Fund Holdings

LONGFELLOW INVESTMENT MANAGEMENT CO LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Change
BLACKSTONE INC8,821110,072+101,2511,359,66912,657,179+11,297,510
AIR PRODUCTS AND CHEMICALS I9,41135,430+26,0192,324,70510,292,061+7,967,356
COMCAST CORP NEW272,560551,900+279,3408,146,82915,845,060+7,698,231
KRAFT HEINZ CO28,876372,872+343,996700,2438,385,891+7,685,648
ISHARES TR0151,619+151,61907,101,834+7,101,834
VERIZON COMMUNICATIONS INC220,979312,614+91,6359,000,47515,693,223+6,692,748
UNITED PARCEL SVCS INC8,46758,361+49,894839,8425,741,555+4,901,713
QUALCOMM INC8,13046,299+38,1691,390,6375,962,385+4,571,748
MICROSOFT CORP5911,944+11,88528,5344,421,310+4,392,776
VAIL RESORTS INC032,000+32,00004,106,240+4,106,240
HESS MIDSTREAM LP525,158570,158+45,00018,117,95122,162,041+4,044,090
DISNEY WALT CO25,00062,129+37,1292,844,2505,987,993+3,143,743
SAP SE017,840+17,84003,054,386+3,054,386
SEA LTD025,243+25,24302,090,373+2,090,373
CAPITAL ONE FINL CORP010,406+10,40601,898,367+1,898,367
ORACLE CORP4412,402+12,3588,5761,824,458+1,815,882
PPG INDS INC19,37933,773+14,3941,985,5723,609,658+1,624,086
ADOBE INC4,29312,662+8,3691,502,5073,077,879+1,575,372
CHENIERE ENERGY PARTNERS L P131,752131,75207,046,0978,515,132+1,469,035
ABBOTT LABORATORIES6,09820,739+14,641764,0182,129,273+1,365,255
BOEING CO15,17322,861+7,6883,294,3624,550,025+1,255,663
DIAGEO PLC016,655+16,65501,239,965+1,239,965
SCHWAB CHARLES CORP012,044+12,04401,131,895+1,131,895
BLACKROCK INC1,1882,355+1,1671,271,5642,264,827+993,263
PFIZER INC301,435301,43507,505,7328,464,295+958,563
ULTRAPAR PARTICIPACOES SA534,513534,51302,015,1142,945,167+930,053
FACTSET RESH SYS INC04,000+4,0000867,960+867,960
PROCTER & GAMBLE CO10,27215,920+5,6481,472,0802,299,485+827,405
AMERICAN INTL GROUP INC14,46726,216+11,7491,237,6521,972,754+735,102
TRAVELERS COMPANIES INC1,7554,249+2,494509,0551,239,348+730,293
TELEFONICA BRASIL SA173,816173,81602,061,4582,765,413+703,955
WEYERHAEUSER CO116,404137,073+20,6692,757,6113,348,693+591,082
WASTE MGMT INC DEL5,3097,606+2,2971,166,4401,747,783+581,343
JBS N.V.161,118161,11802,323,3222,893,679+570,357
DELL TECHNOLOGIES INC9,02610,326+1,3001,136,1931,694,806+558,613
INTERNATIONAL BUSINESS MACHS4,8968,264+3,3681,450,2442,003,111+552,867
ICICI BANK LIMITED81,992115,081+33,0892,443,3622,980,598+537,236
AMBEV SA1,142,7291,142,72902,822,5413,336,769+514,228
FERGUSON ENTERPRISES INC02,125+2,1250495,678+495,678
WELLS FARGO & CO15,38024,036+8,6561,433,4161,913,506+480,090
AT&T INC43,49353,619+10,1261,080,3661,554,415+474,049
T-MOBILE US INC1,8813,997+2,116381,918839,490+457,572
ZOETIS INC343,907+3,8734,278461,846+457,568
STATE STR CORP4,0007,575+3,575516,040958,692+442,652
MARSH & MCLENNAN COS INC5,9438,803+2,8601,102,5451,526,880+424,335
JPMORGAN CHASE & CO4,6866,281+1,5951,509,9231,847,619+337,696
HOME DEPOT INC5,7427,027+1,2851,975,8222,311,110+335,288
PETROLEO BRASILEIRO S A182,307118,010-64,2972,160,3382,448,708+288,370
ITAU UNIBANCO HLDG S A233,497233,49701,671,8391,956,705+284,866
PRUDENTIAL FINL INC9,01813,110+4,0921,017,9521,280,716+262,764
CISCO SYS INC16,68219,781+3,0991,285,0141,534,808+249,794
BANK AMERICA CORP28,00236,347+8,3451,540,1101,771,916+231,806
CITIGROUP INC12,08414,317+2,2331,410,0821,623,691+213,609
OTIS WORLDWIDE CORP7,60811,115+3,507664,559856,744+192,185
CIA ENERGETICA DE MINAS GERA463,490463,4900926,9801,107,741+180,761
TEXAS INSTRS INC8,6638,66301,502,9441,681,835+178,891
HDFC BANK LTD70,360110,328+39,9682,570,9542,744,961+174,007
BANCO BRADESCO S A543,378543,37801,809,4491,983,330+173,881
NORFOLK SOUTHN CORP3,1203,695+575900,8061,060,465+159,659
PUBLIC STORAGE OPER CO13,33013,33003,459,1353,610,830+151,695
ALTRIA GROUP INC13,95813,9580804,818921,088+116,270
ELECTRONIC ARTS INC0534+5340108,867+108,867
MOUNTAIN LAKE ACQUISIT CORP08,414+8,414083,551+83,551
CONSTELLATION BRANDS INC6,8696,8690947,6471,030,350+82,703
ART TECHNOLOGY ACQUISITION C08,328+8,328082,447+82,447
CALISA ACQUISITION CORP07,860+7,860078,443+78,443
INTERNATIONAL MONEY EXPRESS04,871+4,871076,962+76,962
MASIMO CORP0429+429076,306+76,306
STELLAR BANCORP INC02,079+2,079076,112+76,112
SELECT MED HLDGS CORP04,660+4,660075,911+75,911
VERIS RESIDENTIAL INC04,013+4,013075,725+75,725
OLAPLEX HLDGS INC037,288+37,288075,695+75,695
TRI POINTE HOMES INC01,610+1,610075,235+75,235
NATHANS FAMOUS INC0746+746075,145+75,145
AFFINITY BANCSHARES INC03,367+3,367074,949+74,949
APELLIS PHARMACEUTICALS INC01,860+1,860074,828+74,828
TALKSPACE INC014,350+14,350074,261+74,261
NORTHFIELD BANCORP INC DEL05,467+5,467074,023+74,023
CLEAR CHANNEL OUTDOOR HLDGS031,006+31,006073,484+73,484
CLEARWATER ANALYTICS HLDGS I03,106+3,106073,457+73,457
PAYCHEX INC2,8674,288+1,421321,620395,011+73,391
PENUMBRA INC0223+223073,227+73,227
FASTENAL CO11,34811,3480455,395526,547+71,152
EASTERLY GOVT PPTYS INC281,503281,50305,965,0496,032,609+67,560
UNIFIRST CORP MASS0260+260065,413+65,413
CONOCOPHILLIPS14,26610,491-3,7751,335,4401,384,812+49,372
ILLUMINATION ACQUISITIO CORP03,933+3,933039,015+39,015
AUTOMATIC DATA PROCESSING IN1,4762,059+583379,671418,348+38,677
ARES MANAGEMENT CORPORATION4,7477,309+2,562767,258797,412+30,154
TELUS CORPORATION02,311+2,311029,650+29,650
BRIGHTHOUSE FINL INC1,1411,575+43473,92594,311+20,386
PHILIP MORRIS INTL INC3,5933,5930576,317594,067+17,750
HBT FINL INC.0647+647017,288+17,288
LEGATO MERGER CORP III0942+942010,353+10,353
SOULPOWER ACQUISITION CORP0980+980010,045+10,045
D. BORAL ARC ACQ I CORP.0966+96609,776+9,776
NETFLIX INC.091+9108,750+8,750
BROWN FORMAN CORP18,62318,6230485,315492,392+7,077
BLACKSTONE MORTGAGE TRUST IN320,000320,00006,121,6006,128,000+6,400
FACT II ACQUISITION CORP0476+47604,998+4,998
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