Langdon Equity Partners
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), Langdon Equity Partners reported 13 stock positions worth $194.2 million. Its top holding was Goosehead Insurance Class A (GSHD) at 21.6% of the portfolio, followed by Kinsale Capital (KNSL, 15.2%) and Yeti (YETI, 14.8%).
- Most Recent 13F
- Q2 2026
- Location
- TORONTO, A6
- CIK
- 0002111148
- Portfolio Value
- $194.2M (Q4 2025)
- SEC Filing
- 0002111148-26-000001 ↗ filed Feb 13, 2026
Holdings Value
Holdings 13 stocks · $194.2M
| GSHD Goosehead Insurance Inc. Class A | 21.57% | 520,000 | $41.9M | — |
| KNSL Kinsale Capital Group Inc. | 15.23% | 69,151 | $29.6M | — |
| YETI Yeti Holdings Inc. filed as YETI HLDGS INC | 14.82% | 595,839 | $28.8M | — |
| CSW CSW Industrials Inc. | 13.60% | 82,282 | $26.4M | — |
| BUR Burford Capital Ltd. | 10.12% | 2,015,000 | $19.7M | — |
| SKWD Skyward Specialty Insurance | 8.73% | 303,458 | $17.0M | — |
| ESQ Esquire Financial Holdings I | 7.52% | 130,846 | $14.6M | — |
| AGYS Agilysys Inc. | 6.41% | 95,760 | $12.4M | — |
| BGSI Boyd Group Services Inc. | 1.08% | 12,000 | $2.1M | — |
| FSV Firstservice Corp. | 0.88% | 10,000 | $1.7M | — |
| BOW Bowhead Specialty Holdings I | 0.01% | 892 | $28K | — |
| RPC Ridgepost Capital Inc. Class A filed as P10 INC | 0.01% | 2,528 | $27K | — |
| XPEL Xpel Inc. | 0.01% | 486 | $27K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.