Langdon Equity Partners
- SEC CIK
- 0002111148
- Latest filing
- Aug 13, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 13, 2026. Long positions only.
- Positions
- 13
- No filing for Q3 2025
- Portfolio value
- $194.2M
- No filing for Q3 2025
Langdon Equity Partners did not file a 13F for Q3 2025, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GSHDGoosehead Insurance, Inc. | COM CL A | 520,000 | $41.9M | 21.6% | – | – | History |
| KNSLKinsale Capital Group, Inc. | Stock | 69,151 | $29.6M | 15.2% | – | – | History |
| YETIYETI Holdings, Inc. | COM | 595,839 | $28.8M | 14.8% | – | – | History |
| CSWCSW Industrials, Inc. | COM | 82,282 | $26.4M | 13.6% | – | – | History |
| BURBurford Capital Ltd | ORD SHS | 2,015,000 | $19.7M | 10.1% | – | – | History |
| SKWDSkyward Specialty Insurance Group, Inc. | COM | 303,458 | $17.0M | 8.7% | – | – | History |
| ESQEsquire Financial Holdings, Inc. | COM | 130,846 | $14.6M | 7.5% | – | – | History |
| AGYSAgilysys Inc | COM | 95,760 | $12.4M | 6.4% | – | – | History |
| BGSIBoyd Group Services Inc. | Common Stock | 12,000 | $2.09M | 1.1% | – | – | History |
| FSVFirstService Corp | COM | 10,000 | $1.70M | 0.9% | – | – | History |
| BOWBowhead Specialty Holdings Inc. | COM SHS | 892 | $27.8K | <0.1% | – | – | History |
| RPCRidgepost Capital, Inc. | CL A COM | 2,528 | $27.1K | <0.1% | – | – | History |
| XPELXPEL, Inc. | COM | 486 | $26.5K | <0.1% | – | – | History |