What smart money is saying about Goosehead Insurance
GSHD
No fund has written a full thesis on Goosehead Insurance in our archive, but 2 fund letters report a position in it — most recently Langdon Global Smaller Companies Portfolio in September 2026.
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2
Reported positions
0
Bought
0
Sold
2
Letters
Position history
Between Q2 2026 and Q3 2026, 2 fund letters reported a position in Goosehead Insurance, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q2 2026 | 1 | 0 | 0 | 0 |
Fund activity · 2 positions
- September 2026
“Hypoport and Goosehead remain meaningful weights in the portfolio as stock prices continue to be disconnected from business progress.”
Goosehead Insurance - June 2026
“Elsewhere, portfolio performance was considerably stronger. Consumer discretionary holdings contributed 4.0%, outperforming the benchmark sector by approximately 2.7 percentage points, while financial holdings also added positively on both an absolute and relative basis. Watches of Switzerland was the largest individual contributor, followed by YETI and DO & CO. Goosehead Insurance, L1 Group and several other holdings also made meaningful positive contributions.”
Goosehead Insurance
Read the letters behind these Goosehead Insurance positions
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