Fund HoldingsLONGFELLOW INVESTMENT MANAGEMENT CO LLC

Total Portfolio Value
$399.45M
Total Bought
$18.85M
Total Sold
$25.75M
Net Transaction
-$6.90M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
NEWMONT CORP(NEM)243,640235,157-8,48310,20112,5693.15%+2,368
INTEL CORP(INTC)0205,496+205,49604,8211.21%+4,821
ENBRIDGE INC(ENB)0342,000+342,000013,8893.48%+13,889
AMBEV SA(ABEV)4,013,6134,013,61308,2289,7932.45%+1,565
BRISTOL-MYERS SQUIBB CO(BMY)150,657150,896+2396,2577,8071.95%+1,551
UGI CORP NEW(UGI)0396,180+396,18009,9122.48%+9,912
VERIZON COMMUNICATIONS INC(VZ)0199,663+199,66308,9672.24%+8,967
ALTRIA GROUP INC(MO)126,461126,650+1895,7606,4641.62%+704
QUALCOMM INC(QCOM)03,994+3,99406790.17%+679
SOUTHWEST GAS HLDGS INC(SWX)0171,000+171,000012,6133.16%+12,613
DELL TECHNOLOGIES INC(DELL)04,756+4,75605640.14%+564
TELEFONICA BRASIL SA(VIV)0273,595+273,59502,8100.70%+2,810
EMERSON ELEC CO(EMR)05,116+5,11605600.14%+560
TRAVELERS COMPANIES INC(TRV)02,005+2,00504690.12%+469
PPG INDS INC(PPG)03,539+3,53904690.12%+469
CVS HEALTH CORP(CVS)07,381+7,38104640.12%+464
INTERNATIONAL BUSINESS MACHS(IBM)9,1539,208+551,5832,0360.51%+453
AMERICAN INTL GROUP INC05,814+5,81404260.11%+426
MERCK & CO INC(MRK)011,725+11,72501,3310.33%+1,331
KENVUE INC(KVUE)029,523+29,52306830.17%+683
HOME DEPOT INC(HD)4,8984,927+291,6861,9960.50%+310
PFIZER INC(PFE)291,837292,177+3408,1668,4562.12%+290
AT&T INC(T)88,62689,169+5431,6941,9620.49%+268
ITAU UNIBANCO HLDG S A(ITUB)0325,768+325,76802,1660.54%+2,166
GILEAD SCIENCES INC(GILD)16,00916,106+971,0981,3500.34%+252
RTX CORPORATION(RTX)011,781+11,78101,4270.36%+1,427
NEXTERA ENERGY INC(NEE)17,06417,168+1041,2081,4510.36%+243
HEWLETT PACKARD ENTERPRISE C(HPE)25,83737,627+11,7905477700.19%+223
JOHNSON & JOHNSON(JNJ)013,196+13,19602,1390.54%+2,139
BANCO BRADESCO S A503,398503,39801,1281,3390.34%+211
STATE STR CORP(STT)013,861+13,86101,2260.31%+1,226
MEDTRONIC PLC(MDT)015,613+15,61301,4060.35%+1,406
STARBUCKS CORP(SBUX)8,1128,161+496327960.20%+164
NORFOLK SOUTHN CORP(NSC)4,4984,524+269661,1240.28%+159
MCDONALDS CORP(MCD)3,0063,023+177669210.23%+154
ABBVIE INC(ABBV)05,655+5,65501,1170.28%+1,117
CORNING INC(GLW)22,77622,915+1398851,0350.26%+150
ENTERGY CORP NEW(ETR)5,8375,871+346257730.19%+148
AMERICAN ELEC PWR CO INC8,4328,483+517408700.22%+131
CIA ENERGETICA DE MINAS GERA(CIG)0427,653+427,65308810.22%+881
FORD MTR CO DEL(F)060,591+60,59106400.16%+640
PNC FINL SVCS GROUP INC(PNC)03,928+3,92807260.18%+726
CISCO SYS INC(CSCO)019,579+19,57901,0420.26%+1,042
MONDELEZ INTL INC(MDLZ)12,11312,186+737938980.22%+105
KINDER MORGAN INC DEL(KMI)43,69043,958+2688689710.24%+103
SSR MINING IN(SSRM)85,09885,09803844830.12%+100
US BANCORP DEL(USB)015,420+15,42007050.18%+705
VALE S A0186,778+186,77802,1820.55%+2,182
DOMINION ENERGY INC(D)10,37710,440+635086030.15%+95
COMCAST CORP NEW(CCZ)31,89032,084+1941,2491,3400.34%+91
MORGAN STANLEY(MS)11,87311,945+721,1541,2450.31%+91
CUMMINS INC(CMI)01,844+1,84405970.15%+597
PUBLIC STORAGE OPER CO(PSA)01,141+1,14104150.10%+415
BAXTER INTL INC18,40918,521+1126167030.18%+87
PROLOGIS INC.(PLD)5,8945,929+356627490.19%+87
MOLSON COORS BEVERAGE CO(TAP)11,57711,647+705886700.17%+81
JOHNSON CTLS INTL PLC
SHS
6,9997,040+414655460.14%+81
XCEL ENERGY INC(XEL)06,529+6,52904260.11%+426
GP-ACT III ACQUISITION CORP07,800+7,8000800.02%+80
ALLSTATE CORP(ALL)2,5002,514+143994770.12%+78
LIONHEART HOLDINGS07,520+7,5200760.02%+76
FLAG SHIP ACQUISITION CORP07,520+7,5200760.02%+76
GRAF GLOBAL CORP07,556+7,5560760.02%+76
UNION PAC CORP(UNP)3,4343,454+207778510.21%+74
WIPRO LTD(WIT)193,076193,07601,1781,2510.31%+73
TEXAS INSTRS INC(TXN)05,423+5,42301,1200.28%+1,120
ENVESTNET INC01,140+1,1400710.02%+71
NORTHERN TR CORP(NTRS)010,520+10,52009470.24%+947
SURMODICS INC01,724+1,7240670.02%+67
CNH INDL N V
SHS
55,82456,165+3415656230.16%+58
CROWN CASTLE INC(CCI)02,633+2,63303120.08%+312
WEC ENERGY GROUP INC(WEC)03,022+3,02202910.07%+291
KRAFT HEINZ CO(KHC)016,856+16,85605920.15%+592
ENSTAR GROUP LIMITED0157+1570500.01%+50
PAYCHEX INC(PAYX)03,090+3,09004150.10%+415
JPMORGAN CHASE & CO.(JPM)05,121+5,12101,0800.27%+1,080
TRUIST FINL CORP(TFC)11,72311,794+714555040.13%+49
SMARTSHEET INC0870+8700480.01%+48
UDR INC(UDR)10,08610,147+614154600.12%+45
PRUDENTIAL FINL INC(PFH)9,5399,597+581,1181,1620.29%+44
ICICI BANK LIMITED(IBN)41,81641,81601,2051,2480.31%+43
SMUCKER J M CO(SJM)03,417+3,41704140.10%+414
GENERAL MLS INC(GIS)03,893+3,89302870.07%+287
EXELON CORP(EXC)06,900+6,90002800.07%+280
CENTURION ACQUISITION CORP04,150+4,1500420.01%+42
OGE ENERGY CORP(OGE)7,3927,437+452643050.08%+41
PEPSICO INC(PEP)06,719+6,71901,1430.29%+1,143
EXXON MOBIL CORP014,537+14,53701,7040.43%+1,704
SYSCO CORP(SYY)05,584+5,58404360.11%+436
BANCO SANTANDER BRASIL S A(BSBR)120,528120,52805956340.16%+39
ALLETE INC0598+5980380.01%+38
BALLYS CORPORATION02,207+2,2070380.01%+38
HASHICORP INC01,119+1,1190380.01%+38
CONAGRA BRANDS INC(CAG)08,743+8,74302840.07%+284
DR REDDYS LABS LTD(RDY)11,21911,21908558910.22%+37
FMC CORP(FMC)04,193+4,19302760.07%+276
HAYNES INTL INC0612+6120360.01%+36
JUNIPER NETWORKS INC9911,830+83936710.02%+35
NUVEI CORPORATION1,1252,139+1,01436710.02%+35
OMNICOM GROUP INC(OMC)02,348+2,34802430.06%+243
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