Fund HoldingsLONGFELLOW INVESTMENT MANAGEMENT CO LLC

Total Portfolio Value
$404.31M
Total Bought
$67.32M
Total Sold
$64.68M
Net Transaction
+$2.63M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
CANADIAN NAT RES LTD(CNQ)0671,721+671,721021,0925.22%+21,092
EASTERLY GOVT PPTYS INC(DEA)0281,503+281,50306,2491.55%+6,249
BRISTOL-MYERS SQUIBB CO(BMY)0148,983+148,98306,8961.71%+6,896
BOEING CO(BA)015,173+15,17303,1790.79%+3,179
META PLATFORMS INC(META)04,064+4,06403,0000.74%+3,000
TELEFONICA BRASIL SA(VIV)0260,062+260,06202,9650.73%+2,965
KKR & CO INC(KKR)019,882+19,88202,6450.65%+2,645
BLACKSTONE INC(BX)6,15922,160+16,0018613,3150.82%+2,454
AMAZON COM INC(AMZN)010,539+10,53902,3120.57%+2,312
ALPHABET INC(GOOG)012,141+12,14102,1540.53%+2,154
NOVO-NORDISK A S(NVO)028,257+28,25701,9500.48%+1,950
APPLE INC(AAPL)09,379+9,37901,9240.48%+1,924
JBS N.V.(JBS)0103,078+103,07801,5060.37%+1,506
UBS GROUP AG(UBS)041,675+41,67501,1190.28%+1,119
ULTRAPAR PARTICIPACOES SA(UGP)441,527616,345+174,8181,3602,0220.50%+662
DISNEY WALT CO(DIS)025,038+25,03803,1050.77%+3,105
NORTHROP GRUMMAN CORP(NOC)01,222+1,22206110.15%+611
UNITEDHEALTH GROUP INC(UNH)01,969+1,96906140.15%+614
BANCO BRADESCO S A626,569626,56901,3971,9360.48%+539
FEDEX CORP(FDX)1,7413,868+2,1274248790.22%+455
LENNAR CORP(LEN)03,985+3,98504410.11%+441
ELEVANCE HEALTH INC(ELV)01,108+1,10804310.11%+431
KEURIG DR PEPPER INC(KDP)012,551+12,55104150.10%+415
COLGATE PALMOLIVE CO(CL)04,563+4,56304150.10%+415
GOLDMAN SACHS GROUP INC(GS)1,1721,483+3116401,0500.26%+409
LAMB WESTON HLDGS INC(LW)07,715+7,71504000.10%+400
CLOROX CO DEL(CLX)03,207+3,20703850.10%+385
HDFC BANK LTD(HDB)37,20837,20802,4722,8530.71%+381
DR REDDYS LABS LTD(RDY)071,512+71,51201,0750.27%+1,075
HEWLETT PACKARD ENTERPRISE C(HPE)56,65156,65108741,1590.29%+284
MEDTRONIC PLC(MDT)010,354+10,35409030.22%+903
EOG RES INC(EOG)013,270+13,27001,5870.39%+1,587
PROCTER AND GAMBLE CO(PG)04,110+4,11006550.16%+655
CUMMINS INC(CMI)2,6753,289+6148381,0770.27%+239
SSR MINING IN(SSRM)85,09885,09808541,0840.27%+231
EMERSON ELEC CO(EMR)9,1019,127+269981,2170.30%+219
STATE STR CORP(STT)12,45212,45201,1151,3240.33%+209
JOHNSON & JOHNSON(JNJ)09,635+9,63501,4720.36%+1,472
CISCO SYS INC(CSCO)21,51521,554+391,3281,4950.37%+168
CITIGROUP INC(C)24,68122,499-2,1821,7521,9150.47%+163
PROVIDENT BANCORP INC012,510+12,51001560.04%+156
HARBORONE BANCORP INC NEW012,767+12,76701490.04%+149
OLD PT FINANCIAL CORPORATION03,679+3,67901440.04%+144
SITIO ROYALTIES CORP07,855+7,85501440.04%+144
MOLSON COORS BEVERAGE CO(TAP)011,804+11,80405680.14%+568
WELLS FARGO CO NEW(WFC)15,38015,38001,1041,2320.30%+128
L3HARRIS TECHNOLOGIES INC(LHX)3,0633,06306417680.19%+127
DIGITAL RLTY TR INC(DLR)3,9933,99305726960.17%+124
NORFOLK SOUTHN CORP(NSC)6,4536,45301,5281,6520.41%+123
RTX CORPORATION(RTX)08,793+8,79301,2840.32%+1,284
ANALOG DEVICES INC(ADI)3,0873,095+86237370.18%+114
HONEYWELL INTL INC(HON)5,0845,098+141,0771,1870.29%+111
BLACKROCK INC(BLK)931934+38819800.24%+99
BROWN FORMAN CORP(BF-A)12,12418,669+6,5454115020.12%+91
ICICI BANK LIMITED(IBN)041,816+41,81601,4070.35%+1,407
DELL TECHNOLOGIES INC(DELL)11,2869,112-2,1741,0291,1170.28%+88
CIA ENERGETICA DE MINAS GERA(CIG)0427,653+427,65308380.21%+838
MORGAN STANLEY(MS)11,2999,925-1,3741,3181,3980.35%+80
FARO TECHNOLOGIES INC01,761+1,7610770.02%+77
MR COOPER GROUP INC0515+5150770.02%+77
CANTALOUPE INC06,950+6,9500760.02%+76
ANSYS INC0215+2150760.02%+76
BANK AMERICA CORP41,56838,242-3,3261,7351,8100.45%+75
CFSB BANCORP INC05,432+5,4320750.02%+75
AVIDXCHANGE HOLDINGS INC07,609+7,6090740.02%+74
E2OPEN PARENT HOLDINGS INC022,903+22,9030740.02%+74
VIGIL NEUROSCIENCE INC09,243+9,2430730.02%+73
SPARTANNASH CO02,720+2,7200720.02%+72
GENERAL DYNAMICS CORP(GD)3,3953,39509259900.24%+65
INTERNATIONAL BUSINESS MACHS(IBM)06,514+6,51401,9200.47%+1,920
US BANCORP DEL(USB)19,37919,37908188770.22%+59
CONOCOPHILLIPS(COP)14,27717,320+3,0431,4991,5540.38%+55
PNC FINL SVCS GROUP INC(PNC)4,8174,81708478980.22%+51
QUALCOMM INC(QCOM)8,1308,13001,2491,2950.32%+46
NIKE INC(NKE)5,9305,93003764210.10%+45
INFOSYS LTD(INFY)0141,638+141,63802,6250.65%+2,625
FRONTIER COMMUNICATIONS PARE2,0683,096+1,028741130.03%+39
SPDR SERIES TRUST
ST TERM HIGH ETF
118,150118,15002,9733,0100.74%+38
LAS VEGAS SANDS CORP(LVS)7,2887,28802823170.08%+36
AT&T INC(T)048,354+48,35401,3990.35%+1,399
LOCKHEED MARTIN CORP(LMT)1,9051,90508518820.22%+31
KINDER MORGAN INC DEL(KMI)033,863+33,86309960.25%+996
BROADCOM INC(AVGO)097+970270.01%+27
PPG INDS INC(PPG)4,9654,96505435650.14%+22
TRUIST FINL CORP(TFC)011,083+11,08304760.12%+476
NVIDIA CORPORATION(NVDA)0207+2070330.01%+33
CVS HEALTH CORP(CVS)12,65012,65008578730.22%+16
MICROSOFT CORP(MSFT)059+590290.01%+29
REDFIN CORP06,686+6,6860750.02%+75
TITAN ACQUISITION CORP0980+9800100.00%+10
SOULPOWER ACQUISITION CORP0980+9800100.00%+10
JEFFERIES FINL GROUP INC(JEF)7,8407,84004204290.11%+9
JUNIPER NETWORKS INC02,059+2,0590820.02%+82
AMERICAN TOWER CORP NEW(AMT)02,035+2,03504500.11%+450
GENUINE PARTS CO(GPC)03,987+3,98704840.12%+484
DOMINION ENERGY INC(D)13,93713,93707817880.19%+6
ALCHEMY INVTS ACQUISITN CORP
CL A ORD SHS
0464+464050.00%+5
NEW PROVIDENCE ACQUISITION C
UNIT 99/99/9999
0486+486050.00%+5
PIONEER ACQUISITION I CORP0500+500050.00%+5
EATON CORP PLC(ETN)016+16060.00%+6
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