Langdon
Our archive holds 7 letters from Langdon, behind 3 investment theses and positions in 7 companies. Every quote below is copied verbatim from the letter it came from.
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2 strategies
Langdon publishes a letter per strategy. Each one has its own page — what it holds, what it bought, what it wrote.
- Langdon Global Smaller Companies4
Global Small-cap · 4 companies
- Langdon Canadian Smaller Companies3
North America Small-cap · 2 companies
What they bought and sold · 1 move
- New positionMiami International HoldingsJune 2026
“We initiated a position in Miami International Holdings during the second quarter.”
Read the letter
Companies held · 7
Every company Langdon has disclosed a position in across our archive, with the letter that last mentioned it.
- DO & COJun 2026
- Goosehead InsuranceJun 2026
- L1 GroupJun 2026
- Miami International HoldingsJun 2026
- Royal UnibrewJun 2026
- Watches of SwitzerlandJun 2026
- YETIJun 2026
Theses · 3
- 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 - 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 - 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 · 7
2025
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