Fund HoldingsLONGFELLOW INVESTMENT MANAGEMENT CO LLC

Total Portfolio Value
$405.18M
Total Bought
$57.16M
Total Sold
$40.25M
Net Transaction
+$16.91M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
ENERGY TRANSFER L P(ET)3,259,4904,246,176+986,68645,73158,59714.46%+12,867
ENBRIDGE INC(ENB)90,000342,000+252,0002,98712,3193.04%+9,332
UGI CORP NEW(UGI)230,000396,084+166,0845,2909,7442.40%+4,454
ENTERPRISE PRODS PARTNERS L(EPD)02,521,428+2,521,428066,44016.40%+66,440
PFIZER INC(PFE)137,441261,575+124,1344,5597,5311.86%+2,972
INTERNATIONAL PAPER CO(IP)114,966188,082+73,1164,0786,7991.68%+2,721
VERIZON COMMUNICATIONS INC(VZ)0198,892+198,89207,4981.85%+7,498
SPDR SER TR
ST TERM HIGH ETF
085,500+85,50002,1490.53%+2,149
AMBEV SA(ABEV)01,150,631+1,150,63103,2220.80%+3,222
MPLX LP(MPLX)01,093,138+1,093,138040,1409.91%+40,140
INTEL CORP(INTC)81,79681,79602,9084,1101.01%+1,202
NEWMONT CORP(NEM)243,390243,39008,99310,0742.49%+1,081
WESTERN MIDSTREAM PARTNERS L(WES)524,705524,705014,28815,3533.79%+1,065
ICICI BANK LIMITED(IBN)041,816+41,81609970.25%+997
ITAU UNIBANCO HLDG S A(ITUB)0325,768+325,76802,2640.56%+2,264
HESS MIDSTREAM LP(HESM)0386,864+386,864012,2373.02%+12,237
MORGAN STANLEY(MS)09,572+9,57208930.22%+893
CONOCOPHILLIPS(COP)05,977+5,97706940.17%+694
BANCO BRADESCO S A0307,535+307,53501,0760.27%+1,076
EOG RES INC(EOG)05,574+5,57406740.17%+674
TELEFONICA BRASIL SA(VIV)0273,595+273,59502,9930.74%+2,993
WELLS FARGO CO NEW(WFC)013,240+13,24006520.16%+652
ULTRAPAR PARTICIPACOES SA(UGP)0346,766+346,76601,8790.46%+1,879
HONEYWELL INTL INC(HON)02,873+2,87306020.15%+602
AIR PRODS & CHEMS INC02,121+2,12105810.14%+581
CREDICORP LTD(BAP)03,470+3,47005200.13%+520
SOUTHWEST GAS HLDGS INC(SWX)0171,000+171,000010,8332.67%+10,833
VALE S A186,778186,77802,5032,9620.73%+459
CATERPILLAR INC(CAT)01,490+1,49004410.11%+441
MCDONALDS CORP(MCD)01,419+1,41904210.10%+421
EMERSON ELEC CO(EMR)04,180+4,18004070.10%+407
MONDELEZ INTL INC(MDLZ)05,565+5,56504030.10%+403
JOHNSON CTLS INTL PLC
SHS
06,904+6,90403980.10%+398
ICL GROUP LTD(ICL)075,731+75,73103790.09%+379
AUTOMATIC DATA PROCESSING IN01,599+1,59903730.09%+373
CIA ENERGETICA DE MINAS GERA(CIG)0328,964+328,96407630.19%+763
GENUINE PARTS CO(GPC)152,498+2,48323460.09%+344
STARBUCKS CORP(SBUX)03,470+3,47003330.08%+333
BANK AMERICA CORP049,803+49,80301,6770.41%+1,677
KENVUE INC(KVUE)014,483+14,48303120.08%+312
QUALCOMM INC(QCOM)08,764+8,76401,2680.31%+1,268
HEWLETT PACKARD ENTERPRISE C(HPE)015,936+15,93602710.07%+271
ARCHER DANIELS MIDLAND CO03,499+3,49902530.06%+253
HDFC BANK LTD(HDB)30,85630,85601,8212,0710.51%+250
NEXTERA ENERGY INC(NEE)11,88815,249+3,3616819260.23%+245
INFOSYS LTD(INFY)0183,243+183,24303,3680.83%+3,368
DISNEY WALT CO(DIS)025,080+25,08002,2640.56%+2,264
TARGET CORP(TGT)3,6314,375+7444016230.15%+222
HOME DEPOT INC(HD)04,688+4,68801,6250.40%+1,625
RTX CORPORATION(RTX)017,064+17,06401,4360.35%+1,436
CLOROX CO DEL(CLX)01,436+1,43602050.05%+205
SMUCKER J M CO(SJM)1,8023,363+1,5612214250.10%+204
OMNICOM GROUP INC(OMC)02,303+2,30301990.05%+199
INTERPUBLIC GROUP COS INC06,020+6,02001960.05%+196
WENDYS CO(WEN)09,691+9,69101890.05%+189
DINE BRANDS GLOBAL INC03,766+3,76601870.05%+187
SYSCO CORP(SYY)3,6935,496+1,8032444020.10%+158
NORTHERN TR CORP(NTRS)010,305+10,30508700.21%+870
STATE STR CORP(STT)13,58113,58109091,0520.26%+143
NORFOLK SOUTHN CORP(NSC)03,593+3,59308490.21%+849
WIPRO LTD(WIT)193,076193,07609341,0750.27%+141
ESSENTIAL UTILS INC(WTRG)6,98710,190+3,2032403810.09%+141
KIMBERLY-CLARK CORP(KMB)03,077+3,07703740.09%+374
3M CO(MMM)07,672+7,67208390.21%+839
AMERICAN ELEC PWR CO INC7,4268,338+9125596770.17%+119
FORD MTR CO DEL(F)30,70940,918+10,2093814990.12%+117
BANCO DE CHILE026,918+26,91806210.15%+621
UDR INC(UDR)09,985+9,98503820.09%+382
CISCO SYS INC(CSCO)019,196+19,19609700.24%+970
LOCKHEED MARTIN CORP(LMT)02,013+2,01309120.23%+912
TEXAS INSTRS INC(TXN)07,624+7,62401,3000.32%+1,300
PRUDENTIAL FINL INC(PFH)9,4009,40008929750.24%+83
GILEAD SCIENCES INC(GILD)013,149+13,14901,0650.26%+1,065
SOUTHERN COPPER CORP(SCCO)7,1137,11305366120.15%+77
HUNTINGTON BANCSHARES INC(HBAN)031,110+31,11003960.10%+396
MERCK & CO INC(MRK)11,81711,81701,2171,2880.32%+72
INTERNATIONAL BUSINESS MACHS(IBM)011,556+11,55601,8900.47%+1,890
TEXTAINER GROUP HOLDINGS LTD01,410+1,4100690.02%+69
IMMUNOGEN INC02,268+2,2680670.02%+67
CAMBRIDGE BANCORP0957+9570660.02%+66
PROLOGIS INC.(PLD)03,102+3,10204130.10%+413
COLGATE PALMOLIVE CO(CL)7,4667,46605315950.15%+64
KRAFT HEINZ CO(KHC)16,51416,51405566110.15%+55
BANCO SANTANDER BRASIL S A(BSBR)037,638+37,63802470.06%+247
WALGREENS BOOTS ALLIANCE INC013,543+13,54303540.09%+354
NATIONAL WESTN LIFE GROUP IN0107+1070520.01%+52
NEOGAMES S A01,804+1,8040520.01%+52
DOW INC(DOW)015,608+15,60808560.21%+856
ENTERGY CORP NEW(ETR)5,7555,75505325820.14%+50
COCA COLA CO(KO)16,41916,41909199680.24%+48
PUBLIC STORAGE(PSA)01,118+1,11803410.08%+341
KINDER MORGAN INC DEL(KMI)043,065+43,06507600.19%+760
ABBVIE INC(ABBV)07,086+7,08601,0980.27%+1,098
FIRSTENERGY CORP(FE)15,19915,19905205570.14%+38
SOVOS BRANDS INC01,530+1,5300340.01%+34
BEST BUY INC(BBY)03,819+3,81902990.07%+299
DR REDDYS LABS LTD(RDY)11,21911,21907507810.19%+30
XCEL ENERGY INC(XEL)6,3996,39903663960.10%+30
SPDR SER TR
ST STR BLO 1 ETF
0492+4920450.01%+45
CITIGROUP INC(C)038,017+38,01701,9560.48%+1,956
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