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LONGFELLOW INVESTMENT MANAGEMENT CO LLC

Q3 2023 · 13F-HR

LONGFELLOW INVESTMENT MANAGEMENT CO LLCholdings as filed

Filed 2023-11-09 · accession 0001667731-23-000455

$377.8M
Reported value
250
Positions
2023-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
293792107EPDENTERPRISE PRODS PARTNERS L$62.7M16.6%2,291,806CommonSOLE
29273V100ETENERGY TRANSFER L P$45.7M12.1%3,259,490CommonSOLE
55336V100MPLXMPLX LP$38.9M10.3%1,093,138CommonSOLE
726503105PAAPLAINS ALL AMERN PIPELINE L$28.9M7.65%1,885,265CommonSOLE
958669103WESWESTERN MIDSTREAM PARTNERS L$14.3M3.78%524,705CommonSOLE
226344208CRESTWOOD EQUITY PARTNERS LP$13.9M3.69%476,660CommonSOLE
428103105HESMHESS MIDSTREAM LP$11.3M2.98%386,864CommonSOLE
127097103CTRACOTERRA ENERGY INC$10.6M2.80%391,083CommonSOLE
844895102SWXSOUTHWEST GAS HLDGS INC$10.3M2.73%171,000CommonSOLE
651639106NEMNEWMONT CORP$9.0M2.38%243,390CommonSOLE
16411Q101CQPCHENIERE ENERGY PARTNERS LP$7.1M1.89%131,752CommonSOLE
902681105UGIUGI CORP NEW$5.3M1.40%230,000CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$4.9M1.29%149,959CommonSOLE
717081103PFEPFIZER INC$4.6M1.21%137,441CommonSOLE
460146103IPINTERNATIONAL PAPER CO$4.1M1.08%114,966CommonSOLE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$3.8M1.01%253,315CommonSOLE
456788108INFYINFOSYS LTD$3.1M0.83%183,243CommonSOLE
29250N105ENBENBRIDGE INC$3.0M0.79%90,000CommonSOLE
458140100INTCINTEL CORP$2.9M0.77%81,796CommonSOLE
30231G102XOMEXXON MOBIL CORP$2.6M0.69%22,074CommonSOLE
91912E105VALEVALE S A$2.5M0.66%186,778CommonSOLE
166764100CVXCHEVRON CORP NEW$2.4M0.64%14,447CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$2.4M0.64%19,833CommonSOLE
87936R205VIVTELEFONICA BRASIL SA$2.3M0.62%273,595CommonSOLE
254687106DISDISNEY WALT CO$2.0M0.54%25,080CommonSOLE
478160104JNJJOHNSON & JOHNSON$2.0M0.53%12,913CommonSOLE
902973304USBUS BANCORP DEL$2.0M0.52%59,260CommonSOLE
02319V103ABEVAMBEV SA$1.9M0.51%750,912CommonSOLE
00206R102TAT&T INC$1.9M0.51%128,939CommonSOLE
172967424CCITIGROUP INC$1.9M0.51%46,938CommonSOLE
40415F101HDBHDFC BANK LTD$1.8M0.48%30,856CommonSOLE
534187109LNCLINCOLN NATL CORP IND$1.8M0.48%73,720CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.8M0.48%12,967CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$1.7M0.46%12,060CommonSOLE
G5960L103MDTMEDTRONIC PLC$1.7M0.44%21,253CommonSOLE
89832Q109TFCTRUIST FINL CORP$1.5M0.38%50,811CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$1.4M0.38%24,869CommonSOLE
437076102HDHOME DEPOT INC$1.4M0.37%4,688CommonSOLE
060505104BACBANK AMERICA CORP$1.4M0.36%49,803CommonSOLE
784730103SSRMSSR MINING IN$1.3M0.34%97,098CommonSOLE
02209S103MOALTRIA GROUP INC$1.3M0.34%30,573CommonSOLE
465562106ITUBITAU UNIBANCO HLDG S A$1.3M0.34%239,175CommonSOLE
90400P101UGPULTRAPAR PARTICIPACOES SA$1.3M0.34%346,766CommonSOLE
316773100FITBFIFTH THIRD BANCORP$1.2M0.33%48,981CommonSOLE
75513E101RTXRTX CORPORATION$1.2M0.33%17,064CommonSOLE
58933Y105MRKMERCK & CO INC$1.2M0.32%11,817CommonSOLE
882508104TXNTEXAS INSTRS INC$1.2M0.32%7,624CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$1.2M0.32%44,659CommonSOLE
718172109PMPHILIP MORRIS INTL INC$1.2M0.31%12,701CommonSOLE
742718109PGPROCTER AND GAMBLE CO$1.2M0.31%8,051CommonSOLE
713448108PEPPEPSICO INC$1.1M0.30%6,578CommonSOLE
46591M109JOYYJOYY INC$1.1M0.28%27,824CommonSOLE
00287Y109ABBVABBVIE INC$1.1M0.28%7,086CommonSOLE
375558103GILDGILEAD SCIENCES INC$985,3860.26%13,149CommonSOLE
907818108UNPUNION PAC CORP$973,9620.26%4,783CommonSOLE
747525103QCOMQUALCOMM INC$973,3300.26%8,764CommonSOLE
718546104PSXPHILLIPS 66$963,7230.26%8,021CommonSOLE
97651M109WITWIPRO LTD$934,4880.25%193,076CommonSOLE
191216100KOCOCA COLA CO$919,1360.24%16,419CommonSOLE
857477103STTSTATE STR CORP$909,3840.24%13,581CommonSOLE
744320102PRUPRUDENTIAL FINL INC$891,9660.24%9,400CommonSOLE
031162100AMGNAMGEN INC$877,5010.23%3,265CommonSOLE
17275R102CSCOCISCO SYS INC$874,9980.23%16,276CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$823,2360.22%2,013CommonSOLE
260557103DOWDOW INC$804,7480.21%15,608CommonSOLE
256135203RDYDR REDDYS LABS LTD$750,2150.20%11,219CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$738,3560.20%4,737CommonSOLE
88579Y101MMM3M CO$718,2530.19%7,672CommonSOLE
665859104NTRSNORTHERN TR CORP$715,9910.19%10,305CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$714,0180.19%43,065CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$707,5690.19%3,593CommonSOLE
219350105GLWCORNING INC$684,0520.18%22,450CommonSOLE
65339F101NEENEXTERA ENERGY INC$681,0640.18%11,888CommonSOLE
842587107SOSOUTHERN CO$662,3440.18%10,234CommonSOLE
833635105SQMSOCIEDAD QUIMICA Y MINERA DE$647,0020.17%10,843CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$640,7680.17%7,260CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$596,1620.16%13,978CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$558,5840.15%7,426CommonSOLE
204429104CCUCOMPANIA CERVECERIAS UNIDAS$557,2100.15%44,223CommonSOLE
500754106KHCKRAFT HEINZ CO$555,5310.15%16,514CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$535,5380.14%7,113CommonSOLE
369550108GDGENERAL DYNAMICS CORP$534,0840.14%2,417CommonSOLE
29364G103ETRENTERGY CORP NEW$532,3380.14%5,755CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$530,9070.14%7,466CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$530,4150.14%5,601CommonSOLE
337932107FEFIRSTENERGY CORP$519,5020.14%15,199CommonSOLE
059520106BCHBANCO DE CHILE$516,0490.14%25,547CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$469,9980.12%2,858CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$467,3380.12%2,684CommonSOLE
25746U109DDOMINION ENERGY INC$456,7950.12%10,226CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$452,8290.12%4,318CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$431,5840.11%6,331CommonSOLE
204409601CIGCIA ENERGETICA DE MINAS GERA$406,5870.11%168,011CommonSOLE
87612E106TGTTARGET CORP$401,4800.11%3,631CommonSOLE
059460303BBDBANCO BRADESCO S A$387,7400.10%136,049CommonSOLE
253868103DLRDIGITAL RLTY TR INC$385,0860.10%3,182CommonSOLE
22822V101CCICROWN CASTLE INC$383,0290.10%4,162CommonSOLE
345370860FFORD MTR CO DEL$381,4060.10%30,709CommonSOLE
963320106WHRWHIRLPOOL CORP$373,5580.10%2,794CommonSOLE
98389B100XELXCEL ENERGY INC$366,1510.10%6,399CommonSOLE
969457100WMBWILLIAMS COS INC$358,0910.09%10,629CommonSOLE
704326107PAYXPAYCHEX INC$349,2190.09%3,028CommonSOLE
74340W103PLDPROLOGIS INC.$348,0750.09%3,102CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$323,5440.09%31,110CommonSOLE
931427108WFCWALGREENS BOOTS ALLIANCE INC$301,1960.08%13,543CommonSOLE
29476L107EQREQUITY RESIDENTIAL$297,4250.08%5,066CommonSOLE
74460D109PSAPUBLIC STORAGE$294,6150.08%1,118CommonSOLE
071813109BAXBAXTER INTL INC$289,7680.08%7,678CommonSOLE
902653104UDRUDR INC$283,1130.07%7,937CommonSOLE
086516101BBYBEST BUY INC$265,3060.07%3,819CommonSOLE
231021106CMICUMMINS INC$264,1000.07%1,156CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$263,7010.07%2,441CommonSOLE
487836108KKELLANOVA$251,3110.07%4,223CommonSOLE
134429109CPBCAMPBELL SOUP CO$246,9320.07%6,011CommonSOLE
370334104GISGENERAL MLS INC$244,2500.06%3,817CommonSOLE
871829107SYYSYSCO CORP$243,9230.06%3,693CommonSOLE
670837103OGEOGE ENERGY CORP$242,9090.06%7,288CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$242,3040.06%2,005CommonSOLE
29670G102WTRGESSENTIAL UTILS INC$239,8640.06%6,987CommonSOLE
205887102CAGCONAGRA BRANDS INC$234,9070.06%8,567CommonSOLE
832696405SJMSMUCKER J M CO$221,4840.06%1,802CommonSOLE
524660107LEGLEGGETT & PLATT INC$193,4210.05%7,612CommonSOLE
05967A107BSBRBANCO SANTANDER BRASIL S A$193,0830.05%37,638CommonSOLE
126117100CNACNA FINL CORP$149,5300.04%3,800CommonSOLE
G0250X107AMCRAMCOR PLC$143,8850.04%15,708CommonSOLE
277432100EMNEASTMAN CHEM CO$142,3160.04%1,855CommonSOLE
48203R104JNPJUNIPER NETWORKS INC$137,5330.04%4,949CommonSOLE
146229109CRICARTERS INC$124,1240.03%1,795CommonSOLE
G1195N121BLUESCAPE OPPORTUNITIES ACQU$119,0880.03%11,885CommonSOLE
918204108VFCV F CORP$103,5110.03%5,858CommonSOLE
17143W200CHURCHILL CAPITAL CORP VI$101,1380.03%9,669CommonSOLE
17144M201CHURCHILL CAPITAL CORP VII$96,6950.03%9,209CommonSOLE
G50737116JWSUFJAWS MUSTANG ACQUISITION COR$76,1360.02%7,089CommonSOLE
636518102NATIONAL INSTRS CORP$69,1000.02%1,159CommonSOLE
G2R18K105CSTAFCONSTELLATION ACQUISITN CORP$63,0350.02%5,842CommonSOLE
17144T107CHURCHILL CAPITAL CORP V$57,9700.02%5,574CommonSOLE
36118N201FUSION ACQUISITION CORP II$46,3370.01%4,413CommonSOLE
20607U207CNDAUCONCORD ACQUISITION CORP II$24,0400.01%2,334CommonSOLE
462726100I8RIROBOT CORP$17,2450.00%455CommonSOLE
78468R663BILSPDR SER TR$15,0580.00%164CommonNONE
02079K107GOOGALPHABET INC$14,5040.00%110CommonNONE
594918104MSFTMICROSOFT CORP$14,2090.00%45CommonNONE
037833100AAPLAPPLE INC$13,8680.00%81CommonNONE
023135106AMZNAMAZON COM INC$12,2040.00%96CommonNONE
51477A203LANDCADIA HOLDINGS IV INC$10,1610.00%977CommonNONE
88605T209THUNDER BRIDGE CAP PRTNRS II$9,6790.00%945CommonNONE
670865203OCA ACQUISITION CORP$9,4050.00%879CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$8,0670.00%16CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$7,3440.00%13CommonNONE
57636Q104MAMASTERCARD INCORPORATED$7,1260.00%18CommonNONE
67066G104NVDANVIDIA CORPORATION$6,5250.00%15CommonNONE
92826C839VVISA INC$6,4400.00%28CommonNONE
580135101MCDMCDONALDS CORP$5,7960.00%22CommonNONE
G1992N118CC NEUBERGER PRINCIPAL HOLDN$5,5670.00%507CommonNONE
482082104JUPITER ACQUISITION CORP$5,2990.00%516CommonNONE
G7273A105PROSPECTOR CAPITAL CORP$4,8700.00%453CommonNONE
82836N206SILVERBOX CORP III$4,8470.00%471CommonNONE
005029202ACROPOLIS INFRASTRUCTURE ACQ$4,8270.00%465CommonNONE
34619V202FOREST ROAD ACQUISITION COR$4,8080.00%465CommonNONE
380799205GOLDEN ARROW MERGER CORP$4,7770.00%462CommonNONE
68829A202OSIRIS ACQUISITION CORP$4,7560.00%460CommonNONE
235851102DHRDANAHER CORPORATION$4,7140.00%19CommonNONE
42600H207HENNESSY CAPITAL INVST CORP$4,6640.00%440CommonSOLE
68389X105ORCLORACLE CORP$4,6600.00%44CommonNONE
931142103WMTWALMART INC$4,6380.00%29CommonNONE
00724F101ADBEADOBE INC$4,5890.00%9CommonNONE
35088F206FORLUFOUR LEAF ACQUISITION CORP$4,4960.00%427CommonNONE
66573W206NORTHERN STAR INVSTMNT CORP$4,4370.00%435CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$3,9920.00%13CommonNONE
671005205OPY ACQUISITION CORP I$3,8780.00%374CommonNONE
20030N101CMCSACOMCAST CORP NEW$3,7850.00%85CommonNONE
G54950103LINLINDE PLC$3,7240.00%10CommonNONE
G25741128CROWN PROPTECH ACQUISITIONS$3,7170.00%355CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$3,3680.00%14CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$3,2350.00%17CommonNONE
009158106APDAIR PRODS & CHEMS INC$3,1170.00%11CommonNONE
036752103ELVELEVANCE HEALTH INC$3,0480.00%7CommonNONE
12572Q105CMECME GROUP INC$3,0030.00%15CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$2,9230.00%10CommonNONE
654106103NKENIKE INC$2,8690.00%30CommonNONE
048453104ATLANTIC COASTAL ACQUISTN CO$2,8220.00%270CommonSOLE
126650100CVSCVS HEALTH CORP$2,7930.00%40CommonNONE
532457108LLYELI LILLY & CO$2,6860.00%5CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$2,6330.00%38CommonNONE
311900104FASTFASTENAL CO$2,5680.00%47CommonNONE
291011104EMREMERSON ELEC CO$2,5590.00%26CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$2,5420.00%48CommonNONE
053332102AZOAUTOZONE INC$2,5400.00%1CommonNONE
001055102AFLAFLAC INC$2,5330.00%33CommonNONE
427866108HSYHERSHEY CO$2,2010.00%11CommonNONE
372460105GPCGENUINE PARTS CO$2,1660.00%15CommonNONE
G29183103ETNEATON CORP PLC$2,1330.00%10CommonNONE
461202103INTUINTUIT$2,0440.00%4CommonNONE
922475108VEEVVEEVA SYS INC$2,0350.00%10CommonNONE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$2,0320.00%30CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$1,6460.00%2CommonNONE
278865100ECLECOLAB INC$1,5250.00%9CommonNONE
955306105WSTWEST PHARMACEUTICAL SVSC INC$1,5010.00%4CommonNONE
609839105MPWRMONOLITHIC PWR SYS INC$1,3860.00%3CommonNONE
452308109ITWILLINOIS TOOL WKS INC$1,3820.00%6CommonNONE
217204106CPRTCOPART INC$1,3790.00%32CommonNONE
941848103WATWATERS CORP$1,3710.00%5CommonNONE
440452100HRLHORMEL FOODS CORP$1,3690.00%36CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$1,3680.00%6CommonNONE
45168D104IDXXIDEXX LABS INC$1,3120.00%3CommonNONE
040413106ANETEURARISTA NETWORKS INC$1,2880.00%7CommonNONE
302130109EXPDEXPEDITORS INTL WASH INC$1,2610.00%11CommonNONE
45167R104IEXIDEX CORP$1,2480.00%6CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$1,1910.00%13CommonNONE
761152107RMDRESMED INC$1,1830.00%8CommonNONE
115637209BF/BBROWN FORMAN CORP$1,1690.00%20CommonNONE
422806109HEIHEICO CORP NEW$1,1340.00%7CommonNONE
315616102FFIVF5 INC$1,1280.00%7CommonNONE
592688105MTDMETTLER TOLEDO INTERNATIONAL$1,1080.00%1CommonNONE
426281101JKHYHENRY JACK & ASSOC INC$1,0580.00%7CommonNONE
16359R103CHECHEMED CORP NEW$1,0390.00%2CommonNONE
562750109MANHMANHATTAN ASSOCIATES INC$9880.00%5CommonNONE
031100100AMEAMETEK INC$8870.00%6CommonNONE
032654105ADIANALOG DEVICES INC$8750.00%5CommonNONE
032095101APHAMPHENOL CORP NEW$8400.00%10CommonNONE
231561101CWCURTISS WRIGHT CORP$7830.00%4CommonNONE
833034101SNASNAP ON INC$7650.00%3CommonNONE
942622200WSOWATSCO INC$7550.00%2CommonNONE
384109104GGGGRACO INC$7290.00%10CommonNONE
579780206MKCMCCORMICK & CO INC$7010.00%9CommonNONE
00508Y102AYIACUITY BRANDS INC$6810.00%4CommonNONE
257651109DCIDONALDSON INC$5960.00%10CommonNONE
806407102HSICHENRY SCHEIN INC$5940.00%8CommonNONE
371901109GNTXGENTEX CORP$5860.00%18CommonNONE
66575B200NORTHERN STAR INVEST CORP IV$5240.00%100CommonNONE
65101L112NBSTWNEWBURY STREET ACQUISITN COR$4730.00%3,250CommonSOLE
03737A119ANZU SPECIAL ACQUISITIN CORP$4090.00%4,599CommonSOLE
00791X118AEON BIOPHARMA INC$2340.00%1,559CommonSOLE
17144T115CHURCHILL CAPITAL CORP V$2240.00%1,213CommonSOLE
12520T110CF ACQUISITION CORP IV$1590.00%3,189CommonSOLE
320517105FHNFIRST HORIZON CORPORATION$1210.00%11CommonNONE
G0412A128APOLLO STRATEGIC GRWT CPTL I$1180.00%1,500CommonSOLE
G76088122RMGWFRMG ACQUISITION CORP III$1040.00%799CommonSOLE
G2R18K113CSTWFCONSTELLATION ACQUISITN CORP$520.00%1,947CommonSOLE
G7641C114ROSS ACQUISITION CORP II$190.00%173CommonSOLE
03832J114SFRTWAPPRECIATE HOLDINGS INC$160.00%1,555CommonSOLE
265334110DUNE ACQUISITION CORP$150.00%221CommonNONE
G2425N113CORNER GROWTH ACQUISITION CO$130.00%164CommonNONE
84757T113MDAIWSPECTRAL AI INC$130.00%100CommonNONE
68218C116OLITWOMNILIT ACQUISITION CORP$100.00%213CommonNONE
482082112JUPITER ACQUISITION CORP$90.00%257CommonNONE
G7273A113PROSPECTOR CAPITAL CORP$80.00%151CommonNONE
048453112ATLANTIC COASTAL ACQUISTN CO$30.00%90CommonSOLE
628778102NBTBNBT BANCORP INC$0857CommonSOLE
31931U102FRBAFIRST BK WILLIAMSTOWN NEW JE$01,490CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.