Fund HoldingsLONGFELLOW INVESTMENT MANAGEMENT CO LLC

Total Portfolio Value
$377.77M
Total Bought
$23.61M
Total Sold
$84.81M
Net Transaction
-$61.20M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
UGI CORP NEW(UGI)0230,000+230,00005,2901.40%+5,290
NEWMONT CORP(NEM)0243,390+243,39008,9932.38%+8,993
ENBRIDGE INC(ENB)090,000+90,00002,9870.79%+2,987
ENERGY TRANSFER L P(ET)3,421,9113,259,490-162,42143,45845,73112.11%+2,272
INTERNATIONAL PAPER CO(IP)104,637114,966+10,3293,3294,0781.08%+749
COTERRA ENERGY INC391,083391,08309,89410,5792.80%+684
NEXTERA ENERGY INC(NEE)011,888+11,88806810.18%+681
SOUTHERN CO(SO)010,234+10,23406620.18%+662
DUKE ENERGY CORP NEW(DUK)07,260+7,26006410.17%+641
WESTERN MIDSTREAM PARTNERS L(WES)514,687524,705+10,01813,64914,2883.78%+638
CHENIERE ENERGY PARTNERS LP(CQP)140,916131,752-9,1646,5027,1401.89%+638
AMERICAN ELEC PWR CO INC07,426+7,42605590.15%+559
ENTERGY CORP NEW(ETR)05,755+5,75505320.14%+532
PFIZER INC(PFE)109,882137,441+27,5594,0304,5591.21%+528
FIRSTENERGY CORP(FE)015,199+15,19905200.14%+520
CHEVRON CORP NEW(CVX)12,75814,447+1,6892,0072,4360.64%+429
CRESTWOOD EQUITY PARTNERS LP511,977476,660-35,31713,55713,9423.69%+385
FORD MTR CO DEL(F)030,709+30,70903810.10%+381
XCEL ENERGY INC(XEL)06,399+6,39903660.10%+366
VALE S A0186,778+186,77802,5030.66%+2,503
WIPRO LTD(WIT)128,695193,076+64,3816079340.25%+327
AT&T INC(T)0128,939+128,93901,9370.51%+1,937
PETROLEO BRASILEIRO SA PETRO(PBR)253,315253,31503,5033,7971.01%+294
PEPSICO INC(PEP)06,578+6,57801,1150.30%+1,115
CAMPBELL SOUP CO(CPB)06,011+6,01102470.07%+247
GENERAL MLS INC(GIS)03,817+3,81702440.06%+244
SYSCO CORP(SYY)03,693+3,69302440.06%+244
OGE ENERGY CORP(OGE)07,288+7,28802430.06%+243
ESSENTIAL UTILS INC(WTRG)06,987+6,98702400.06%+240
CONAGRA BRANDS INC(CAG)08,567+8,56702350.06%+235
EXXON MOBIL CORP22,07422,07402,3672,5950.69%+228
MERCK & CO INC(MRK)011,817+11,81701,2170.32%+1,217
SMUCKER J M CO(SJM)01,802+1,80202210.06%+221
HDFC BANK LTD(HDB)23,12030,856+7,7361,6111,8210.48%+209
JOYY INC(JOYY)027,824+27,82401,0600.28%+1,060
STATE STR CORP(STT)9,66113,581+3,9207079090.24%+202
INTEL CORP(INTC)81,79681,79602,7352,9080.77%+173
KRAFT HEINZ CO(KHC)016,514+16,51405560.15%+556
COLGATE PALMOLIVE CO(CL)07,466+7,46605310.14%+531
CORNING INC(GLW)16,24022,450+6,2105696840.18%+115
TARGET CORP(TGT)03,631+3,63104010.11%+401
LEGGETT & PLATT INC(LEG)07,612+7,61201930.05%+193
CROWN CASTLE INC(CCI)04,162+4,16203830.10%+383
COCA COLA CO(KO)016,419+16,41909190.24%+919
PRUDENTIAL FINL INC(PFH)9,4009,40008298920.24%+63
DR REDDYS LABS LTD(RDY)11,21911,21907087500.20%+42
KELLANOVA04,223+4,22302510.07%+251
CITIZENS FINL GROUP INC(CFG)044,659+44,65901,1970.32%+1,197
SOUTHERN COPPER CORP(SCCO)07,113+7,11305360.14%+536
BRISTOL-MYERS SQUIBB CO(BMY)024,869+24,86901,4430.38%+1,443
LYONDELLBASELL INDUSTRIES N
SHS - A -
5,6015,60105145300.14%+16
GENERAL DYNAMICS CORP(GD)2,4172,41705205340.14%+14
PAYCHEX INC(PAYX)3,0283,02803393490.09%+10
OCA ACQUISITION CORP0879+879090.00%+9
ACROPOLIS INFRASTRUCTURE ACQ0465+465050.00%+5
CROWN PROPTECH ACQUISITIONS0355+355040.00%+4
CNA FINL CORP(CNA)3,8003,80001471500.04%+3
NATIONAL INSTRS CORP1,1591,159067690.02%+3
HERSHEY CO(HSY)011+11020.00%+2
US BANCORP DEL(USB)059,260+59,26001,9590.52%+1,959
GENUINE PARTS CO(GPC)015+15020.00%+2
ELEVANCE HEALTH INC(ELV)07+7030.00%+3
JAWS MUSTANG ACQUISITION COR07,089+7,0890760.02%+76
NORTHERN STAR INVEST CORP IV0100+100010.00%+1
BLUESCAPE OPPORTUNITIES ACQU011,885+11,88501190.03%+119
UNITEDHEALTH GROUP INC(UNH)016+16080.00%+8
COSTCO WHSL CORP NEW(COST)013+13070.00%+7
ELI LILLY & CO(LLY)05+5030.00%+3
AEON BIOPHARMA INC01,559+1,559000.00%0
AFLAC INC(AFL)033+33030.00%+3
CME GROUP INC(CME)015+15030.00%+3
INTUIT(INTU)04+4020.00%+2
REGENERON PHARMACEUTICALS(REGN)02+2020.00%+2
ARISTA NETWORKS INC07+7010.00%+1
DANAHER CORPORATION(DHR)019+19050.00%+5
PROSPECTOR CAPITAL CORP4534530550.00%0
EATON CORP PLC(ETN)010+10020.00%+2
F5 INC(FFIV)07+7010.00%+1
FOUR LEAF ACQUISITION CORP0427+427040.00%+4
WALMART INC(WMT)029+29050.00%+5
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)030+30020.00%+2
FOREST ROAD ACQUISITION COR0465+465050.00%+5
SILVERBOX CORP III4714710550.00%0
GENTEX CORP(GNTX)018+18010.00%+1
VEEVA SYS INC(VEEV)010+10020.00%+2
GALLAGHER ARTHUR J & CO(AJG)06+6010.00%+1
CURTISS WRIGHT CORP(CW)04+4010.00%+1
AUTOZONE INC(AZO)01+1030.00%+3
MASTERCARD INCORPORATED(MA)018+18070.00%+7
ATLANTIC COASTAL ACQUISTN CO0270+270030.00%+3
MARSH & MCLENNAN COS INC(MRSH)017+17030.00%+3
WATERS CORP(WAT)05+5010.00%+1
ACUITY BRANDS INC(AYI)04+4010.00%+1
CVS HEALTH CORP(CVS)040+40030.00%+3
GOLDEN ARROW MERGER CORP4624620550.00%0
NORTHERN STAR INVSTMNT CORP0435+435040.00%+4
SPECTRAL AI INC0100+100000.00%0
DUNE ACQUISITION CORP0221+221000.00%0
FIRST BK WILLIAMSTOWN NEW JE
COM
01,490+1,490000
NBT BANCORP INC(NBTB)0857+857000
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