Institutional Manager · CIK 0002111148
Langdon Equity Partners
TORONTO, A6 · File #028-26305
Latest AUM
$194.2M
Positions
13
Top-10 Concentration
100.0%
Filings
1
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| NEW | Goosehead Insurance Inc | GSHD | +520,000 | +$41.9M | $0 |
| NEW | Kinsale Capital Group Inc | 49714P108 | +69,151 | +$29.6M | $0 |
| NEW | YETI Holdings Inc | YETI | +595,839 | +$28.8M | $0 |
| NEW | CSW Industrials Inc | CSW | +82,282 | +$26.4M | $0 |
| NEW | Burford Capital Ltd | BUR | +2,015,000 | +$19.7M | $0 |
| NEW | Skyward Specialty Insurance Gr | 830940102 | +303,458 | +$17.0M | $0 |
| NEW | Esquire Financial Holdings Inc | 29667J101 | +130,846 | +$14.6M | $0 |
| NEW | Agilysys Inc | AGYS | +95,760 | +$12.4M | $0 |
| NEW | BOYD GROUP INC | BGSI | +12,000 | +$2.1M | $0 |
| NEW | FirstService Corp | FSV | +10,000 | +$1.7M | $0 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 202513 pos · $194.2M
Top 13 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | Goosehead Insurance Inc | GSHD | 520,000 | $41.9M | 21.57% |
| 2 | Kinsale Capital Group Inc | 49714P108 | 69,151 | $29.6M | 15.23% |
| 3 | YETI Holdings Inc | YETI | 595,839 | $28.8M | 14.82% |
| 4 | CSW Industrials Inc | CSW | 82,282 | $26.4M | 13.60% |
| 5 | Burford Capital Ltd | BUR | 2,015,000 | $19.7M | 10.12% |
| 6 | Skyward Specialty Insurance Gr | 830940102 | 303,458 | $17.0M | 8.73% |
| 7 | Esquire Financial Holdings Inc | 29667J101 | 130,846 | $14.6M | 7.52% |
| 8 | Agilysys Inc | AGYS | 95,760 | $12.4M | 6.41% |
| 9 | BOYD GROUP INC | BGSI | 12,000 | $2.1M | 1.08% |
| 10 | FirstService Corp | FSV | 10,000 | $1.7M | 0.88% |
| 11 | Bowhead Specialty Holdings Inc | BOW | 892 | $27,847 | 0.01% |
| 12 | P10 Inc | 69376K106 | 2,528 | $27,127 | 0.01% |
| 13 | XPEL Inc | XPEL | 486 | $26,533 | 0.01% |