Langdon Equity Partners Q4 2025 Filing
Filed February 13, 2026
Portfolio Value
$194.2M
Holdings
13
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (13 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GSHDGoosehead Insurance Inc | 520,000 | $41.9M | 21.57% | |
| 2 | KNSLKinsale Capital Group Inc | 69,151 | $29.6M | 15.23% | |
| 3 | YETIYETI Holdings Inc | 595,839 | $28.8M | 14.82% | |
| 4 | CSWCSW Industrials Inc | 82,282 | $26.4M | 13.60% | |
| 5 | BURBurford Capital Ltd | 2,015,000 | $19.7M | 10.12% | |
| 6 | SKWDSkyward Specialty Insurance Gr | 303,458 | $17.0M | 8.73% | |
| 7 | ESQEsquire Financial Holdings Inc | 130,846 | $14.6M | 7.52% | |
| 8 | AGYSAgilysys Inc | 95,760 | $12.4M | 6.41% | |
| 9 | BYDBOYD GROUP INC | 12,000 | $2.1M | 1.08% | |
| 10 | FSVFirstService Corp | 10,000 | $1.7M | 0.88% | |
| 11 | BOWBowhead Specialty Holdings Inc | 892 | $27K | 0.01% | |
| 12 | RPCP10 Inc | 2,528 | $27K | 0.01% | |
| 13 | XPELXPEL Inc | 486 | $26K | 0.01% |