Fund HoldingsLONGFELLOW INVESTMENT MANAGEMENT CO LLC

Total Portfolio Value
$479.79M
Total Bought
$104.88M
Total Sold
$73.37M
Net Transaction
+$31.52M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
BLACKSTONE INC(BX)0110,072+110,072012,6572.64%+12,657
AIR PRODUCTS AND CHEMICALS I9,41135,430+26,0192,32510,2922.15%+7,967
COMCAST CORP NEW(CCZ)272,560551,900+279,3408,14715,8453.30%+7,698
KRAFT HEINZ CO(KHC)28,876372,872+343,9967008,3861.75%+7,686
ISHARES TR
MSCI INDIA ETF
0151,619+151,61907,1021.48%+7,102
VERIZON COMMUNICATIONS INC(VZ)220,979312,614+91,6359,00015,6933.27%+6,693
UNITED PARCEL SVCS INC(UPS)8,46758,361+49,8948405,7421.20%+4,902
QUALCOMM INC(QCOM)8,13046,299+38,1691,3915,9621.24%+4,572
MICROSOFT CORP(MSFT)011,944+11,94404,4210.92%+4,421
VAIL RESORTS INC(MTN)032,000+32,00004,1060.86%+4,106
HESS MIDSTREAM LP(HESM)525,158570,158+45,00018,11822,1624.62%+4,044
DISNEY WALT CO(DIS)062,129+62,12905,9881.25%+5,988
SAP SE(SAP)017,840+17,84003,0540.64%+3,054
SEA LTD(SE)025,243+25,24302,0900.44%+2,090
CAPITAL ONE FINL CORP(COF)010,406+10,40601,8980.40%+1,898
ORACLE CORP(ORCL)012,402+12,40201,8240.38%+1,824
PPG INDS INC(PPG)19,37933,773+14,3941,9863,6100.75%+1,624
ADOBE INC(ADBE)4,29312,662+8,3691,5033,0780.64%+1,575
CHENIERE ENERGY PARTNERS L P(CQP)0131,752+131,75208,5151.77%+8,515
ABBOTT LABORATORIES020,739+20,73902,1290.44%+2,129
BOEING CO(BA)15,17322,861+7,6883,2944,5500.95%+1,256
DIAGEO PLC(DEO)016,655+16,65501,2400.26%+1,240
SCHWAB CHARLES CORP(SCHW)012,044+12,04401,1320.24%+1,132
BLACKROCK INC(BLK)1,1882,355+1,1671,2722,2650.47%+993
PFIZER INC(PFE)0301,435+301,43508,4641.76%+8,464
ULTRAPAR PARTICIPACOES SA(UGP)0534,513+534,51302,9450.61%+2,945
FACTSET RESH SYS INC(FDS)04,000+4,00008680.18%+868
PROCTER & GAMBLE CO(PG)015,920+15,92002,2990.48%+2,299
AMERICAN INTL GROUP INC14,46726,216+11,7491,2381,9730.41%+735
TRAVELERS COMPANIES INC(TRV)1,7554,249+2,4945091,2390.26%+730
TELEFONICA BRASIL SA(VIV)0173,816+173,81602,7650.58%+2,765
WEYERHAEUSER CO(WY)116,404137,073+20,6692,7583,3490.70%+591
WASTE MGMT INC DEL(WM)5,3097,606+2,2971,1661,7480.36%+581
JBS N.V.(JBS)0161,118+161,11802,8940.60%+2,894
DELL TECHNOLOGIES INC(DELL)9,02610,326+1,3001,1361,6950.35%+559
INTERNATIONAL BUSINESS MACHS(IBM)08,264+8,26402,0030.42%+2,003
ICICI BANK LIMITED(IBN)0115,081+115,08102,9810.62%+2,981
AMBEV SA(ABEV)01,142,729+1,142,72903,3370.70%+3,337
FERGUSON ENTERPRISES INC(FERG)02,125+2,12504960.10%+496
WELLS FARGO & CO(WFC)15,38024,036+8,6561,4331,9140.40%+480
AT&T INC(T)43,49353,619+10,1261,0801,5540.32%+474
T-MOBILE US INC(TMUS)03,997+3,99708390.17%+839
ZOETIS INC(ZTS)343,907+3,87344620.10%+458
STATE STR CORP(STT)4,0007,575+3,5755169590.20%+443
MARSH & MCLENNAN COS INC(MRSH)5,9438,803+2,8601,1031,5270.32%+424
JPMORGAN CHASE & CO(JPM)4,6866,281+1,5951,5101,8480.39%+338
HOME DEPOT INC(HD)07,027+7,02702,3110.48%+2,311
PETROLEO BRASILEIRO S A(PBR)0118,010+118,01002,4490.51%+2,449
ITAU UNIBANCO HLDG S A(ITUB)0233,497+233,49701,9570.41%+1,957
PRUDENTIAL FINL INC(PFH)9,01813,110+4,0921,0181,2810.27%+263
CISCO SYS INC(CSCO)16,68219,781+3,0991,2851,5350.32%+250
BANK AMERICA CORP28,00236,347+8,3451,5401,7720.37%+232
CITIGROUP INC(C)12,08414,317+2,2331,4101,6240.34%+214
OTIS WORLDWIDE CORP(OTIS)011,115+11,11508570.18%+857
CIA ENERGETICA DE MINAS GERA(CIG)0463,490+463,49001,1080.23%+1,108
TEXAS INSTRS INC(TXN)8,6638,66301,5031,6820.35%+179
HDFC BANK LTD(HDB)70,360110,328+39,9682,5712,7450.57%+174
BANCO BRADESCO S A0543,378+543,37801,9830.41%+1,983
NORFOLK SOUTHN CORP(NSC)03,695+3,69501,0600.22%+1,060
PUBLIC STORAGE OPER CO(PSA)13,33013,33003,4593,6110.75%+152
ALTRIA GROUP INC(MO)013,958+13,95809210.19%+921
ELECTRONIC ARTS INC(EA)0534+53401090.02%+109
MOUNTAIN LAKE ACQUISIT CORP
UNIT 01/21/2031
08,414+8,4140840.02%+84
CONSTELLATION BRANDS INC(STZ)6,8696,86909481,0300.21%+83
ART TECHNOLOGY ACQUISITION C
UNIT 12/19/2030
08,328+8,3280820.02%+82
CALISA ACQUISITION CORP07,860+7,8600780.02%+78
INTERNATIONAL MONEY EXPRESS04,871+4,8710770.02%+77
MASIMO CORP0429+4290760.02%+76
STELLAR BANCORP INC02,079+2,0790760.02%+76
SELECT MED HLDGS CORP04,660+4,6600760.02%+76
VERIS RESIDENTIAL INC04,013+4,0130760.02%+76
OLAPLEX HLDGS INC(OLPX)037,288+37,2880760.02%+76
TRI POINTE HOMES INC
COM
01,610+1,6100750.02%+75
NATHANS FAMOUS INC0746+7460750.02%+75
AFFINITY BANCSHARES INC03,367+3,3670750.02%+75
APELLIS PHARMACEUTICALS INC
COM
01,860+1,8600750.02%+75
TALKSPACE INC(TALK)014,350+14,3500740.02%+74
NORTHFIELD BANCORP INC DEL05,467+5,4670740.02%+74
CLEAR CHANNEL OUTDOOR HLDGS(CCO)031,006+31,0060730.02%+73
CLEARWATER ANALYTICS HLDGS I03,106+3,1060730.02%+73
PAYCHEX INC(PAYX)2,8674,288+1,4213223950.08%+73
PENUMBRA INC(PEN)0223+2230730.02%+73
FASTENAL CO(FAST)11,34811,34804555270.11%+71
EASTERLY GOVT PPTYS INC(DEA)0281,503+281,50306,0331.26%+6,033
UNIFIRST CORP MASS(UNF)0260+2600650.01%+65
CONOCOPHILLIPS(COP)010,491+10,49101,3850.29%+1,385
ILLUMINATION ACQUISITIO CORP03,933+3,9330390.01%+39
AUTOMATIC DATA PROCESSING IN02,059+2,05904180.09%+418
ARES MANAGEMENT CORPORATION(ARES)4,7477,309+2,5627677970.17%+30
TELUS CORPORATION(TU)02,311+2,3110300.01%+30
BRIGHTHOUSE FINL INC(BHF)1,1411,575+43474940.02%+20
PHILIP MORRIS INTL INC(PM)03,593+3,59305940.12%+594
HBT FINL INC.(HBT)0647+6470170.00%+17
LEGATO MERGER CORP III0942+9420100.00%+10
SOULPOWER ACQUISITION CORP0980+9800100.00%+10
D. BORAL ARC ACQ I CORP.
SHS CL A
0966+9660100.00%+10
NETFLIX INC.(NFLX)091+91090.00%+9
BROWN FORMAN CORP(BF-A)018,623+18,62304920.10%+492
BLACKSTONE MORTGAGE TRUST IN(BXMT)320,000320,00006,1226,1281.28%+6
FACT II ACQUISITION CORP0476+476050.00%+5
Page 1 of 1