§ 13F · FUND PROFILE
Langdon Equity Partners.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 13Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$194.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | GSHD | Goosehead Insurance Inc | 520K | $41.9T | 21.6% | NEW |
| 2 | KNSL | Kinsale Capital Group Inc | 69K | $29.6T | 15.2% | NEW |
| 3 | YETI | YETI Holdings Inc | 596K | $28.8T | 14.8% | NEW |
| 4 | CSW | CSW Industrials Inc | 82K | $26.4T | 13.6% | NEW |
| 5 | BUR | Burford Capital Ltd | 2.02M | $19.7T | 10.1% | NEW |
| 6 | SKWD | Skyward Specialty Insurance Gr | 303K | $17.0T | 8.7% | NEW |
| 7 | ESQ | Esquire Financial Holdings Inc | 131K | $14.6T | 7.5% | NEW |
| 8 | AGYS | Agilysys Inc | 96K | $12.4T | 6.4% | NEW |
| 9 | BGSI | BOYD GROUP INC | 12K | $2.1T | 1.1% | NEW |
| 10 | FSV | FirstService Corp | 10K | $1.7T | 0.9% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LANGDON SIGNAL
AC read
Langdon Equity Partners is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed