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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 23
增持 30
减持 54
清仓 43
方向
标的
Δ市值
现股数(环比)
清仓
—
MAGELLAN MIDSTREAM PRTNRS LP
-$29.9M
0
-100%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$10.8M
2,291,806
-18%
减持
MPLX
MPLX LP
-$5.8M
1,093,138
-17%
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。
清仓
—
UNITED STS NAT GAS FD LP
-$5.6M
0
-100%
建仓
UGI
UGI CORP NEW
+$5.3M
230,000
增持
NEM
NEWMONT CORP
+$3.8M
243,390
+101%
减持
PAA
PLAINS ALL AMERN PIPELINE L
-$3.2M
1,885,265
-17%
建仓
ENB
ENBRIDGE INC
+$3.0M
90,000
减持
ET
ENERGY TRANSFER L P
+$2.3M
3,259,490
-5%
减持
HESM
HESS MIDSTREAM LP
-$1.9M
386,864
-10%
清仓
—
ANZU SPECIAL ACQUISITIN CORP
-$1.9M
0
-100%
减持
—
THUNDER BRIDGE CAP PRTNRS II
-$1.8M
945
-99%
清仓
AVGO
BROADCOM INC
-$1.3M
0
-100%
清仓
—
BLACK SPADE ACQUISITION CO
-$1.3M
0
-100%
减持
—
LANDCADIA HOLDINGS IV INC
-$1.3M
977
-99%
减持
—
CONSTELLATION ACQUISITN CORP
-$1.2M
5,842
-95%
清仓
—
BLUERIVER ACQUISITION CORP
-$1.1M
0
-100%
减持
CMCSA
COMCAST CORP NEW
-$918.9K
85
-100%
清仓
—
ARROWROOT ACQUISITION CORP
-$845.1K
0
-100%
清仓
WFC
WELLS FARGO CO NEW
-$819.8K
0
-100%
减持
—
FUSION ACQUISITION CORP II
-$798.6K
4,413
-95%
减持
—
CHURCHILL CAPITAL CORP VII
-$778.3K
9,209
-89%
增持
IP
INTERNATIONAL PAPER CO
+$749.3K
114,966
+10%
减持
WMB
WILLIAMS COS INC
-$695.5K
10,629
-67%
清仓
MPC
MARATHON PETE CORP
-$690.2K
0
-100%
建仓
NEE
NEXTERA ENERGY INC
+$681.1K
11,888
减持
—
CHURCHILL CAPITAL CORP VI
-$667.5K
9,669
-87%
建仓
SO
SOUTHERN CO
+$662.3K
10,234
建仓
DUK
DUKE ENERGY CORP NEW
+$640.8K
7,260
增持
WES
WESTERN MIDSTREAM PARTNERS L
+$638.2K
524,705
+2%
减持
CQP
CHENIERE ENERGY PARTNERS LP
+$637.8K
131,752
-7%
减持
—
CHURCHILL CAPITAL CORP V
-$632.4K
5,574
-92%
清仓
VLO
VALERO ENERGY CORP
-$572.4K
0
-100%
建仓
AEP
AMERICAN ELEC PWR CO INC
+$558.6K
7,426
建仓
ETR
ENTERGY CORP NEW
+$532.3K
5,755
增持
PFE
PFIZER INC
+$528.4K
137,441
+25%
建仓
FE
FIRSTENERGY CORP
+$519.5K
15,199
减持
—
CONCORD ACQUISITION CORP II
-$453.5K
2,334
-95%
减持
—
MEDTRONIC PLC
-$434.8K
21,253
-11%
增持
CVX
CHEVRON CORP NEW
+$428.6K
14,447
+13%
减持
EMR
EMERSON ELEC CO
-$395.3K
26
-99%
减持
HD
HOME DEPOT INC
-$390.2K
4,688
-19%
减持
—
CRESTWOOD EQUITY PARTNERS LP
+$385.2K
476,660
-7%
建仓
F
FORD MTR CO DEL
+$381.4K
30,709
减持
LNC
LINCOLN NATL CORP IND
-$367.4K
73,720
-13%
建仓
XEL
XCEL ENERGY INC
+$366.2K
6,399
减持
BAX
BAXTER INTL INC
-$361.9K
7,678
-46%
清仓
—
PARAMOUNT GLOBAL
-$344.5K
0
-100%
增持
VALE
VALE S A
+$335.8K
186,778
+16%
增持
WIT
WIPRO LTD
+$327.0K
193,076
+50%
增持
T
AT&T INC
+$301.0K
128,939
+26%
清仓
KEY
KEYCORP
-$279.0K
0
-100%
增持
PEP
PEPSICO INC
+$267.2K
6,578
+44%
减持
CSCO
CISCO SYS INC
-$257.9K
16,276
-26%
建仓
CPB
CAMPBELL SOUP CO
+$246.9K
6,011
建仓
GIS
GENERAL MLS INC
+$244.3K
3,817
建仓
SYY
SYSCO CORP
+$243.9K
3,693
建仓
OGE
OGE ENERGY CORP
+$242.9K
7,288
建仓
WTRG
ESSENTIAL UTILS INC
+$239.9K
6,987
建仓
CAG
CONAGRA BRANDS INC
+$234.9K
8,567
减持
ABBV
ABBVIE INC
-$229.1K
7,086
-26%
减持
JNJ
JOHNSON & JOHNSON
-$226.5K
12,913
-4%
增持
MRK
MERCK & CO INC
+$223.5K
11,817
+37%
建仓
SJM
SMUCKER J M CO
+$221.5K
1,802
减持
WHR
WHIRLPOOL CORP
-$212.8K
2,794
-29%
增持
HDB
HDFC BANK LTD
+$209.3K
30,856
+33%
增持
STT
STATE STR CORP
+$202.4K
13,581
+41%
减持
JPM
JPMORGAN CHASE & CO
-$200.4K
12,060
-10%
减持
CMI
CUMMINS INC
-$187.7K
1,156
-37%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$185.2K
14
-98%
减持
KMI
KINDER MORGAN INC DEL
-$169.4K
43,065
-16%
清仓
CMA
COMERICA INC
-$167.7K
0
-100%
减持
AMGN
AMGEN INC
-$159.3K
3,265
-30%
增持
TXN
TEXAS INSTRS INC
-$159.1K
7,624
+0%
增持
KHC
KRAFT HEINZ CO
+$150.4K
16,514
+45%
减持
SPG
SIMON PPTY GROUP INC NEW
-$146.0K
2,441
-31%
增持
RTX
RTX CORPORATION
-$143.3K
17,064
+22%
减持
INFY
INFOSYS LTD
-$142.3K
183,243
-10%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$135.2K
12,967
-11%
清仓
AAP
ADVANCE AUTO PARTS INC
-$120.2K
0
-100%
增持
CL
COLGATE PALMOLIVE CO
+$119.0K
7,466
+40%
增持
GLW
CORNING INC
+$115.0K
22,450
+38%
增持
TGT
TARGET CORP
+$105.0K
3,631
+62%
清仓
—
CONYERS PARK III ACQSITN COR
-$104.6K
0
-100%
减持
DLR
DIGITAL RLTY TR INC
-$104.1K
3,182
-26%
清仓
KSS
KOHLS CORP
-$95.7K
0
-100%
增持
LEG
LEGGETT & PLATT INC
+$89.8K
7,612
+118%
增持
CCI
CROWN CASTLE INC
+$86.3K
4,162
+60%
清仓
—
FTAC EMERALD ACQUISITION COR
-$82.2K
0
-100%
增持
KO
COCA COLA CO
+$80.2K
16,419
+18%
清仓
—
AFRICAN GOLD ACQUISITION COR
-$72.5K
0
-100%
减持
BAC
BANK AMERICA CORP
-$70.7K
49,803
-0%
清仓
—
GASLOG PARTNERS LP
-$70.1K
0
-100%
清仓
—
FOCUS FINL PARTNERS INC
-$69.7K
0
-100%
清仓
—
HEALTHWELL ACQUISITION CORP
-$69.0K
0
-100%
清仓
—
SYNEOS HEALTH INC
-$68.9K
0
-100%
清仓
—
AXONPRIME INFRSTCTR AQSTN CO
-$68.5K
0
-100%
增持
LHX
L3HARRIS TECHNOLOGIES INC
-$57.5K
2,684
+0%
减持
—
JUPITER ACQUISITION CORP
-$54.7K
516
-91%
清仓
—
ARCONIC CORPORATION
-$52.2K
0
-100%
减持
PSX
PHILLIPS 66
-$51.5K
8,021
-25%
增持
PG
PROCTER AND GAMBLE CO
-$46.6K
8,051
+0%
增持
VZ
VERIZON COMMUNICATIONS INC
-$37.6K
149,959
+14%
清仓
—
U S XPRESS ENTERPRISES INC
-$35.2K
0
-100%
清仓
—
RADIUS GLOBAL INFRASTRCTRE I
-$35.1K
0
-100%
清仓
—
WIRELESS TELECOM GROUP INC
-$34.6K
0
-100%
清仓
—
QUOTIENT TECHNOLOGY INC
-$33.7K
0
-100%
清仓
—
DICE THERAPEUTICS INC
-$33.5K
0
-100%
增持
—
KELLANOVA
+$33.4K
4,223
+31%
清仓
—
NUVASIVE INC
-$33.3K
0
-100%
清仓
—
MALVERN BANCORP INC
-$30.4K
0
-100%
减持
—
HENNESSY CAPITAL INVST CORP
-$29.8K
440
-87%
清仓
—
SUSTAINABLE DEVELP ACQU I CO
-$29.4K
0
-100%
清仓
—
SALISBURY BANCORP INC
-$27.3K
0
-100%
清仓
—
LUTHER BURBANK CORP
-$25.3K
0
-100%
减持
—
IROBOT CORP
-$23.2K
455
-49%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$21.5K
24,869
+12%
清仓
—
COMPUTE HEALTH ACQUISITIN CO
-$20.2K
0
-100%
清仓
—
BLACK SPADE ACQUISITION CO
-$9.8K
0
-100%
清仓
—
ARROWROOT ACQUISITION CORP
-$9.7K
0
-100%
建仓
—
OCA ACQUISITION CORP
+$9.4K
879
减持
—
OPY ACQUISITION CORP I
-$5.7K
374
-60%
减持
NVDA
NVIDIA CORPORATION
-$4.9K
15
-44%
建仓
—
ACROPOLIS INFRASTRUCTURE ACQ
+$4.8K
465
清仓
—
BLUE WHALE ACQUISITION CORP
-$4.8K
0
-100%
清仓
—
PRIVETERRA ACQUISITION CORP
-$4.6K
0
-100%
清仓
—
DUNE ACQUISITION CORP
-$4.4K
0
-100%
减持
—
APOLLO STRATEGIC GRWT CPTL I
-$4.4K
1,500
-96%
清仓
—
AEQUI ACQUISITION CORP
-$4.3K
0
-100%
建仓
—
CROWN PROPTECH ACQUISITIONS
+$3.7K
355
减持
—
CHURCHILL CAPITAL CORP V
-$2.8K
1,213
-93%
减持
—
RMG ACQUISITION CORP III
-$2.7K
799
-97%
减持
—
ANZU SPECIAL ACQUISITIN CORP
-$2.7K
4,599
-93%
减持
—
CONSTELLATION ACQUISITN CORP
-$2.3K
1,947
-95%
建仓
HSY
HERSHEY CO
+$2.2K
11
减持
AMZN
AMAZON COM INC
-$2.1K
96
-13%
减持
—
NEWBURY STREET ACQUISITN COR
-$1.8K
3,250
-73%
减持
ADBE
ADOBE INC
-$1.8K
9
-31%
清仓
—
ALTIMAR ACQUISITION CORP III
-$1.7K
0
-100%
清仓
EL
LAUDER ESTEE COS INC
-$1.4K
0
-100%
减持
—
CF ACQUISITION CORP IV
-$1.3K
3,189
-86%
减持
GOOG
ALPHABET INC
-$1.2K
110
-15%
增持
GPC
GENUINE PARTS CO
+$981
15
+114%
减持
—
ROSS ACQUISITION CORP II
-$898
173
-97%
增持
ELV
ELEVANCE HEALTH INC
+$827
7
+40%
建仓
—
NORTHERN STAR INVEST CORP IV
+$524
100
增持
—
BLUESCAPE OPPORTUNITIES ACQU
+$377
11,885
+0%
建仓
—
AEON BIOPHARMA INC
+$234
1,559
增持
CPRT
COPART INC
-$80
32
+100%
减持
—
JUPITER ACQUISITION CORP
-$44
257
-91%
