Fund HoldingsLONGFELLOW INVESTMENT MANAGEMENT CO LLC

Total Portfolio Value
$442.16M
Total Bought
$16.40M
Total Sold
$6.75M
Net Transaction
+$9.65M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
ENERGY TRANSFER L P(ET)4,246,1764,246,176058,59766,79215.11%+8,195
ENTERPRISE PRODS PARTNERS L(EPD)2,521,4282,521,428066,44073,57516.64%+7,136
MPLX LP(MPLX)1,093,1381,093,138040,14045,43110.27%+5,291
PLAINS ALL AMERN PIPELINE L(PAA)01,885,265+1,885,265033,1057.49%+33,105
WESTERN MIDSTREAM PARTNERS L(WES)524,705524,705015,35318,6534.22%+3,300
SOUTHWEST GAS HLDGS INC(SWX)171,000171,000010,83313,0182.94%+2,185
HESS MIDSTREAM LP(HESM)386,864386,864012,23713,9773.16%+1,741
VERIZON COMMUNICATIONS INC(VZ)198,892199,155+2637,4988,3571.89%+858
DISNEY WALT CO(DIS)25,08025,08002,2643,0690.69%+804
COMCAST CORP NEW(CCZ)013,520+13,52005860.13%+586
INTERNATIONAL PAPER CO(IP)188,082188,263+1816,7997,3461.66%+547
CONOCOPHILLIPS(COP)5,9779,634+3,6576941,2260.28%+532
EOG RES INC(EOG)5,5749,334+3,7606741,1930.27%+519
AIR PRODS & CHEMS INC2,1214,383+2,2625811,0620.24%+481
UNITED PARCEL SERVICE INC(UPS)07,900+7,90001,1740.27%+1,174
CNH INDL N V
SHS
032,123+32,12304160.09%+416
COTERRA ENERGY INC014,856+14,85604140.09%+414
BAKER HUGHES COMPANY(BKR)012,069+12,06904040.09%+404
BRISTOL-MYERS SQUIBB CO(BMY)030,976+30,97601,6800.38%+1,680
FIDELITY NATL INFORMATION SV(FIS)03,878+3,87802880.07%+288
FMC CORP(FMC)04,141+4,14102640.06%+264
CUMMINS INC(CMI)01,821+1,82105370.12%+537
AVNET INC05,169+5,16902560.06%+256
EXELON CORP(EXC)06,813+6,81302560.06%+256
PRINCIPAL FINANCIAL GROUP IN(PFG)02,960+2,96002550.06%+255
SKYWORKS SOLUTIONS INC(SWKS)02,267+2,26702460.06%+246
WEC ENERGY GROUP INC(WEC)02,983+2,98302450.06%+245
MSC INDL DIRECT INC(MSM)02,497+2,49702420.05%+242
RTX CORPORATION(RTX)17,06417,191+1271,4361,6770.38%+241
STARBUCKS CORP(SBUX)3,4706,151+2,6813335620.13%+229
BANK AMERICA CORP49,80350,179+3761,6771,9030.43%+226
JPMORGAN CHASE & CO(JPM)07,377+7,37701,4780.33%+1,478
SCHLUMBERGER LTD(SLB)04,018+4,01802200.05%+220
MORGAN STANLEY(MS)9,57211,792+2,2208931,1100.25%+218
SNAP ON INC(SNA)0734+73402170.05%+217
VIRTU FINL INC(VIRT)010,162+10,16202090.05%+209
HONEYWELL INTL INC(HON)2,8733,920+1,0476028050.18%+202
HERSHEY CO(HSY)01,032+1,03202010.05%+201
AMERICAN WTR WKS CO INC NEW01,575+1,57501920.04%+192
MONDELEZ INTL INC(MDLZ)5,5658,499+2,9344035950.13%+192
MCDONALDS CORP(MCD)1,4192,166+7474216110.14%+190
HEWLETT PACKARD ENTERPRISE C(HPE)15,93625,660+9,7242714550.10%+184
BUNGE GLOBAL SA(BG)01,719+1,71901760.04%+176
NEXTERA ENERGY INC(NEE)15,24916,949+1,7009261,0830.24%+157
SOUTHERN COPPER CORP(SCCO)7,1137,11306127580.17%+145
CHEVRON CORP NEW(CVX)014,556+14,55602,2960.52%+2,296
WENDYS CO(WEN)9,69117,446+7,7551893290.07%+140
PRUDENTIAL FINL INC(PFH)9,4009,473+739751,1120.25%+137
WELLS FARGO CO NEW(WFC)13,24013,334+946527730.17%+121
PROCTER AND GAMBLE CO(PG)06,724+6,72401,0910.25%+1,091
ALTRIA GROUP INC(MO)030,809+30,80901,3440.30%+1,344
ICICI BANK LIMITED(IBN)41,81641,81609971,1040.25%+107
ULTRAPAR PARTICIPACOES SA(UGP)346,766346,76601,8791,9840.45%+104
ARCHER DANIELS MIDLAND CO3,4995,545+2,0462533480.08%+96
AT&T INC(T)088,017+88,01701,5490.35%+1,549
DT CLOUD ACQUISITION CORP07,728+7,7280790.02%+79
JAWS MUSTANG ACQUISITION COR07,089+7,0890780.02%+78
BLACK HAWK ACQUISITION CORP07,555+7,5550770.02%+77
AXONICS INC01,074+1,0740740.02%+74
KAMAN CORP01,611+1,6110740.02%+74
KENVUE INC(KVUE)14,48317,944+3,4613123850.09%+73
MASONITE INTL CORP0555+5550730.02%+73
TARO PHARMACEUTICAL INDS LTD01,722+1,7220730.02%+73
EMERSON ELEC CO(EMR)4,1804,209+294074770.11%+71
SUMMIT FINL GROUP INC02,580+2,5800700.02%+70
DASEKE INC08,408+8,4080700.02%+70
CREDICORP LTD(BAP)3,4703,47005205880.13%+68
PRICE T ROWE GROUP INC(TROW)04,352+4,35205310.12%+531
CALIFORNIA BANCORP INC02,849+2,8490630.01%+63
CORNING INC(GLW)022,620+22,62007460.17%+746
LEGATO MERGER CORP III05,942+5,9420600.01%+60
CEREVEL THERAPEUTICS HLDNG I01,337+1,3370570.01%+57
JOHNSON CTLS INTL PLC
SHS
6,9046,951+473984540.10%+56
DOW INC(DOW)15,60815,729+1218569110.21%+55
ENBRIDGE INC(ENB)342,000342,000012,31912,3742.80%+55
NORTHERN TR CORP(NTRS)10,30510,385+808709230.21%+54
CIA ENERGETICA DE MINAS GERA(CIG)328,964328,96407638130.18%+49
FORD MTR CO DEL(F)40,91841,199+2814995470.12%+48
SYSCO CORP(SYY)5,4965,513+174024480.10%+46
LYONDELLBASELL INDUSTRIES N
SHS - A -
05,644+5,64405770.13%+577
COCA COLA CO(KO)16,41916,541+1229681,0120.23%+44
IRON HORSE ACQUISITIONS CORP04,320+4,3200440.01%+44
AMERICAN ELEC PWR CO INC8,3388,374+366777210.16%+44
GENUINE PARTS CO(GPC)2,4982,515+173463900.09%+44
EVERBRIDGE INC01,251+1,2510440.01%+44
PEPSICO INC(PEP)06,627+6,62701,1600.26%+1,160
DR REDDYS LABS LTD(RDY)11,21911,21907818230.19%+42
TEXAS INSTRS INC(TXN)7,6247,683+591,3001,3380.30%+39
CATALENT INC0667+6670380.01%+38
EQUITRANS MIDSTREAM CORP03,000+3,0000370.01%+37
AGILITI INC03,600+3,6000360.01%+36
HAWAIIAN HOLDINGS INC02,712+2,7120360.01%+36
KINDER MORGAN INC DEL(KMI)43,06543,389+3247607960.18%+36
WIPRO LTD(WIT)193,076193,07601,0751,1100.25%+35
HESS CORP0225+2250340.01%+34
FIRSTENERGY CORP(FE)15,19915,312+1135575910.13%+34
BAXTER INTL INC07,735+7,73503310.07%+331
JOHNSON & JOHNSON(JNJ)013,011+13,01102,0580.47%+2,058
ENTERGY CORP NEW(ETR)5,7555,797+425826130.14%+30
ICL GROUP LTD(ICL)75,73175,73103794070.09%+28
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