MondegarAI
LONGFELLOW INVESTMENT MANAGEMENT CO LLC

Q1 2026 · 13F-HR

LONGFELLOW INVESTMENT MANAGEMENT CO LLCholdings as filed

Filed 2026-05-12 · accession 0001167487-26-000005

$479.8M
Reported value
243
Positions
2026-03-31
Period end
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The Brief · LONGFELLOW INVESTMENT MANAGEMENT CO LLC · Q1 2026

AI · grounded in 13F

Longfellow Investment Management Co LLC closed its position in CNQ, reducing exposure by $15.7M. The fund established a new position in INDA valued at $7.1M and exited its holding in NVO for $2.5M. Other notable activity includes accumulating shares in BX and KHC, while trimming positions in EPD and ET.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
29273V100ETENERGY TRANSFER L P$42.2M8.80%2,188,737CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$39.0M8.13%1,031,154CommonSOLE
958669103WESWESTERN MIDSTREAM PARTNERS L$37.7M7.85%914,525CommonSOLE
55336V100MPLXMPLX LP$33.1M6.89%579,453CommonSOLE
726503105PAAPLAINS ALL AMERN PIPELINE L$27.5M5.73%1,230,349CommonSOLE
428103105HESMHESS MIDSTREAM LP$22.2M4.62%570,158CommonSOLE
20030N101CMCSACOMCAST CORP NEW$15.8M3.30%551,900CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$15.7M3.27%312,614CommonSOLE
09260D107BXBLACKSTONE INC$12.7M2.64%110,072CommonSOLE
009158106APDAIR PRODUCTS AND CHEMICALS I$10.3M2.15%35,430CommonSOLE
16411Q101CQPCHENIERE ENERGY PARTNERS L P$8.5M1.77%131,752CommonSOLE
717081103PFEPFIZER INC$8.5M1.76%301,435CommonSOLE
500754106KHCKRAFT HEINZ CO$8.4M1.75%372,872CommonSOLE
46429B598INDAISHARES TR$7.1M1.48%151,619CommonSOLE
09257W100BXMTBLACKSTONE MORTGAGE TRUST IN$6.1M1.28%320,000CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$6.1M1.27%100,282CommonSOLE
27616P301DEAEASTERLY GOVT PPTYS INC$6.0M1.26%281,503CommonSOLE
254687106DISDISNEY WALT CO$6.0M1.25%62,129CommonSOLE
747525103QCOMQUALCOMM INC$6.0M1.24%46,299CommonSOLE
911312106UPSUNITED PARCEL SVCS INC$5.7M1.20%58,361CommonSOLE
097023105BABOEING CO$4.6M0.95%22,861CommonSOLE
594918104MSFTMICROSOFT CORP$4.4M0.92%11,944CommonSOLE
91879Q109MTNVAIL RESORTS INC$4.1M0.86%32,000CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$3.6M0.75%13,330CommonSOLE
693506107PPGPPG INDS INC$3.6M0.75%33,773CommonSOLE
962166104WYWEYERHAEUSER CO$3.3M0.70%137,073CommonSOLE
02319V103ABEVAMBEV SA$3.3M0.70%1,142,729CommonSOLE
03027X100AMTAMERICAN TOWER CORP$3.2M0.67%18,763CommonSOLE
00724F101ADBEADOBE INC$3.1M0.64%12,662CommonSOLE
803054204SAPSAP SE$3.1M0.64%17,840CommonSOLE
45104G104IBNICICI BANK LIMITED$3.0M0.62%115,081CommonSOLE
78468R408SJNKSPDR SERIES TRUST$3.0M0.62%118,150CommonNONE
90400P101UGPULTRAPAR PARTICIPACOES SA$2.9M0.61%534,513CommonSOLE
N4732M103JBSJBS N.V.$2.9M0.60%161,118CommonSOLE
87936R205VIVTELEFONICA BRASIL SA$2.8M0.58%173,816CommonSOLE
40415F101HDBHDFC BANK LTD$2.7M0.57%110,328CommonSOLE
71654V408PBRPETROLEO BRASILEIRO S A$2.4M0.51%118,010CommonSOLE
03064D108COLDAMERICOLD REALTY TRUST INC$2.4M0.50%208,735CommonSOLE
437076102HDHOME DEPOT INC$2.3M0.48%7,027CommonSOLE
742718109PGPROCTER & GAMBLE CO$2.3M0.48%15,920CommonSOLE
09290D101BLKBLACKROCK INC$2.3M0.47%2,355CommonSOLE
002824100ABTABBOTT LABORATORIES$2.1M0.44%20,739CommonSOLE
81141R100SESEA LTD$2.1M0.44%25,243CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$2.0M0.42%8,264CommonSOLE
059460303BBDBANCO BRADESCO S A$2.0M0.41%543,378CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$2.0M0.41%26,216CommonSOLE
465562106ITUBITAU UNIBANCO HLDG S A$2.0M0.41%233,497CommonSOLE
949746101WMT2WELLS FARGO & CO$1.9M0.40%24,036CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$1.9M0.40%10,406CommonSOLE
91912E105VALEVALE S A$1.9M0.39%117,982CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$1.8M0.39%6,281CommonSOLE
68389X105ORCLORACLE CORP$1.8M0.38%12,402CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$1.8M0.37%6,614CommonSOLE
060505104BACBANK AMERICA CORP$1.8M0.37%36,347CommonSOLE
94106L109WMWASTE MGMT INC DEL$1.7M0.36%7,606CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$1.7M0.35%10,326CommonSOLE
882508104TXNTEXAS INSTRS INC$1.7M0.35%8,663CommonSOLE
456788108INFYINFOSYS LTD$1.7M0.35%122,834CommonSOLE
166764100CVXCHEVRON CORPORATION$1.6M0.34%7,916CommonSOLE
172967424CCITIGROUP INC$1.6M0.34%14,317CommonSOLE
00206R102TAT&T INC$1.6M0.32%53,619CommonSOLE
17275R102CSCOCISCO SYS INC$1.5M0.32%19,781CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$1.5M0.32%8,803CommonSOLE
907818108UNPUNION PAC CORP$1.4M0.29%5,830CommonSOLE
20825C104COPCONOCOPHILLIPS$1.4M0.29%10,491CommonSOLE
902973304USBUS BANCORP$1.4M0.29%26,294CommonSOLE
291011104EMREMERSON ELEC CO$1.4M0.28%10,393CommonSOLE
617446448MSMORGAN STANLEY$1.3M0.27%7,885CommonSOLE
744320102PRUPRUDENTIAL FINL INC$1.3M0.27%13,110CommonSOLE
25243Q205DEODIAGEO PLC$1.2M0.26%16,655CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$1.2M0.26%4,249CommonSOLE
256135203RDYDR REDDYS LABS LTD$1.1M0.24%81,832CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$1.1M0.24%12,044CommonSOLE
204409601CIGCIA ENERGETICA DE MINAS GERA$1.1M0.23%463,490CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$1.1M0.23%46,169CommonSOLE
26875P101EOGEOG RES INC$1.1M0.22%7,457CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$1.1M0.22%3,695CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$1.0M0.21%6,869CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$1.0M0.21%4,817CommonSOLE
857477103STTSTATE STR CORP$958,6920.20%7,575CommonSOLE
02209S103MOALTRIA GROUP INC$921,0880.19%13,958CommonSOLE
126650100CVSCVS HEALTH CORP$905,6500.19%12,610CommonSOLE
97651M109WITWIPRO LTD$897,6480.19%423,419CommonSOLE
303075105FDSFACTSET RESH SYS INC$867,9600.18%4,000CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$856,7440.18%11,115CommonSOLE
438516106HONHONEYWELL INTL INC$853,9410.18%3,778CommonSOLE
872590104TMUST-MOBILE US INC$839,4900.17%3,997CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$797,4120.17%7,309CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$785,9250.16%929CommonSOLE
478160104JNJJOHNSON & JOHNSON$770,4750.16%3,152CommonSOLE
G5960L103MDTMEDTRONIC PLC$760,0940.16%8,772CommonSOLE
58933Y105MRKMERCK & CO INC$752,6550.16%6,257CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$740,9130.15%1,086CommonSOLE
375558103GILDGILEAD SCIENCES INC$727,0930.15%5,217CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$716,1670.15%21,359CommonSOLE
713448108PEPPEPSICO INC$714,4890.15%4,601CommonSOLE
682680103OKEONEOK INC NEW$712,0020.15%7,877CommonSOLE
580135101MCDMCDONALDS CORP$705,1830.15%2,269CommonSOLE
75513E101RTXRTX CORPORATION$703,6990.15%3,648CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$688,2290.14%1,994CommonSOLE
231021106CMICUMMINS INC$668,7590.14%1,243CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$653,5370.14%24,821CommonSOLE
125523100CITHE CIGNA GROUP$652,7370.14%2,447CommonSOLE
00287Y109ABBVABBVIE INC$626,8060.13%2,882CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$610,0910.13%2,084CommonSOLE
718172109PMPHILIP MORRIS INTL INC$594,0670.12%3,593CommonSOLE
902653104UDRUDR INC$593,4810.12%17,569CommonSOLE
654106103NKENIKE INC$570,2450.12%10,796CommonSOLE
29476L107EQREQUITY RESIDENTIAL$556,5420.12%9,409CommonSOLE
311900104FASTFASTENAL CO$526,5470.11%11,348CommonSOLE
89832Q109TFCTRUIST FINL CORP$509,4860.11%11,083CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$508,2800.11%11,804CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$495,6780.10%2,125CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$493,9310.10%2,648CommonSOLE
115637209BF/BBROWN FORMAN CORP$492,3920.10%18,623CommonSOLE
020002101ALLALLSTATE CORP$490,1520.10%2,364CommonSOLE
98978V103ZTSZOETIS INC$461,8460.10%3,907CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$418,3480.09%2,059CommonSOLE
91529Y106UNMUNUM GROUP$407,2150.08%5,576CommonSOLE
189054109CLXCLOROX CO DEL$406,0220.08%3,918CommonSOLE
704326107PAYXPAYCHEX INC$395,0110.08%4,288CommonSOLE
526057104LENLENNAR CORP$346,0570.07%3,985CommonSOLE
74267C106PRAPROASSURANCE CORP$154,5740.03%6,253CommonSOLE
436440101HO1HOLOGIC INC$114,2920.02%1,512CommonSOLE
285512109EAELECTRONIC ARTS INC$108,8670.02%534CommonSOLE
10922N103BHFBRIGHTHOUSE FINL INC$94,3110.02%1,575CommonSOLE
G4035N103GPATGP-ACT III ACQUISITION CORP$84,5520.02%7,800CommonSOLE
G6301L125MLAAUMOUNTAIN LAKE ACQUISIT CORP$83,5510.02%8,414CommonSOLE
G0579E129ARTCUART TECHNOLOGY ACQUISITION C$82,4470.02%8,328CommonSOLE
G8431T101SIMASIM ACQUISITION CORP. I$81,1080.02%7,566CommonSOLE
G4036C106GRAFGRAF GLOBAL CORP$80,9250.02%7,556CommonSOLE
G1771C101ALISCALISA ACQUISITION CORP$78,4430.02%7,860CommonSOLE
46005L101IMXIINTERNATIONAL MONEY EXPRESS$76,9620.02%4,871CommonSOLE
574795100MASIMASIMO CORP$76,3060.02%429CommonSOLE
858927106STELSTELLAR BANCORP INC$76,1120.02%2,079CommonSOLE
81619Q105SEMSELECT MED HLDGS CORP$75,9110.02%4,660CommonSOLE
554489104VREVERIS RESIDENTIAL INC$75,7250.02%4,013CommonSOLE
679369108OLPXOLAPLEX HLDGS INC$75,6950.02%37,288CommonSOLE
87265H109T86TRI POINTE HOMES INC$75,2350.02%1,610CommonSOLE
632347100NATHNATHANS FAMOUS INC$75,1450.02%746CommonSOLE
00832E103AFBIAFFINITY BANCSHARES INC$74,9490.02%3,367CommonSOLE
03753U106APLSUSDAPELLIS PHARMACEUTICALS INC$74,8280.02%1,860CommonSOLE
87427V103TALKTALKSPACE INC$74,2610.02%14,350CommonSOLE
66611T108NFBKNORTHFIELD BANCORP INC DEL$74,0230.02%5,467CommonSOLE
18453H106CCOCLEAR CHANNEL OUTDOOR HLDGS$73,4840.02%31,006CommonSOLE
185123106CWANCLEARWATER ANALYTICS HLDGS I$73,4570.02%3,106CommonSOLE
70975L107PENPENUMBRA INC$73,2270.02%223CommonSOLE
904708104UNFUNIFIRST CORP MASS$65,4130.01%260CommonSOLE
G4474Y214JHGJANUS HENDERSON GROUP PLC$58,0990.01%1,131CommonSOLE
G20315100ALFCENTURION ACQUISITION CORP$44,6540.01%4,150CommonSOLE
G470AU126ILLUUILLUMINATION ACQUISITIO CORP$39,0150.01%3,933CommonSOLE
87971M103TUTELUS CORPORATION$29,6500.01%2,311CommonSOLE
67066G104NVDANVIDIA CORPORATION$29,6480.01%170CommonNONE
02079K107GOOGALPHABET INC$28,6860.01%100CommonNONE
023135106AMZNAMAZON COM INC$28,5330.01%137CommonNONE
30303M102METAMETA PLATFORMS INC$26,8900.01%47CommonNONE
037833100AAPLAPPLE INC$26,6480.01%105CommonNONE
11135F101AVGOBROADCOM INC$25,6890.01%83CommonNONE
404111106HBTHBT FINL INC.$17,2880.00%647CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$14,8550.00%31CommonNONE
532457108LLYELI LILLY & CO$13,7970.00%15CommonNONE
22160K105COSTCOSTCO WHOLESALE CORPORATION$12,9540.00%13CommonNONE
G29183103ETNEATON CORP PLC$11,0880.00%31CommonNONE
931142103WMTWALMART INC$10,8120.00%87CommonNONE
57636Q104MAMASTERCARD INCORPORATED$10,4930.00%21CommonNONE
G5451A103LEGTLEGATO MERGER CORP III$10,3530.00%942CommonNONE
30231G102XOMEXXON MOBIL CORP$10,3490.00%61CommonNONE
92826C839VVISA INC$10,2760.00%34CommonNONE
G8901A129TACHUTITAN ACQUISITION CORP$10,2020.00%980CommonNONE
G82745103SOULSOULPOWER ACQUISITION CORP$10,0450.00%980CommonNONE
G2616F101BCARD. BORAL ARC ACQ I CORP.$9,7760.00%966CommonNONE
G21301109CCIXCHURCHILL CAPITAL CORP IX$9,6550.00%904CommonNONE
64110L106NFLXNETFLIX INC.$8,7500.00%91CommonNONE
191216100KOCOCA COLA CO$7,6810.00%101CommonNONE
G5S86M100LPAALAUNCH ONE ACQUISITION CORP$7,1330.00%666CommonNONE
194162103CLCOLGATE PALMOLIVE CO$6,6480.00%78CommonNONE
74841A105QETAQUETTA ACQUISITION CORP$6,5550.00%570CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$6,4540.00%14CommonNONE
539830109LMTLOCKHEED MARTIN CORP$6,0440.00%10CommonNONE
G6004G100MACIMELAR ACQUISITION CORP. I$5,9240.00%550CommonNONE
G5501C109CUBLIONHEART HOLDINGS$5,9180.00%550CommonNONE
G7117W123PACHUPIONEER ACQUISITION I CORP$5,1500.00%500CommonNONE
G6476A128NPACUNEW PROVIDENCE ACQUISITION C$5,0450.00%486CommonNONE
G7134A104PLMKPLUM ACQUISITION CORP IV$5,0050.00%474CommonNONE
G6439S109NTWONEWBURY STR II ACQUISITION C$5,0030.00%476CommonNONE
G32901103FACTFACT II ACQUISITION CORP$4,9980.00%476CommonNONE
G54950103LINLINDE PLC$4,9580.00%10CommonNONE
G37068106FVNFUTURE VISION II ACQUISITION$4,8240.00%450CommonNONE
369550108GDGENERAL DYNAMICS CORP$4,8050.00%14CommonNONE
462837105UCFICN HEALTHY FOOD TECH GROUP C$4,7610.00%864CommonSOLE
G7633M104DRDBROMAN DBDR ACQUISITION CORP$4,7530.00%454CommonNONE
12572Q105CMECME GROUP INC$4,4300.00%15CommonNONE
452308109ITWILLINOIS TOOL WKS INC$4,4250.00%17CommonNONE
G3R25N108LATAGALATA ACQUISITION CORP II$4,3460.00%435CommonNONE
G1771C127ALISRCALISA ACQUISITION CORP$4,3230.00%7,860CommonSOLE
74102N101FTWPRESIDIO PRODTN CO$4,2980.00%390CommonNONE
278865100ECLECOLAB INC$4,2560.00%16CommonNONE
64361Q101VNOMVIPER ENERGY INC$3,7590.00%80CommonNONE
001055102AFLAFLAC INC$3,6200.00%33CommonNONE
615369105MCOMOODYS CORP$3,4900.00%8CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$3,4780.00%48CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$3,0430.00%38CommonNONE
G2616F119BCARWD. BORAL ARC ACQ I CORP.$2,4270.00%4,113CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$2,3820.00%11CommonNONE
G1148A119BKHARBLACK HAWK ACQUISITION CORP$2,0400.00%1,511CommonSOLE
30334J102FGMCFG MERGER II CORP$1,8180.00%180CommonNONE
320517105FHNFIRST HORIZON CORPORATION$1,5480.00%68CommonNONE
G5451A111LEGT/WSLEGATO MERGER CORP III$1,4860.00%2,971CommonSOLE
04965N104RNAATRIUM THERAPEUTICS INC$1,4310.00%107CommonSOLE
86765K109SUNSUNOCO LP/SUNOCO FIN CORP$1,4290.00%22CommonNONE
754907103RYNRAYONIER INC$1,4230.00%69CommonNONE
G8431T119SIMAWSIM ACQUISITION CORP. I$9460.00%3,783CommonSOLE
G21301117CCIXWCHURCHILL CAPITAL CORP IX$8890.00%1,976CommonSOLE
G3530C117FSHPRFLAG SHIP ACQUISITION CORP$6380.00%7,520CommonSOLE
G4035N129GPATWGP-ACT III ACQUISITION CORP$5470.00%3,900CommonSOLE
G5S86M126LPAAWLAUNCH ONE ACQUISITION CORP$5320.00%3,858CommonSOLE
G4036C122GRAF/WSGRAF GLOBAL CORP$4910.00%3,778CommonSOLE
G6004G118MACIWMELAR ACQUISITION CORP. I$4510.00%3,760CommonSOLE
G5501C117CUBWWLIONHEART HOLDINGS$4330.00%3,760CommonSOLE
462837113UCFIWCN HEALTHY FOOD TECH GROUP C$3890.00%4,320CommonSOLE
29415V117COCHWENVOY MEDICAL INC$3050.00%4,599CommonSOLE
G20315118ALFUWCENTURION ACQUISITION CORP$2560.00%2,075CommonSOLE
87169M113OPTXWSYNTEC OPTICS HLDGS INC$2300.00%213CommonNONE
G82745137SOUL-RSOULPOWER ACQUISITION CORP$1760.00%980CommonNONE
925283103VSNTVERSANT MEDIA GROUP INC$1630.00%4CommonNONE
G7134A120PLMKWPLUM ACQUISITION CORP IV$1190.00%237CommonNONE
74102N119FTW/WSPRESIDIO PRODTN CO$1050.00%130CommonNONE
G1993W117CAPNRCAYSON ACQUISITION CORP$1030.00%470CommonNONE
G32901129FACTWFACT II ACQUISITION CORP$950.00%238CommonNONE
74841A113QETARQUETTA ACQUISITION CORP$840.00%57CommonNONE
30334J128FGMCRFG MERGER II CORP$770.00%180CommonNONE
G37068114FVNNRFUTURE VISION II ACQUISITION$590.00%450CommonNONE
84757T113MDAIWSPECTRAL AI INC$560.00%100CommonNONE
296424112ESHARESH ACQUISITION CORP$560.00%470CommonNONE
G7633M112DRDBWROMAN DBDR ACQUISITION CORP$480.00%227CommonNONE
G3R25N116LATAWGALATA ACQUISITION CORP II$440.00%145CommonNONE
G6439S117NTWOWNEWBURY STR II ACQUISITION C$430.00%238CommonNONE
104932116BNAIWBRAND ENGAGEMENT NETWORK INC$380.00%145CommonNONE
G0232F133ALCWFALCHEMY INVTS ACQUISITN CORP$370.00%232CommonNONE
G93A7H112VACHWVOYAGER ACQUISITION CORP$290.00%194CommonNONE
G63638111NAMMWNAMIB MINERALS$200.00%146CommonSOLE
G52443127KVACWKEEN VISION ACQUISITION CORP$130.00%442CommonNONE
02008G110ALURWALLURION TECHNOLOGIES INC$20.00%77CommonNONE

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.