 2025
New Positions
13
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Goosehead Insurance Inc | 520,000 | $41.9M | 21.57% |
| 2 | Kinsale Capital Group Inc | 69,151 | $29.6M | 15.23% |
| 3 | YETI Holdings Inc | 595,839 | $28.8M | 14.82% |
| 4 | CSW Industrials Inc | 82,282 | $26.4M | 13.60% |
| 5 | Burford Capital Ltd | 2,015,000 | $19.7M | 10.12% |
| 6 | Skyward Specialty Insurance Gr | 303,458 | $17.0M | 8.73% |
| 7 | Esquire Financial Holdings Inc | 130,846 | $14.6M | 7.52% |
| 8 | Agilysys Inc | 95,760 | $12.4M | 6.41% |
| 9 | BOYD GROUP INC | 12,000 | $2.1M | 1.08% |
| 10 | FirstService Corp | 10,000 | $1.7M | 0.88% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 7 | $122.8M | 63.2% |
| Consumer Cyclical | 3 | $30.9M | 15.9% |
| Industrials | 1 | $26.4M | 13.6% |
| Technology | 1 | $12.4M | 6.4% |
| Real Estate | 1 | $1.7M | 0.9% |