Fund HoldingsLONGFELLOW INVESTMENT MANAGEMENT CO LLC

Total Portfolio Value
$398.24M
Total Bought
$27.53M
Total Sold
$63.14M
Net Transaction
-$35.60M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
AMBEV SA(ABEV)04,013,613+4,013,61308,2282.07%+8,228
BRISTOL-MYERS SQUIBB CO(BMY)30,976150,657+119,6811,6806,2571.57%+4,577
ALTRIA GROUP INC(MO)30,809126,461+95,6521,3445,7601.45%+4,416
NEWMONT CORP(NEM)0243,640+243,640010,2012.56%+10,201
PFIZER INC(PFE)0291,837+291,83708,1662.05%+8,166
COMCAST CORP NEW(CCZ)13,52031,890+18,3705861,2490.31%+663
MOLSON COORS BEVERAGE CO(TAP)011,577+11,57705880.15%+588
NORFOLK SOUTHN CORP(NSC)04,498+4,49809660.24%+966
ALLSTATE CORP(ALL)02,500+2,50003990.10%+399
BANCO SANTANDER BRASIL S A(BSBR)0120,528+120,52805950.15%+595
HDFC BANK LTD(HDB)037,208+37,20802,3940.60%+2,394
AMERICAN TOWER CORP NEW(AMT)03,475+3,47506750.17%+675
BAXTER INTL INC7,73518,409+10,6743316160.15%+285
AIR PRODS & CHEMS INC4,3835,205+8221,0621,3430.34%+281
PROLOGIS INC.(PLD)05,894+5,89406620.17%+662
AMDOCS LTD(DOX)03,192+3,19202520.06%+252
BANCO BRADESCO S A0503,398+503,39801,1280.28%+1,128
CLOROX CO DEL(CLX)03,391+3,39104630.12%+463
CME GROUP INC(CME)01,217+1,21702390.06%+239
SCHLUMBERGER LTD(SLB)4,0189,474+5,4562204470.11%+227
MONDELEZ INTL INC(MDLZ)8,49912,113+3,6145957930.20%+198
UNION PAC CORP(UNP)03,434+3,43407770.20%+777
EOG RES INC(EOG)9,33410,952+1,6181,1931,3790.35%+185
INTERNATIONAL BUSINESS MACHS(IBM)09,153+9,15301,5830.40%+1,583
MCDONALDS CORP(MCD)2,1663,006+8406117660.19%+155
CNH INDL N V
SHS
32,12355,824+23,7014165650.14%+149
AT&T INC(T)88,01788,626+6091,5491,6940.43%+145
CORNING INC(GLW)22,62022,776+1567468850.22%+139
WHIRLPOOL CORP(WHR)04,605+4,60504710.12%+471
PHILIP MORRIS INTL INC(PM)012,888+12,88801,3060.33%+1,306
GILEAD SCIENCES INC(GILD)016,009+16,00901,0980.28%+1,098
INFOSYS LTD(INFY)0183,243+183,24303,4120.86%+3,412
NEXTERA ENERGY INC(NEE)16,94917,064+1151,0831,2080.30%+125
CONOCOPHILLIPS(COP)9,63411,731+2,0971,2261,3420.34%+116
HERSHEY CO(HSY)1,0321,685+6532013100.08%+109
ICICI BANK LIMITED(IBN)41,81641,81601,1041,2050.30%+100
HEWLETT PACKARD ENTERPRISE C(HPE)25,66025,837+1774555470.14%+92
ENDEAVOR GROUP HLDGS INC02,781+2,7810750.02%+75
PERFICIENT INC0993+9930740.02%+74
KINDER MORGAN INC DEL(KMI)43,38943,690+3017968680.22%+72
STARBUCKS CORP(SBUX)6,1518,112+1,9615626320.16%+69
WIPRO LTD(WIT)193,076193,07601,1101,1780.30%+68
AMGEN INC(AMGN)01,902+1,90205940.15%+594
WENDYS CO(WEN)17,44622,614+5,1683293840.10%+55
UNITED PARCEL SERVICE INC(UPS)7,9008,956+1,0561,1741,2260.31%+51
COCA COLA CO(KO)16,54116,669+1281,0121,0610.27%+49
MORGAN STANLEY(MS)11,79211,873+811,1101,1540.29%+44
SOUTHERN CO(SO)06,800+6,80005270.13%+527
UDR INC(UDR)010,086+10,08604150.10%+415
HONEYWELL INTL INC(HON)3,9203,955+358058450.21%+40
TERRITORIAL BANCORP INC04,558+4,5580370.01%+37
NUVEI CORPORATION01,125+1,1250360.01%+36
JUNIPER NETWORKS INC0991+9910360.01%+36
HOME DEPOT INC(HD)04,898+4,89801,6860.42%+1,686
EQUITY RESIDENTIAL(EQR)05,140+5,14003560.09%+356
SUNOCO LP/SUNOCO FIN CORP(SUN)0574+5740320.01%+32
DR REDDYS LABS LTD(RDY)11,21911,21908238550.21%+32
LOCKHEED MARTIN CORP(LMT)02,043+2,04309540.24%+954
EQUITRANS MIDSTREAM CORP3,0005,245+2,24537680.02%+31
KIMBERLY-CLARK CORP(KMB)03,120+3,12004310.11%+431
EVERBRIDGE INC1,2512,071+82044720.02%+29
L3HARRIS TECHNOLOGIES INC(LHX)02,115+2,11504750.12%+475
DUKE ENERGY CORP NEW(DUK)05,956+5,95605970.15%+597
BAKER HUGHES COMPANY(BKR)12,06912,150+814044270.11%+23
CARTERS INC(CRI)02,790+2,79001730.04%+173
AMERICAN ELEC PWR CO INC8,3748,432+587217400.19%+19
CATALENT INC667972+30538550.01%+17
CEREVEL THERAPEUTICS HLDNG I1,3371,723+38657700.02%+14
AMERICAN WTR WKS CO INC NEW1,5751,585+101922050.05%+12
OGE ENERGY CORP(OGE)07,392+7,39202640.07%+264
ENTERGY CORP NEW(ETR)5,7975,837+406136250.16%+12
AVNET INC5,1695,204+352562680.07%+12
JOHNSON CTLS INTL PLC
SHS
6,9516,999+484544650.12%+11
CAMPBELL SOUP CO(CPB)06,098+6,09802760.07%+276
CALIFORNIA BANCORP INC2,8493,210+36163690.02%+6
PRUDENTIAL FINL INC(PFH)9,4739,539+661,1121,1180.28%+6
ESSENTIAL UTILS INC(WTRG)010,331+10,33103860.10%+386
AMCOR PLC(AMCR)015,939+15,93901560.04%+156
SSR MINING IN(SSRM)085,098+85,09803840.10%+384
NVIDIA CORPORATION(NVDA)0140+1400170.00%+17
ALPHABET INC(GOOG)0110+1100200.01%+20
KELLANOVA04,284+4,28402470.06%+247
APPLE INC(AAPL)081+810170.00%+17
DT CLOUD ACQUISITION CORP7,7287,728079810.02%+2
ZOETIS INC(ZTS)011+11020.00%+2
TRUIST FINL CORP(TFC)011,723+11,72304550.11%+455
DOMINION ENERGY INC(D)010,377+10,37705080.13%+508
COSTCO WHSL CORP NEW(COST)013+130110.00%+11
BLACK HAWK ACQUISITION CORP7,5557,555077780.02%+1
D R HORTON INC(DHI)09+9010.00%+1
UNITEDHEALTH GROUP INC(UNH)018+18090.00%+9
REGENERON PHARMACEUTICALS(REGN)03+3030.00%+3
CAMBRIDGE BANCORP01,080+1,0800750.02%+75
ILLINOIS TOOL WKS INC(ITW)010+10020.00%+2
NATIONAL WESTN LIFE GROUP IN0149+1490740.02%+74
ORACLE CORP(ORCL)044+44060.00%+6
WALMART INC(WMT)087+87060.00%+6
ELI LILLY & CO(LLY)05+5050.00%+5
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)041+41030.00%+3
ADOBE INC(ADBE)09+9050.00%+5
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