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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 36
增持 84
减持 16
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
NEM
NEWMONT CORP
-$1.3M
243,522
+0%
增持
VZ
VERIZON COMMUNICATIONS INC
+$858.3K
199,155
+0%
增持
CMCSA
COMCAST CORP NEW
+$582.4K
13,520
+15806%
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。
增持
IP
INTERNATIONAL PAPER CO
+$546.9K
188,263
+0%
增持
COP
CONOCOPHILLIPS
+$532.5K
9,634
+61%
增持
EOG
EOG RES INC
+$519.1K
9,334
+67%
增持
APD
AIR PRODS & CHEMS INC
+$481.1K
4,383
+107%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$469.4K
7,439
-36%
减持
QCOM
QUALCOMM INC
-$460.0K
4,770
-46%
清仓
CAT
CATERPILLAR INC
-$440.5K
0
-100%
增持
UPS
UNITED PARCEL SERVICE INC
+$429.4K
7,900
+67%
建仓
—
CNH INDL N V
+$416.3K
32,123
建仓
CTRA
COTERRA ENERGY INC
+$414.2K
14,856
清仓
BNY
BANK NEW YORK MELLON CORP
-$406.5K
0
-100%
减持
UNP
UNION PAC CORP
-$406.3K
2,359
-41%
建仓
BKR
BAKER HUGHES COMPANY
+$404.3K
12,069
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$403.8K
30,976
+25%
清仓
IFF
INTERNATIONAL FLAVORS&FRAGRA
-$401.0K
0
-100%
清仓
HBAN
HUNTINGTON BANCSHARES INC
-$395.7K
0
-100%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$369.0K
14
-99%
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$353.6K
0
-100%
减持
NSC
NORFOLK SOUTHN CORP
-$345.7K
1,976
-45%
建仓
FIS
FIDELITY NATL INFORMATION SV
+$287.7K
3,878
减持
MRK
MERCK & CO INC
-$269.0K
7,725
-35%
建仓
FMC
FMC CORP
+$263.8K
4,141
增持
CMI
CUMMINS INC
+$259.6K
1,821
+58%
建仓
AVT
AVNET INC
+$256.3K
5,169
减持
C
CITIGROUP INC
-$256.1K
26,873
-29%
建仓
EXC
EXELON CORP
+$256.0K
6,813
建仓
PFG
PRINCIPAL FINANCIAL GROUP IN
+$255.5K
2,960
减持
CL
COLGATE PALMOLIVE CO
-$252.5K
3,805
-49%
建仓
SWKS
SKYWORKS SOLUTIONS INC
+$245.6K
2,267
建仓
WEC
WEC ENERGY GROUP INC
+$245.0K
2,983
建仓
MSM
MSC INDL DIRECT INC
+$242.3K
2,497
减持
LNC
LINCOLN NATL CORP IND
-$242.3K
9,998
-52%
增持
RTX
RTX CORPORATION
+$240.9K
17,191
+1%
增持
SBUX
STARBUCKS CORP
+$229.0K
6,151
+77%
增持
BAC
BANK AMERICA CORP
+$225.9K
50,179
+1%
增持
JPM
JPMORGAN CHASE & CO
+$224.5K
7,377
+0%
建仓
SLB
SCHLUMBERGER LTD
+$220.2K
4,018
增持
MS
MORGAN STANLEY
+$217.7K
11,792
+23%
减持
PSX
PHILLIPS 66
-$217.7K
2,278
-49%
增持
SNA
SNAP ON INC
+$216.6K
734
+24367%
建仓
VIRT
VIRTU FINL INC
+$208.5K
10,162
增持
HON
HONEYWELL INTL INC
+$202.1K
3,920
+36%
减持
—
MEDTRONIC PLC
-$199.5K
15,414
-18%
清仓
LEG
LEGGETT & PLATT INC
-$199.2K
0
-100%
增持
HSY
HERSHEY CO
+$198.7K
1,032
+9282%
建仓
AWK
AMERICAN WTR WKS CO INC NEW
+$192.5K
1,575
增持
MDLZ
MONDELEZ INTL INC
+$191.9K
8,499
+53%
增持
MCD
MCDONALDS CORP
+$190.0K
2,166
+53%
减持
PNC
PNC FINL SVCS GROUP INC
-$189.4K
3,879
-26%
增持
HPE
HEWLETT PACKARD ENTERPRISE C
+$184.4K
25,660
+61%
清仓
CFG
CITIZENS FINL GROUP INC
-$182.7K
0
-100%
建仓
—
BUNGE GLOBAL SA
+$176.2K
1,719
增持
NEE
NEXTERA ENERGY INC
+$157.0K
16,949
+11%
清仓
—
JUNIPER NETWORKS INC
-$145.9K
0
-100%
增持
CVX
CHEVRON CORP NEW
+$141.1K
14,556
+1%
增持
WEN
WENDYS CO
+$139.9K
17,446
+80%
增持
PFE
PFIZER INC
-$137.9K
266,407
+2%
增持
PRU
PRUDENTIAL FINL INC
+$137.3K
9,473
+1%
减持
TGT
TARGET CORP
-$127.3K
2,798
-36%
增持
WFC
WELLS FARGO CO NEW
+$121.2K
13,334
+1%
增持
PG
PROCTER AND GAMBLE CO
+$112.4K
6,724
+1%
增持
MO
ALTRIA GROUP INC
+$110.6K
30,809
+1%
增持
ADM
ARCHER DANIELS MIDLAND CO
+$95.6K
5,545
+58%
增持
GILD
GILEAD SCIENCES INC
-$94.6K
13,251
+1%
减持
ABBV
ABBVIE INC
-$84.9K
5,564
-21%
增持
T
AT&T INC
+$82.2K
88,017
+1%
建仓
—
DT CLOUD ACQUISITION CORP
+$78.5K
7,728
建仓
—
JAWS MUSTANG ACQUISITION COR
+$77.8K
7,089
清仓
—
JAWS MUSTANG ACQUISITION COR
-$76.8K
0
-100%
建仓
—
BLACK HAWK ACQUISITION CORP
+$76.7K
7,555
建仓
—
AXONICS INC
+$74.1K
1,074
建仓
—
KAMAN CORP
+$73.9K
1,611
增持
KVUE
KENVUE INC
+$73.3K
17,944
+24%
建仓
—
MASONITE INTL CORP
+$73.0K
555
建仓
—
TARO PHARMACEUTICAL INDS LTD
+$72.9K
1,722
增持
EMR
EMERSON ELEC CO
+$70.6K
4,209
+1%
建仓
—
SUMMIT FINL GROUP INC
+$70.1K
2,580
建仓
—
DASEKE INC
+$69.8K
8,408
清仓
—
TEXTAINER GROUP HOLDINGS LTD
-$69.4K
0
-100%
清仓
—
IMMUNOGEN INC
-$67.2K
0
-100%
增持
TROW
PRICE T ROWE GROUP INC
+$65.6K
4,352
+1%
建仓
—
CALIFORNIA BANCORP INC
+$62.7K
2,849
增持
GLW
CORNING INC
+$62.0K
22,620
+1%
建仓
—
LEGATO MERGER CORP III
+$60.2K
5,942
建仓
—
CEREVEL THERAPEUTICS HLDNG I
+$56.5K
1,337
增持
—
JOHNSON CTLS INTL PLC
+$56.1K
6,951
+1%
增持
DOW
DOW INC
+$55.2K
15,729
+1%
增持
NTRS
NORTHERN TR CORP
+$53.9K
10,385
+1%
增持
XEL
XCEL ENERGY INC
-$49.6K
6,447
+1%
增持
F
FORD MTR CO DEL
+$48.3K
41,199
+1%
增持
SYY
SYSCO CORP
+$45.6K
5,513
+0%
增持
—
LYONDELLBASELL INDUSTRIES N
+$44.7K
5,644
+1%
增持
KO
COCA COLA CO
+$44.4K
16,541
+1%
建仓
—
IRON HORSE ACQUISITIONS CORP
+$44.0K
4,320
增持
AEP
AMERICAN ELEC PWR CO INC
+$43.8K
8,374
+0%
增持
GPC
GENUINE PARTS CO
+$43.7K
2,515
+1%
建仓
—
EVERBRIDGE INC
+$43.6K
1,251
增持
PEP
PEPSICO INC
+$42.6K
6,627
+1%
增持
TXN
TEXAS INSTRS INC
+$38.9K
7,683
+1%
建仓
—
CATALENT INC
+$37.7K
667
建仓
—
EQUITRANS MIDSTREAM CORP
+$37.5K
3,000
建仓
—
AGILITI INC
+$36.4K
3,600
建仓
—
HAWAIIAN HOLDINGS INC
+$36.2K
2,712
增持
KMI
KINDER MORGAN INC DEL
+$36.1K
43,389
+1%
建仓
—
HESS CORP
+$34.3K
225
增持
FE
FIRSTENERGY CORP
+$34.2K
15,312
+1%
增持
BAX
BAXTER INTL INC
+$33.8K
7,735
+1%
清仓
—
SOVOS BRANDS INC
-$33.7K
0
-100%
增持
AMT
AMERICAN TOWER CORP NEW
-$31.9K
1,895
+1%
增持
JNJ
JOHNSON & JOHNSON
+$31.2K
13,011
+1%
增持
ETR
ENTERGY CORP NEW
+$30.3K
5,797
+1%
增持
KMB
KIMBERLY-CLARK CORP
+$27.0K
3,099
+1%
增持
TFC
TRUIST FINL CORP
+$26.9K
11,642
+1%
减持
HD
HOME DEPOT INC
+$26.8K
4,305
-8%
增持
D
DOMINION ENERGY INC
+$26.3K
10,305
+1%
增持
USB
US BANCORP DEL
+$26.2K
15,222
+1%
增持
OMC
OMNICOM GROUP INC
+$25.2K
2,319
+1%
增持
CCI
CROWN CASTLE INC
-$22.4K
2,600
+1%
增持
PM
PHILIP MORRIS INTL INC
-$22.2K
12,800
+1%
增持
—
NATIONAL WESTN LIFE GROUP IN
+$21.6K
149
+39%
增持
—
NEOGAMES S A
+$20.8K
2,500
+39%
增持
EMN
EASTMAN CHEM CO
+$20.7K
1,869
+1%
增持
GIS
GENERAL MLS INC
+$20.4K
3,845
+1%
建仓
—
SOUTHWESTERN ENERGY CO
+$19.7K
2,595
增持
MMM
3M CO
-$18.7K
7,731
+1%
增持
CRI
CARTERS INC
+$18.7K
1,808
+1%
建仓
—
SP PLUS CORP
+$18.4K
353
清仓
—
IROBOT CORP
-$17.6K
0
-100%
增持
BBY
BEST BUY INC
+$16.8K
3,849
+1%
增持
—
HOLLYSYS AUTOMATION TCHNGY L
+$16.5K
1,342
+98%
增持
SO
SOUTHERN CO
+$14.1K
6,753
+1%
增持
PSA
PUBLIC STORAGE
-$14.1K
1,127
+1%
增持
PAYX
PAYCHEX INC
+$14.0K
3,051
+1%
减持
—
EXXON MOBIL CORP
-$13.3K
14,354
-15%
增持
EQR
EQUITY RESIDENTIAL
+$12.3K
5,105
+1%
增持
HDB
HDFC BANK LTD
+$11.8K
37,208
+21%
增持
DIN
DINE BRANDS GLOBAL INC
-$10.7K
3,792
+1%
增持
LMT
LOCKHEED MARTIN CORP
+$10.6K
2,029
+1%
增持
CAG
CONAGRA BRANDS INC
+$10.3K
8,631
+1%
清仓
—
LANDCADIA HOLDINGS IV INC
-$10.2K
0
-100%
增持
CPB
CAMPBELL SOUP CO
+$9.3K
6,056
+1%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$7.9K
2,101
+1%
增持
UDR
UDR INC
-$7.6K
10,016
+0%
增持
—
KELLANOVA
+$7.6K
4,254
+1%
增持
—
CAMBRIDGE BANCORP
+$7.2K
1,080
+13%
增持
AMGN
AMGEN INC
-$6.4K
1,889
+0%
增持
STT
STATE STR CORP
+$6.1K
13,684
+1%
