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LONGFELLOW INVESTMENT MANAGEMENT CO LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
LONGFELLOW INVESTMENT MANAGEMENT CO LLC
报告期 2026-03-31 · CIK 0001167487
持仓数
243
前50大市值合计
$407.7M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 21
增持 64
减持 36
清仓 29
方向
标的
Δ市值
现股数(环比)
减持
—
UNITED STS NAT GAS FD LP
-$21.3M
748,649
-81%
减持
—
MAGELLAN MIDSTREAM PRTNRS LP
-$11.6M
479,620
-37%
建仓
SWX
SOUTHWEST GAS HLDGS INC
+$10.9M
171,000
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
CTRA
COTERRA ENERGY INC
+$9.9M
391,083
增持
HESM
HESS MIDSTREAM LP
+$6.6M
430,289
+89%
建仓
CQP
CHENIERE ENERGY PARTNERS LP
+$6.5M
140,916
清仓
—
BARRICK GOLD CORP
-$5.3M
0
-100%
减持
NEM
NEWMONT CORP
-$3.5M
120,843
-31%
增持
IP
INTERNATIONAL PAPER CO
+$2.9M
104,637
+705%
增持
PFE
PFIZER INC
+$2.7M
109,882
+247%
清仓
—
ANZU SPECIAL ACQUISITIN CORP
-$2.3M
0
-100%
增持
DIS
DISNEY WALT CO
+$2.2M
25,080
+31250%
清仓
PAAS
PAN AMERN SILVER CORP
-$2.2M
0
-100%
清仓
BTG
B2GOLD CORP
-$2.2M
0
-100%
清仓
—
YAMANA GOLD INC
-$2.2M
0
-100%
增持
WES
WESTERN MIDSTREAM PARTNERS L
+$2.1M
514,687
+17%
增持
—
CRESTWOOD EQUITY PARTNERS LP
+$2.0M
511,977
+10%
建仓
—
ANZU SPECIAL ACQUISITIN CORP
+$1.9M
188,343
建仓
HDB
HDFC BANK LTD
+$1.6M
23,120
增持
LNC
LINCOLN NATL CORP IND
+$1.5M
84,920
+176%
清仓
—
TAILWIND INTERNATNAL ACQ COR
-$1.4M
0
-100%
清仓
—
RMG ACQUISITION CORP III
-$1.3M
0
-100%
建仓
—
BLACK SPADE ACQUISITION CO
+$1.3M
125,000
清仓
—
BLACK SPADE ACQUISITION CO
-$1.3M
0
-100%
清仓
—
PONTEM CORPORATION
-$1.3M
0
-100%
清仓
ASX
ASE TECHNOLOGY HLDG CO LTD
-$1.2M
0
-100%
清仓
—
B RILEY PRIN 250 MERGER CORP
-$1.2M
0
-100%
清仓
CHT
CHUNGHWA TELECOM CO LTD
-$863.7K
0
-100%
建仓
WFC
WELLS FARGO CO NEW
+$819.8K
19,209
建仓
NSC
NORFOLK SOUTHN CORP
+$814.7K
3,593
建仓
RDY
DR REDDYS LABS LTD
+$708.0K
11,219
建仓
WIT
WIPRO LTD
+$607.4K
128,695
减持
—
BLUESCAPE OPPORTUNITIES ACQU
-$605.9K
11,883
-84%
增持
ITUB
ITAU UNIBANCO HLDG S A
+$575.5K
239,175
+39%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$523.3K
2,681
+33413%
增持
GD
GENERAL DYNAMICS CORP
+$517.7K
2,417
+24070%
建仓
BBD
BANCO BRADESCO S A
+$470.7K
136,049
减持
—
BLUE WHALE ACQUISITION CORP
-$446.4K
472
-99%
减持
—
FUSION ACQUISITION CORP II
-$428.7K
81,559
-35%
减持
—
LANDCADIA HOLDINGS IV INC
-$402.2K
125,977
-24%
增持
EMR
EMERSON ELEC CO
+$396.3K
4,401
+25788%
减持
PG
PROCTER AND GAMBLE CO
-$386.4K
8,046
-26%
减持
—
THUNDER BRIDGE CAP PRTNRS II
-$369.8K
175,945
-19%
清仓
TAP
MOLSON COORS BEVERAGE CO
-$345.1K
0
-100%
减持
—
JAWS MUSTANG ACQUISITION COR
-$342.4K
7,089
-83%
减持
CMCSA
COMCAST CORP NEW
-$337.9K
22,207
-33%
增持
PAYX
PAYCHEX INC
+$336.7K
3,028
+16722%
增持
HD
HOME DEPOT INC
+$335.5K
5,816
+17%
减持
PLD
PROLOGIS INC.
-$333.0K
3,102
-46%
增持
VZ
VERIZON COMMUNICATIONS INC
+$331.1K
131,695
+12%
减持
KMB
KIMBERLY-CLARK CORP
-$326.5K
2,005
-55%
减持
—
FOREST ROAD ACQUISITION COR
-$323.8K
465
-99%
清仓
AVB
AVALONBAY CMNTYS INC
-$315.8K
0
-100%
清仓
—
PROSPECTOR CAPITAL CORP
-$315.3K
0
-100%
减持
—
OSIRIS ACQUISITION CORP
-$315.2K
460
-99%
清仓
—
TRAILBLAZER MERGER CORP I
-$302.7K
0
-100%
减持
—
NORTHERN STAR INVSTMNT CORP
-$295.9K
435
-99%
减持
PEP
PEPSICO INC
-$293.3K
4,575
-27%
减持
—
FOUR LEAF ACQUISITION CORP
-$292.8K
427
-99%
减持
—
CHURCHILL CAPITAL CORP VII
-$288.4K
84,618
-26%
增持
QCOM
QUALCOMM INC
+$282.6K
8,764
+47%
减持
—
CHURCHILL CAPITAL CORP VI
-$281.6K
74,338
-28%
减持
—
CONSTELLATION ACQUISITN CORP
-$271.8K
116,971
-20%
增持
T
AT&T INC
-$258.1K
102,548
+4%
减持
TGT
TARGET CORP
-$251.6K
2,248
-32%
减持
—
ARROWROOT ACQUISITION CORP
-$251.2K
81,027
-24%
减持
KO
COCA COLA CO
-$244.1K
13,932
-20%
增持
BAC
BANK AMERICA CORP
+$242.4K
49,992
+20%
增持
STT
STATE STR CORP
+$235.8K
9,661
+55%
增持
JNJ
JOHNSON & JOHNSON
+$227.9K
13,519
+4%
清仓
—
PIVOTAL INVESTMENT CORP III
-$219.6K
0
-100%
减持
AVGO
BROADCOM INC
+$196.3K
1,491
-13%
减持
—
CHURCHILL CAPITAL CORP V
-$195.5K
67,886
-23%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$185.5K
858
+6029%
减持
KHC
KRAFT HEINZ CO
-$183.9K
11,412
-25%
增持
INFY
INFOSYS LTD
+$176.3K
203,959
+15%
增持
ABBV
ABBVIE INC
-$173.2K
9,540
+4%
增持
PNC
PNC FINL SVCS GROUP INC
+$162.1K
19,833
+8%
建仓
—
JUNIPER NETWORKS INC
+$155.1K
4,949
减持
—
KELLOGG CO
-$154.7K
3,233
-42%
清仓
—
ROSECLIFF ACQUISITION CORP I
-$144.1K
0
-100%
减持
CL
COLGATE PALMOLIVE CO
-$139.7K
5,347
-27%
增持
BNY
BANK NEW YORK MELLON CORP
+$131.6K
13,978
+29%
增持
WMB
WILLIAMS COS INC
+$128.7K
32,290
+4%
增持
—
PARAMOUNT GLOBAL
-$118.9K
21,655
+4%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$117.6K
14,606
+4%
增持
CSCO
CISCO SYS INC
+$115.3K
21,896
+12%
清仓
—
SENIOR CONNECT ACQUISITN COR
-$112.5K
0
-100%
增持
MMM
3M CO
+$98.2K
7,672
+20%
减持
JPM
JPMORGAN CHASE & CO
-$97.2K
13,403
-15%
增持
BAX
BAXTER INTL INC
+$95.1K
14,303
+4%
增持
WHR
WHIRLPOOL CORP
+$87.2K
3,941
+4%
减持
—
CONCORD ACQUISITION CORP II
-$84.9K
46,362
-16%
增持
DLR
DIGITAL RLTY TR INC
+$84.0K
4,296
+4%
增持
PRU
PRUDENTIAL FINL INC
+$83.1K
9,400
+4%
增持
VLO
VALERO ENERGY CORP
-$81.2K
4,880
+4%
增持
AAP
ADVANCE AUTO PARTS INC
-$79.3K
1,710
+4%
增持
FITB
FIFTH THIRD BANCORP
+$77.6K
48,981
+8%
增持
MO
ALTRIA GROUP INC
+$76.2K
30,573
+4%
增持
MPC
MARATHON PETE CORP
-$75.4K
5,919
+4%
减持
MRK
MERCK & CO INC
-$73.6K
8,606
-14%
增持
TFC
TRUIST FINL CORP
-$73.3K
50,811
+7%
清仓
—
TRAVELCENTERS OF AMERICA INC
-$70.8K
0
-100%
建仓
—
GASLOG PARTNERS LP
+$70.1K
8,128
减持
—
MEDTRONIC PLC
+$69.4K
23,839
-5%
清仓
—
DCP MIDSTREAM LP
-$69.2K
0
-100%
建仓
—
SYNEOS HEALTH INC
+$68.9K
1,636
建仓
—
NATIONAL INSTRS CORP
+$66.5K
1,159
清仓
—
JUPITER ACQUISITION CORP
-$65.7K
0
-100%
增持
—
WALGREENS BOOTS ALLIANCE INC
-$63.4K
13,543
+4%
建仓
—
JUPITER ACQUISITION CORP
+$60.0K
5,850
减持
INTC
INTEL CORP
+$58.9K
81,796
-0%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$56.5K
22,235
+4%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$56.1K
14,000
+4%
增持
UNP
UNION PAC CORP
+$55.9K
4,783
+4%
增持
PM
PHILIP MORRIS INTL INC
+$54.8K
12,701
+4%
增持
IFF
INTERNATIONAL FLAVORS&FRAGRA
-$54.7K
6,331
+4%
建仓
—
ARCONIC CORPORATION
+$52.2K
1,766
增持
C
CITIGROUP INC
+$49.7K
46,938
+4%
增持
—
BLUERIVER ACQUISITION CORP
+$48.1K
100,100
+0%
减持
—
HENNESSY CAPITAL INVST CORP
-$47.5K
3,327
-59%
增持
AMGN
AMGEN INC
-$46.4K
4,670
+4%
增持
—
EXXON MOBIL CORP
+$45.3K
22,074
+4%
增持
EQR
EQUITY RESIDENTIAL
+$42.6K
5,066
+4%
减持
—
ATLANTIC COASTAL ACQUISTN CO
-$40.5K
270
-94%
清仓
—
GORES HOLDINGS IX INC
-$38.9K
0
-100%
增持
CCI
CROWN CASTLE INC
-$37.6K
2,604
+4%
清仓
—
AGROFRESH SOLUTIONS INC
-$36.9K
0
-100%
清仓
—
TREAN INS GROUP INC
-$35.2K
0
-100%
建仓
—
U S XPRESS ENTERPRISES INC
+$35.2K
5,729
清仓
—
MOMENTIVE GLOBAL INC
-$34.7K
0
-100%
建仓
—
WIRELESS TELECOM GROUP INC
+$34.6K
16,480
建仓
—
QUOTIENT TECHNOLOGY INC
+$33.7K
8,780
建仓
—
DICE THERAPEUTICS INC
+$33.5K
720
增持
GILD
GILEAD SCIENCES INC
-$33.2K
13,149
+4%
增持
UPS
UNITED PARCEL SERVICE INC
-$32.6K
4,737
+4%
增持
CFG
CITIZENS FINL GROUP INC
-$32.1K
44,659
+13%
增持
CMI
CUMMINS INC
+$29.5K
1,843
+4%
增持
SPG
SIMON PPTY GROUP INC NEW
+$28.6K
3,548
+4%
增持
UDR
UDR INC
+$28.3K
7,937
+4%
增持
USB
US BANCORP DEL
-$28.3K
59,260
+8%
增持
BBY
BEST BUY INC
+$26.2K
3,819
+4%
增持
KMI
KINDER MORGAN INC DEL
+$21.7K
51,303
+4%
增持
PSX
PHILLIPS 66
-$20.0K
10,644
+4%
增持
GLW
CORNING INC
+$19.4K
16,240
+4%
增持
D
DOMINION ENERGY INC
-$18.9K
10,226
+4%
清仓
—
MAXAR TECHNOLOGIES INC
-$17.6K
0
-100%
清仓
—
SUMO LOGIC INC
-$17.5K
0
-100%
增持
VFC
V F CORP
-$16.9K
5,858
+4%
清仓
—
MARBLEGATE ACQUISITION CORP
-$16.2K
0
-100%
