Filed: 2/13/2026ACC: 0002111148-26-000001
📋 What this filing means
LANGDON EQUITY PARTNERS filed this quarterly 13F‑HR report disclosing 13 equity positions with a total reported market value of $194.24M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
13
Positions
$194.24M
Total AUM (reported)
3.84M
Total Shares
Allocation by class
COM$194.24M100.0%
Portfolio Concentration
Top 3$100.26M51.6%
4–10$93.89M48.3%
11–25$81.5K0.0%
Top 3 weight
51.6%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 3.84M
Sole
Full voting authority
3.84M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole13
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings13
Rows:
Goosehead Insurance Inc
SOLEShares520K
TypeSH
Market value$41.89M
21.57%
Sole
520K
Shared
0.00
None
0.00
Kinsale Capital Group Inc
SOLEShares69.15K
TypeSH
Market value$29.58M
15.23%
Sole
69.15K
Shared
0.00
None
0.00
YETI Holdings Inc
SOLEShares595.84K
TypeSH
Market value$28.79M
14.82%
Sole
595.84K
Shared
0.00
None
0.00
CSW Industrials Inc
SOLEShares82.28K
TypeSH
Market value$26.42M
13.60%
Sole
82.28K
Shared
0.00
None
0.00
Burford Capital Ltd
SOLEShares2.02M
TypeSH
Market value$19.66M
10.12%
Sole
2.02M
Shared
0.00
None
0.00
Skyward Specialty Insurance Gr
SOLEShares303.46K
TypeSH
Market value$16.97M
8.73%
Sole
303.46K
Shared
0.00
None
0.00
Esquire Financial Holdings Inc
SOLEShares130.85K
TypeSH
Market value$14.61M
7.52%
Sole
130.85K
Shared
0.00
None
0.00
Agilysys Inc
SOLEShares95.76K
TypeSH
Market value$12.45M
6.41%
Sole
95.76K
Shared
0.00
None
0.00
BOYD GROUP INC
SOLEShares12K
TypeSH
Market value$2.09M
1.08%
Sole
12K
Shared
0.00
None
0.00
FirstService Corp
SOLEShares10K
TypeSH
Market value$1.70M
0.88%
Sole
10K
Shared
0.00
None
0.00
Bowhead Specialty Holdings Inc
SOLEShares892.00
TypeSH
Market value$27.8K
0.01%
Sole
892.00
Shared
0.00
None
0.00
P10 Inc
SOLEShares2.53K
TypeSH
Market value$27.1K
0.01%
Sole
2.53K
Shared
0.00
None
0.00
XPEL Inc
SOLEShares486.00
TypeSH
Market value$26.5K
0.01%
Sole
486.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Goosehead Insurance IncSOLE | COM | 520K | SH | $41.89M 21.57% | 520K | 0.00 | 0.00 |
Kinsale Capital Group IncSOLE | COM | 69.15K | SH | $29.58M 15.23% | 69.15K | 0.00 | 0.00 |
YETI Holdings IncSOLE | COM | 595.84K | SH | $28.79M 14.82% | 595.84K | 0.00 | 0.00 |
CSW Industrials IncSOLE | COM | 82.28K | SH | $26.42M 13.60% | 82.28K | 0.00 | 0.00 |
Burford Capital LtdSOLE | COM | 2.02M | SH | $19.66M 10.12% | 2.02M | 0.00 | 0.00 |
Skyward Specialty Insurance GrSOLE | COM | 303.46K | SH | $16.97M 8.73% | 303.46K | 0.00 | 0.00 |
Esquire Financial Holdings IncSOLE | COM | 130.85K | SH | $14.61M 7.52% | 130.85K | 0.00 | 0.00 |
Agilysys IncSOLE | COM | 95.76K | SH | $12.45M 6.41% | 95.76K | 0.00 | 0.00 |
BOYD GROUP INCSOLE | COM | 12K | SH | $2.09M 1.08% | 12K | 0.00 | 0.00 |
FirstService CorpSOLE | COM | 10K | SH | $1.70M 0.88% | 10K | 0.00 | 0.00 |
Bowhead Specialty Holdings IncSOLE | COM | 892.00 | SH | $27.8K 0.01% | 892.00 | 0.00 | 0.00 |
P10 IncSOLE | COM | 2.53K | SH | $27.1K 0.01% | 2.53K | 0.00 | 0.00 |
XPEL IncSOLE | COM | 486.00 | SH | $26.5K 0.01% | 486.00 | 0.00 | 0.00 |