MondegarAI
LONGFELLOW INVESTMENT MANAGEMENT CO LLC

Q4 2025 · 13F-HR

LONGFELLOW INVESTMENT MANAGEMENT CO LLCholdings as filed

Filed 2026-02-11 · accession 0001167487-26-000003

$443.3M
Reported value
234
Positions
2025-12-31
Period end
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The Brief · LONGFELLOW INVESTMENT MANAGEMENT CO LLC · Q4 2025

AI · grounded in 13F

Longfellow Investment Management Co LLC closed its position in NEM, reducing its exposure by $8,069,647. The fund also exited positions in ASML and AZNN, while trimming shares of GOOG and AMZN by over 99%. On the buy side, the fund increased its stake in CMCSA by 669.7% and VZ by 514.24%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
293792107EPDENTERPRISE PRODS PARTNERS L$50.9M11.5%1,587,296CommonSOLE
29273V100ETENERGY TRANSFER L P$49.9M11.3%3,028,233CommonSOLE
958669103WESWESTERN MIDSTREAM PARTNERS L$43.0M9.71%1,089,519CommonSOLE
55336V100MPLXMPLX LP$40.9M9.23%766,529CommonSOLE
726503105PAAPLAINS ALL AMERN PIPELINE L$28.6M6.46%1,594,440CommonSOLE
428103105HESMHESS MIDSTREAM LP$18.1M4.09%525,158CommonSOLE
136385101CNQCANADIAN NAT RES LTD$15.7M3.55%464,721CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$9.0M2.03%220,979CommonSOLE
20030N101CMCSACOMCAST CORP NEW$8.1M1.84%272,560CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$8.0M1.81%148,983CommonSOLE
717081103PFEPFIZER INC$7.5M1.69%301,435CommonSOLE
16411Q101CQPCHENIERE ENERGY PARTNERS LP$7.0M1.59%131,752CommonSOLE
09257W100BXMTBLACKSTONE MTG TR INC$6.1M1.38%320,000CommonSOLE
27616P301DEAEASTERLY GOVT PPTYS INC$6.0M1.35%281,503CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$3.5M0.78%13,330CommonSOLE
097023105BABOEING CO$3.3M0.74%15,173CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$3.3M0.74%18,763CommonSOLE
91912E105VALEVALE S A$3.1M0.70%239,430CommonSOLE
78468R408SJNKSPDR SERIES TRUST$3.0M0.67%118,150CommonNONE
254687106DISDISNEY WALT CO$2.8M0.64%25,000CommonSOLE
02319V103ABEVAMBEV SA$2.8M0.64%1,142,729CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$2.8M0.62%116,404CommonSOLE
03064D108COLDAMERICOLD REALTY TRUST INC$2.7M0.61%208,735CommonSOLE
40415F101HDBHDFC BANK LTD$2.6M0.58%70,360CommonSOLE
670100205NVONOVO-NORDISK A S$2.5M0.57%49,800CommonSOLE
45104G104IBNICICI BANK LIMITED$2.4M0.55%81,992CommonSOLE
009158106APDAIR PRODS & CHEMS INC$2.3M0.52%9,411CommonSOLE
N4732M103JBSJBS N.V.$2.3M0.52%161,118CommonSOLE
456788108INFYINFOSYS LTD$2.2M0.49%122,834CommonSOLE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$2.2M0.49%182,307CommonSOLE
87936R205VIVTELEFONICA BRASIL SA$2.1M0.47%173,816CommonSOLE
90400P101UGPULTRAPAR PARTICIPACOES SA$2.0M0.45%534,513CommonSOLE
693506107PPGPPG INDS INC$2.0M0.45%19,379CommonSOLE
437076102HDHOME DEPOT INC$2.0M0.45%5,742CommonSOLE
059460303BBDBANCO BRADESCO S A$1.8M0.41%543,378CommonSOLE
166764100CVXCHEVRON CORP NEW$1.8M0.41%11,845CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$1.8M0.40%5,426CommonSOLE
465562106ITUBITAU UNIBANCO HLDG S A$1.7M0.38%233,497CommonSOLE
060505104BACBANK AMERICA CORP$1.5M0.35%28,002CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$1.5M0.34%4,686CommonSOLE
907818108UNPUNION PAC CORP$1.5M0.34%6,513CommonSOLE
882508104TXNTEXAS INSTRS INC$1.5M0.34%8,663CommonSOLE
00724F101ADBEADOBE INC$1.5M0.34%4,293CommonSOLE
742718109PGPROCTER AND GAMBLE CO$1.5M0.33%10,272CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.5M0.33%4,896CommonSOLE
949746101WMT2WELLS FARGO CO NEW$1.4M0.32%15,380CommonSOLE
291011104EMREMERSON ELEC CO$1.4M0.32%10,637CommonSOLE
172967424CCITIGROUP INC$1.4M0.32%12,084CommonSOLE
902973304USBUS BANCORP DEL$1.4M0.32%26,294CommonSOLE
617446448MSMORGAN STANLEY$1.4M0.32%7,885CommonSOLE
747525103QCOMQUALCOMM INC$1.4M0.31%8,130CommonSOLE
30231G102XOMEXXON MOBIL CORP$1.4M0.31%11,427CommonSOLE
09260D107BXBLACKSTONE INC$1.4M0.31%8,821CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$1.4M0.30%49,137CommonSOLE
20825C104COPCONOCOPHILLIPS$1.3M0.30%14,266CommonSOLE
17275R102CSCOCISCO SYS INC$1.3M0.29%16,682CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$1.3M0.29%52,948CommonSOLE
09290D101BLKBLACKROCK INC$1.3M0.29%1,188CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$1.2M0.28%14,467CommonSOLE
58933Y105MRKMERCK & CO INC$1.2M0.28%11,593CommonSOLE
97651M109WITWIPRO LTD$1.2M0.27%423,419CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$1.2M0.27%2,441CommonSOLE
75513E101RTXRTX CORPORATION$1.2M0.26%6,383CommonSOLE
94106L109WMWASTE MGMT INC DEL$1.2M0.26%5,309CommonSOLE
231021106CMICUMMINS INC$1.2M0.26%2,281CommonSOLE
580135101MCDMCDONALDS CORP$1.2M0.26%3,802CommonSOLE
26875P101EOGEOG RES INC$1.2M0.26%10,967CommonSOLE
256135203RDYDR REDDYS LABS LTD$1.1M0.26%81,832CommonSOLE
438516106HONHONEYWELL INTL INC$1.1M0.26%5,852CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$1.1M0.26%9,026CommonSOLE
87612E106TGTTARGET CORP$1.1M0.25%11,319CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$1.1M0.25%5,943CommonSOLE
713448108PEPPEPSICO INC$1.1M0.24%7,563CommonSOLE
00206R102TAT&T INC$1.1M0.24%43,493CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$1.0M0.23%1,788CommonSOLE
744320102PRUPRUDENTIAL FINL INC$1.0M0.23%9,018CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$1.0M0.23%4,817CommonSOLE
126650100CVSCVS HEALTH CORP$1.0M0.23%12,610CommonSOLE
682680103OKEONEOK INC NEW$953,0010.21%12,966CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$947,6470.21%6,869CommonSOLE
478160104JNJJOHNSON & JOHNSON$941,2090.21%4,548CommonSOLE
204409601CIGCIA ENERGETICA DE MINAS GERA$926,9800.21%463,490CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$900,8060.20%3,120CommonSOLE
375558103GILDGILEAD SCIENCES INC$869,2450.20%7,082CommonSOLE
29444U700EQIXEQUINIX INC$858,8650.19%1,121CommonSOLE
G5960L103MDTMEDTRONIC PLC$842,6380.19%8,772CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$839,8420.19%8,467CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$816,5910.18%929CommonSOLE
02209S103MOALTRIA GROUP INC$804,8180.18%13,958CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$767,2580.17%4,747CommonSOLE
002824100ABTABBOTT LABS$764,0180.17%6,098CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$738,9160.17%2,517CommonSOLE
219350105GLWCORNING INC$736,4670.17%8,411CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$730,5460.16%2,084CommonSOLE
500754106KHCKRAFT HEINZ CO$700,2430.16%28,876CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$695,2360.16%24,821CommonSOLE
654106103NKENIKE INC$687,8130.16%10,796CommonSOLE
125523100CITHE CIGNA GROUP$673,4880.15%2,447CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$666,7710.15%8,438CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$664,5590.15%7,608CommonSOLE
00287Y109ABBVABBVIE INC$658,5080.15%2,882CommonSOLE
902653104UDRUDR INC$644,4310.15%17,569CommonSOLE
29476L107EQREQUITY RESIDENTIAL$593,1430.13%9,409CommonSOLE
189054109CLXCLOROX CO DEL$578,5630.13%5,738CommonSOLE
718172109PMPHILIP MORRIS INTL INC$576,3170.13%3,593CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$551,0110.12%11,804CommonSOLE
89832Q109TFCTRUIST FINL CORP$545,3940.12%11,083CommonSOLE
857477103STTSTATE STR CORP$516,0400.12%4,000CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$509,0550.11%1,755CommonSOLE
806857108SLBSLB LIMITED$507,7290.11%13,229CommonSOLE
40434L105HPQHP INC$504,3080.11%22,635CommonSOLE
65339F101NEENEXTERA ENERGY INC$502,2320.11%6,256CommonSOLE
020002101ALLALLSTATE CORP$492,0670.11%2,364CommonSOLE
372460105GPCGENUINE PARTS CO$490,2420.11%3,987CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$490,1710.11%2,648CommonSOLE
115637209BF/BBROWN FORMAN CORP$485,3150.11%18,623CommonSOLE
406216101HALHALLIBURTON CO$466,5440.11%16,509CommonSOLE
74340W103PLDPROLOGIS INC.$465,1930.10%3,644CommonSOLE
311900104FASTFASTENAL CO$455,3950.10%11,348CommonSOLE
91529Y106UNMUNUM GROUP$432,1400.10%5,576CommonSOLE
25746U109DDOMINION ENERGY INC$424,1330.10%7,239CommonSOLE
526057104LENLENNAR CORP$409,6580.09%3,985CommonSOLE
253868103DLRDIGITAL RLTY TR INC$391,7260.09%2,532CommonSOLE
872590104TMUST-MOBILE US INC$381,9180.09%1,881CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$379,6710.09%1,476CommonSOLE
260557103DOWDOW INC$350,0690.08%14,973CommonSOLE
833034101SNASNAP ON INC$330,8160.07%960CommonSOLE
831865209AOSSMITH A O CORP$325,1710.07%4,862CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$324,6230.07%1,318CommonSOLE
704326107PAYXPAYCHEX INC$321,6200.07%2,867CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$316,7760.07%5,995CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$232,6510.05%5,373CommonSOLE
12740C103CADECADENCE BANK$162,7920.04%3,800CommonSOLE
74267C106PRAPROASSURANCE CORP$151,0720.03%6,253CommonSOLE
15677J108DAYDAYFORCE INC$149,2470.03%2,158CommonSOLE
58600110975ZSOHO HOUSE & CO INC$114,1500.03%12,740CommonSOLE
436440101HO1HOLOGIC INC$112,6290.03%1,512CommonSOLE
401617105GU9GUESS INC$110,3830.02%6,590CommonSOLE
68162K106ZEUSOLYMPIC STEEL INC$89,8490.02%2,100CommonSOLE
G2616F127BCARUD. BORAL ARC ACQ I CORP.$83,9050.02%8,226CommonSOLE
G4035N103GPATGP-ACT III ACQUISITION CORP$83,3820.02%7,800CommonSOLE
G4036C106GRAFGRAF GLOBAL CORP$81,2650.02%7,556CommonSOLE
G8431T101SIMASIM ACQUISITION CORP. I$80,1240.02%7,566CommonSOLE
G5501C109CUBLIONHEART HOLDINGS$79,9380.02%7,520CommonSOLE
05370A108RNAGBPAVIDITY BIOSCIENCES INC$77,3230.02%1,072CommonSOLE
G4474Y214JHGJANUS HENDERSON GROUP PLC$76,4450.02%1,607CommonSOLE
596304204MBCNMIDDLEFIELD BANC CORP$75,9880.02%2,200CommonSOLE
34629L202FRGEFORGE GLOBAL HOLDINGS INC$75,7970.02%1,701CommonSOLE
10922N103BHFBRIGHTHOUSE FINL INC$73,9250.02%1,141CommonSOLE
737630103PCHPOTLATCHDELTIC CORPORATION$71,7230.02%1,803CommonSOLE
89785L1075TCTRUECAR INC$70,5350.02%31,210CommonSOLE
G20315100ALFCENTURION ACQUISITION CORP$44,1980.01%4,150CommonSOLE
227483104CCRNCROSS CTRY HEALTHCARE INC$32,1810.01%3,973CommonSOLE
67066G104NVDANVIDIA CORPORATION$31,7050.01%170CommonNONE
023135106AMZNAMAZON COM INC$31,6220.01%137CommonNONE
02079K107GOOGALPHABET INC$31,3800.01%100CommonNONE
30303M102METAMETA PLATFORMS INC$31,0240.01%47CommonNONE
86765K109SUNSUNOCO LP/SUNOCO FIN CORP$30,0830.01%574CommonSOLE
11135F101AVGOBROADCOM INC$28,7260.01%83CommonNONE
037833100AAPLAPPLE INC$28,5450.01%105CommonNONE
594918104MSFTMICROSOFT CORP$28,5340.01%59CommonNONE
532457108LLYELI LILLY & CO$16,1200.00%15CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$15,5820.00%31CommonNONE
57636Q104MAMASTERCARD INCORPORATED$11,9880.00%21CommonNONE
92826C839VVISA INC$11,9240.00%34CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$11,2100.00%13CommonNONE
G8901A129TACHUTITAN ACQUISITION CORP$10,2410.00%980CommonNONE
G82745129SOUL/USOULPOWER ACQUISITION CORP$10,1140.00%980CommonNONE
G29183103ETNEATON CORP PLC$9,8740.00%31CommonNONE
931142103WMTWALMART INC$9,6930.00%87CommonNONE
G21301109CCIXCHURCHILL CAPITAL CORP IX$9,6100.00%904CommonNONE
296424104ESHAESH ACQUISITION CORP$9,0150.00%470CommonNONE
68389X105ORCLORACLE CORP$8,5760.00%44CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$7,9290.00%14CommonNONE
191216100KOCOCA COLA CO$7,0610.00%101CommonNONE
G5S86M100LPAALAUNCH ONE ACQUISITION CORP$7,0530.00%666CommonNONE
74841A105QETAQUETTA ACQUISITION CORP$6,4700.00%570CommonNONE
G6004G100MACIMELAR ACQUISITION CORP. I$5,8470.00%550CommonNONE
69318V103PBBKPB BANKSHARES INC$5,4140.00%256CommonNONE
G7117W123PACHUPIONEER ACQUISITION I CORP$5,1100.00%500CommonNONE
G6476A128NPACUNEW PROVIDENCE ACQUISITION C$5,0640.00%486CommonNONE
35088F107FORLFOUR LEAF ACQUISITION CORP$5,0170.00%427CommonNONE
G32901111FACTUFACT II ACQUISITION CORP$5,0030.00%476CommonNONE
G1993W109CAPNCAYSON ACQUISITION CORP$5,0010.00%470CommonNONE
G6439S109NTWONEWBURY STR II ACQUISITION C$4,9650.00%476CommonNONE
G7134A104PLMKPLUM ACQUISITION CORP IV$4,9580.00%474CommonNONE
G7633M120DRDBUROMAN DBDR ACQUISITION CORP$4,8530.00%454CommonNONE
462837105UCFICN HEALTHY FOOD TECH GROUP C$4,7610.00%864CommonSOLE
G37068106FVNFUTURE VISION II ACQUISITION$4,7570.00%450CommonNONE
369550108GDGENERAL DYNAMICS CORP$4,7130.00%14CommonNONE
G3R25N124LATAUGALATA ACQUISITION CORP II$4,3720.00%435CommonNONE
98978V103ZTSZOETIS INC$4,2780.00%34CommonNONE
G54950103LINLINDE PLC$4,2640.00%10CommonNONE
278865100ECLECOLAB INC$4,2000.00%16CommonNONE
G93A7H104VACHVOYAGER ACQUISITION CORP$4,1400.00%388CommonNONE
12572Q105CMECME GROUP INC$4,0960.00%15CommonNONE
615369105MCOMOODYS CORP$4,0870.00%8CommonNONE
G3106N125FTWEQV VENTURES ACQUISITION COR$4,0830.00%390CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$3,6800.00%48CommonNONE
001055102AFLAFLAC INC$3,6390.00%33CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$3,2400.00%38CommonNONE
64361Q101VNOMVIPER ENERGY INC$3,0900.00%80CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$2,8470.00%11CommonNONE
G1148A119BKHARBLACK HAWK ACQUISITION CORP$1,9640.00%1,511CommonSOLE
G28524133DYCQRDT CLOUD ACQUISITION CORP$1,7770.00%7,728CommonSOLE
G21301117CCIXWCHURCHILL CAPITAL CORP IX$1,7480.00%1,976CommonSOLE
G4036C122GRAF/WSGRAF GLOBAL CORP$1,7080.00%3,778CommonSOLE
G3530C117FSHPRFLAG SHIP ACQUISITION CORP$1,6480.00%7,520CommonSOLE
320517105FHNFIRST HORIZON CORPORATION$1,6250.00%68CommonNONE
729640102PLYMPLYMOUTH INDL REIT INC$1,5970.00%73CommonNONE
G4035N129GPATWGP-ACT III ACQUISITION CORP$1,0510.00%3,900CommonSOLE
G5S86M126LPAAWLAUNCH ONE ACQUISITION CORP$9650.00%3,858CommonSOLE
G8431T119SIMAWSIM ACQUISITION CORP. I$8150.00%3,783CommonSOLE
G20315118ALFUWCENTURION ACQUISITION CORP$6640.00%2,075CommonSOLE
G5501C117CUBWWLIONHEART HOLDINGS$6390.00%3,760CommonSOLE
G6004G118MACIWMELAR ACQUISITION CORP. I$5270.00%3,760CommonSOLE
462837113UCFIWCN HEALTHY FOOD TECH GROUP C$3890.00%4,320CommonSOLE
29415V117COCHWENVOY MEDICAL INC$1790.00%4,599CommonSOLE
296424112ESHARESH ACQUISITION CORP$1180.00%470CommonNONE
74841A113QETARQUETTA ACQUISITION CORP$1160.00%57CommonNONE
G1993W117CAPNRCAYSON ACQUISITION CORP$1070.00%470CommonNONE
G7134A120PLMKWPLUM ACQUISITION CORP IV$640.00%237CommonNONE
G6439S117NTWOWNEWBURY STR II ACQUISITION C$600.00%238CommonNONE
G37068114FVNNRFUTURE VISION II ACQUISITION$590.00%450CommonNONE
87169M113OPTXWSYNTEC OPTICS HLDGS INC$510.00%213CommonNONE
G0232F133ALCWFALCHEMY INVTS ACQUISITN CORP$490.00%232CommonNONE
84757T113MDAIWSPECTRAL AI INC$450.00%100CommonNONE
G93A7H112VACHWVOYAGER ACQUISITION CORP$400.00%194CommonNONE
G52443127KVACWKEEN VISION ACQUISITION CORP$230.00%442CommonNONE
35088F115FORLWFOUR LEAF ACQUISITION CORP$170.00%427CommonNONE
G63638111NAMMWNAMIB MINERALS$100.00%146CommonSOLE
104932116BNAIWBRAND ENGAGEMENT NETWORK INC$60.00%145CommonNONE
02008G110ALURWALLURION TECHNOLOGIES INC$10.00%77CommonNONE
G6363K114NABORS ENERGY TRANSITION COR$0191CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.