Fund HoldingsLONGFELLOW INVESTMENT MANAGEMENT CO LLC

Total Portfolio Value
$388.91M
Total Bought
$20.63M
Total Sold
$46.94M
Net Transaction
-$26.30M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
ENERGY TRANSFER L P(ET)02,852,118+2,852,118055,87314.37%+55,873
BLACKSTONE MTG TR INC(BXMT)0320,000+320,00005,5711.43%+5,571
WESTERN MIDSTREAM PARTNERS L(WES)0517,415+517,415019,8845.11%+19,884
MPLX LP(MPLX)0766,529+766,529036,6869.43%+36,686
ENTERPRISE PRODS PARTNERS L(EPD)01,768,356+1,768,356055,45614.26%+55,456
ALTRIA GROUP INC(MO)126,650150,155+23,5056,4647,8522.02%+1,387
UGI CORP NEW(UGI)396,180395,687-4939,91211,1702.87%+1,258
EASTERLY GOVT PPTYS INC(DEA)0109,309+109,30901,2420.32%+1,242
HESS MIDSTREAM LP(HESM)0345,764+345,764012,8043.29%+12,804
BRISTOL-MYERS SQUIBB CO(BMY)150,896148,518-2,3787,8078,4002.16%+593
CHENIERE ENERGY PARTNERS LP(CQP)0131,752+131,75206,9991.80%+6,999
ALBERTSONS COS INC023,124+23,12404540.12%+454
LAUDER ESTEE COS INC(EL)05,768+5,76804320.11%+432
DISNEY WALT CO(DIS)025,038+25,03802,7880.72%+2,788
FORD MTR CO(F)60,591102,376+41,7856401,0140.26%+374
PARAMOUNT GLOBAL028,571+28,57102990.08%+299
VALERO ENERGY CORP(VLO)02,214+2,21402710.07%+271
MERCK & CO INC(MRK)11,72516,094+4,3691,3311,6010.41%+270
CROWN CASTLE INC(CCI)2,6335,855+3,2223125310.14%+219
CVS HEALTH CORP(CVS)7,38115,074+7,6934646770.17%+213
UNION PAC CORP(UNP)3,4544,467+1,0138511,0190.26%+167
KINDER MORGAN INC DEL(KMI)43,95841,303-2,6559711,1320.29%+161
WIPRO LTD(WIT)193,076386,152+193,0761,2511,3670.35%+116
GENUINE PARTS CO(GPC)04,002+4,00204670.12%+467
SSR MINING IN(SSRM)85,09885,09804835920.15%+109
SCHLUMBERGER LTD(SLB)013,229+13,22905070.13%+507
QUALCOMM INC(QCOM)3,9945,009+1,0156797690.20%+90
CITIGROUP INC(C)021,438+21,43801,5090.39%+1,509
LAUNCH ONE ACQUISITION CORP07,716+7,7160780.02%+78
SIM ACQUISITION CORP. I07,566+7,5660760.02%+76
MELAR ACQUISITION CORP. I
SHS CL A
07,520+7,5200760.02%+76
ALTAIR ENGR INC0694+6940760.02%+76
PLAYAGS INC06,520+6,5200750.02%+75
UNIVERSAL STAINLESS & ALLOY01,689+1,6890740.02%+74
PATTERSON COS INC02,406+2,4060740.02%+74
NORDSTROM INC03,069+3,0690740.02%+74
SUMMIT MATLS INC01,461+1,4610740.02%+74
JPMORGAN CHASE & CO.(JPM)5,1214,813-3081,0801,1540.30%+74
AIR TRANSPORT SERVICES GRP I03,332+3,3320730.02%+73
AVID BIOSERVICES INC05,794+5,7940720.02%+72
EVANS BANCORP INC01,640+1,6400710.02%+71
PHILLIPS 66(PSX)03,262+3,26203720.10%+372
WILLIAM PENN BANCORPORATION05,465+5,4650660.02%+66
ENTERGY CORP NEW(ETR)5,87111,038+5,1677738370.22%+64
TARGET CORP(TGT)03,735+3,73505050.13%+505
HEARTLAND FINL USA INC01,026+1,0260630.02%+63
BANK AMERICA CORP035,136+35,13601,5440.40%+1,544
HDFC BANK LTD(HDB)037,208+37,20802,3760.61%+2,376
GILEAD SCIENCES INC(GILD)16,10615,135-9711,3501,3980.36%+48
CISCO SYS INC(CSCO)19,57918,401-1,1781,0421,0890.28%+47
EMERSON ELEC CO(EMR)5,1164,808-3085605960.15%+36
BAKER HUGHES COMPANY(BKR)011,487+11,48704710.12%+471
SMARTSHEET INC8701,304+43448730.02%+25
HONEYWELL INTL INC(HON)03,740+3,74008450.22%+845
ENSTAR GROUP LIMITED157221+6450710.02%+21
ALLETE INC598857+25938560.01%+17
BALLYS CORPORATION2,2072,927+72038520.01%+14
CUMMINS INC(CMI)1,8441,734-1105976040.16%+7
SURMODICS INC1,7241,836+11267730.02%+6
JUNIPER NETWORKS INC1,8302,059+22971770.02%+6
NEWBURY STR II ACQUISITION C
UNIT 10/23/2029
0476+476050.00%+5
CAYSON ACQUISITION CORP0470+470050.00%+5
FACT II ACQUISITION CORP
UNIT 99/99/9999
0476+476050.00%+5
WILLOW LANE ACQUISITION CORP
UNIT 99/99/9999
0476+476050.00%+5
DYNAMIX CORP0476+476050.00%+5
ROMAN DBDR ACQUISITION CORP
UNIT 99/99/9999
0454+454050.00%+5
FUTURE VISION II ACQUISITION0450+450050.00%+5
EQV VENTURES ACQUISITION COR0390+390040.00%+4
VOYAGER ACQUISITION CORP
UNIT 99/99/9999
0388+388040.00%+4
HCM II ACQUISITION CORP0388+388040.00%+4
AMAZON COM INC(AMZN)088+880190.00%+19
WHIRLPOOL CORP(WHR)04,354+4,35404980.13%+498
GRAF GLOBAL CORP7,5567,556076790.02%+3
ALPHABET INC(GOOG)0110+1100210.01%+21
PROFIRE ENERGY INC0820+820020.00%+2
NVIDIA CORPORATION(NVDA)0140+1400190.00%+19
GSR III ACQUISITION CORP0143+143010.00%+1
APPLE INC(AAPL)081+810200.01%+20
IRON HORSE ACQUISITIONS CORP04,320+4,320010.00%+1
FIRST HORIZON CORPORATION(FHN)068+68010.00%+1
VISA INC(V)028+28090.00%+9
LEGATO MERGER CORP III05,942+5,9420620.02%+62
WALMART INC(WMT)087+87080.00%+8
CENTURION ACQUISITION CORP4,1504,150042430.01%+1
FLAG SHIP ACQUISITION CORP07,520+7,520010.00%+1
COTERRA ENERGY INC014,139+14,13903610.09%+361
MASTERCARD INCORPORATED(MA)018+18090.00%+9
BLACK HAWK ACQUISITION CORP07,555+7,5550800.02%+80
MELAR ACQUISITION CORP. I
*W EXP 06/01/203
03,760+3,760000.00%0
ICICI BANK LIMITED(IBN)41,81641,81601,2481,2490.32%0
ARISTA NETWORKS INC028+28030.00%+3
HASHICORP INC1,1191,119038380.01%0
COSTCO WHSL CORP NEW(COST)013+130120.00%+12
GP-ACT III ACQUISITION CORP7,8007,800080800.02%0
INTUITIVE SURGICAL INC010+10050.00%+5
EDWARDS LIFESCIENCES CORP038+38030.00%+3
AUTOMATIC DATA PROCESSING IN014+14040.00%+4
F5 INC(FFIV)07+7020.00%+2
COPART INC(CPRT)032+32020.00%+2
IRON HORSE ACQUISITIONS CORP04,320+4,320000.00%0
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