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Langdon Equity Partners

Q4 2025 13F Holdings

  • Location
    toronto, A6
  • Num holdings

    13

  • Value ($000)

    $194,240

  • Date Filed
    02/13/2026
  • Form type
    13F-HR
  • CIK
    0002111148
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
G
GSHD

Goosehead Insurance Inc

COM
38267D109
$41.89M
22 %

520,000

K
KNSL

Kinsale Capital Group Inc

COM
49714P108
$29.58M
15 %

69,151

Y
YETI

YETI Holdings Inc

COM
98585X104
$28.79M
15 %

595,839

C
CSWI

CSW Industrials Inc

COM
126402106
$26.42M
14 %

82,282

---

Burford Capital Ltd

COM
G17977110
$19.66M
10 %

2,015,000

S
SKWD

Skyward Specialty Insurance Gr

COM
830940102
$16.97M
9 %

303,458

E
ESQ

Esquire Financial Holdings Inc

COM
29667J101
$14.61M
8 %

130,846

---

Agilysys Inc

COM
00847J105
$12.45M
6 %

95,760

B
BYD

BOYD GROUP INC

COM
103310108
$2.09M
1 %

12,000

F
FSV

FirstService Corp

COM
33767E202
$1.7M
1 %

10,000

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