Langdon
Langdon Global Smaller Companies
Global Small-cap
Dec 2024 → Jun 2026
Our archive holds 4 letters from this strategy, behind 1 investment thesis and positions in 4 companies. Every quote below is copied verbatim from the letter it came from.
4 letters in 3 years — follow all of Langdon for every strategy.
What it bought and sold
We initiated a position in Miami International Holdings during the second quarter.
Also held
- Goosehead Insurance
- DO & CO
- Watches of Switzerland
- L1 Group
- Royal Unibrew
- YETI