Q4 2025 · 13F-HR
Langdon Equity Partnersholdings as filed
Filed 2026-02-13 · accession 0002111148-26-000001
$194.2M
Reported value
13
Positions
2025-12-31
Period end
The Brief · Langdon Equity Partners · Q4 2025
AI · grounded in 13F
Langdon Equity Partners established a new position in Goosehead Insurance Inc GSHD worth $41.9M. The fund also initiated new stakes in Kinsale Capital Group Inc KNSL for $29.6M and YETI Holdings Inc YETI for $28.8M. Additional new positions include CSW Industrials Inc CSW at $26.4M and Burford Capital Ltd BUR at $19.7M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 38267D109 | GSHD | Goosehead Insurance Inc | $41.9M | 21.6% | 520,000 | Common | SOLE |
| 49714P108 | KNSL | Kinsale Capital Group Inc | $29.6M | 15.2% | 69,151 | Common | SOLE |
| 98585X104 | YETI | YETI Holdings Inc | $28.8M | 14.8% | 595,839 | Common | SOLE |
| 126402106 | CSW | CSW Industrials Inc | $26.4M | 13.6% | 82,282 | Common | SOLE |
| G17977110 | BUR | Burford Capital Ltd | $19.7M | 10.1% | 2,015,000 | Common | SOLE |
| 830940102 | SKWD | Skyward Specialty Insurance Gr | $17.0M | 8.73% | 303,458 | Common | SOLE |
| 29667J101 | ESQ | Esquire Financial Holdings Inc | $14.6M | 7.52% | 130,846 | Common | SOLE |
| 00847J105 | AGYS | Agilysys Inc | $12.4M | 6.41% | 95,760 | Common | SOLE |
| 103310108 | BGSI | BOYD GROUP INC | $2.1M | 1.08% | 12,000 | Common | SOLE |
| 33767E202 | FSV | FirstService Corp | $1.7M | 0.88% | 10,000 | Common | SOLE |
| 10240L102 | BOW | Bowhead Specialty Holdings Inc | $27,847 | 0.01% | 892 | Common | SOLE |
| 69376K106 | RPC | P10 Inc | $27,127 | 0.01% | 2,528 | Common | SOLE |
| 98379L100 | XPEL | XPEL Inc | $26,533 | 0.01% | 486 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.