Langdon Equity Partners
CIK 2111148 · Holdings on Dec 31, 2025 · First reported Feb 13, 2026
Top ten holdings
Q4 2025- GSHD21.57%
- KNSL15.23%
- YETI14.82%
- CSW13.60%
- BUR10.12%
- SKWD8.73%
- ESQ7.52%
- AGYS6.41%
- BGSI1.08%
- FSV0.88%
Share classes counted separately99.96%
Portfolio value by quarter
Top 10 holdings 13
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | GSHDGOOSEHEAD INSURANCE INC -A View history and evidence | $41.89M | 21.57% | 520.00K shares | Prior unavailable — | — | ↗▾ |
| 02 | KNSLKINSALE CAPITAL GROUP INC View history and evidence | $29.58M | 15.23% | 69.15K shares | Prior unavailable — | — | ↗▾ |
| 03 | YETIYETI HOLDINGS INC View history and evidence | $28.79M | 14.82% | 595.84K shares | Prior unavailable — | — | ↗▾ |
| 04 | CSWCSW INDUSTRIALS INC View history and evidence | $26.42M | 13.60% | 82.28K shares | Prior unavailable — | — | ↗▾ |
| 05 | BURBURFORD CAPITAL LTD View history and evidence | $19.66M | 10.12% | 2.02M shares | Prior unavailable — | — | ↗▾ |
| 06 | SKWDSKYWARD SPECIALTY INSURANCE View history and evidence | $16.97M | 8.73% | 303.46K shares | Prior unavailable — | — | ↗▾ |
| 07 | ESQESQUIRE FINANCIAL HOLDINGS I View history and evidence | $14.61M | 7.52% | 130.85K shares | Prior unavailable — | — | ↗▾ |
| 08 | AGYSAGILYSYS INC View history and evidence | $12.45M | 6.41% | 95.76K shares | Prior unavailable — | — | ↗▾ |
| 09 | BGSIBOYD GROUP SERVICES INC View history and evidence | $2.09M | 1.08% | 12.00K shares | Prior unavailable — | — | ↗▾ |
| 10 | FSVFIRSTSERVICE CORP View history and evidence | $1.70M | 0.88% | 10.00K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2111148 · Period 2025-12-31
Data loaded 2026-09-23 · First reported 2026-02-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 194240447
}Take these holdings further.
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