Langdon Equity Partners
•CIK: 2111148•Filing: Q4 2025
**Langdon Equity Partners** manages $194M across a focused portfolio of 13 positions. The firm's top conviction holdings include GSHD at $41.9M and KNSL at $29.6M, indicating a concentrated approach to high-conviction names. Further significant allocations are evident in YETI ($28.8M) and CSW ($26.4M). This structure suggests a deep-value or specialized sector focus within its current mandate.
Total AUM
$194.2M
QoQ Performance
N/A
Positions
13
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
GSHD
KNSL
YETI
CSW
BUR
SKWD
ESQ
AGYS
GSHD21.6%
KNSL15.2%
YETI14.8%
CSW13.6%
BUR10.1%
SKWD8.7%
ESQ7.5%
AGYS6.4%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other100.0%