HF Best Ideas
AnalysesQuarterly LettersInsightsChartsWarren AI
All funds

Langdon

Dec 2024 → Sep 2026 · Publishes quarterly · 2 funds

Our archive holds 8 letters from Langdon, behind 6 investment theses and positions in 19 companies. Every quote below is copied verbatim from the letter it came from.

Writes about

Get an email when this fund publishes its next letter

Langdon’s own letters page
8
Letters
19
Companies
4
Moves
6
Theses

2 strategies

Langdon publishes a letter per strategy. Each one has its own page — what it holds, what it bought, what it wrote.

Returns as reported in each strategy’s latest letter, extracted automatically and not verified by us; one share class, in its own currency. Not investment advice. Past performance does not predict future returns.

What they bought and sold · 4 moves

Companies held · 19

Every company Langdon has disclosed a position in across our archive, with the letter that last mentioned it.

Theses · 6

  • Volex
    September 2026

    Volex has aligned management, exposure to attractive end markets, strong customer relationships, improving margins, and earnings growth that appears undervalued.

    Read the full thesis
  • Euronext
    September 2026

    Euronext offers underappreciated organic growth, strong operating leverage, disciplined capital allocation, and acquisition optionality at an attractive valuation.

    Read the full thesis
  • L1 Group
    September 2026

    L1 Group is backed for its proven founders, recurring fee-income model, strong investment performance, and attractive long-term cash flow growth.

    Read the full thesis
  • Miami International Holdings, Inc.
    June 2026

    Miami International Holdings, Inc. is an electronic exchange operator attractive for its transaction-based model, network effects, proprietary tech, and potential for operating leverage in expanding derivatives markets.

    Read the full thesis
  • A & W Food Services of Canada
    December 2024

    A&W’s strong culture, sustainable growth strategy, and undervaluation position it for long-term success in the QSR market.

    Read the full thesis
  • Westaim
    December 2024

    Westaim’s strategic transformation, backed by CC Capital and an insurance-led asset model, positions it for strong value creation.

    Read the full thesis

Letter archive · 8

2026

2025

2024

Get Langdon’s next letter the day it lands

We track Langdon alongside hundreds of other managers, read every letter, and pull out what they bought and sold. Warren AI reads the whole archive for you.

View plans→
Share this fund