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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 9
增持 103
减持 16
清仓 22
方向
标的
Δ市值
现股数(环比)
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$14.5M
2,037,519
-19%
减持
ET
ENERGY TRANSFER L P
-$12.6M
3,343,930
-21%
减持
MPLX
MPLX LP
-$8.5M
866,864
-21%
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
IP
INTERNATIONAL PAPER CO
-$7.3M
0
-100%
减持
PAA
PLAINS ALL AMERN PIPELINE L
-$6.6M
1,484,676
-21%
增持
ABEV
AMBEV SA
+$5.4M
4,013,613
+249%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$4.6M
150,657
+386%
增持
MO
ALTRIA GROUP INC
+$4.4M
126,461
+310%
减持
WES
WESTERN MIDSTREAM PARTNERS L
-$2.2M
413,214
-21%
增持
NEM
NEWMONT CORP
+$1.5M
243,640
+0%
减持
HESM
HESS MIDSTREAM LP
-$1.4M
345,764
-11%
清仓
QCOM
QUALCOMM INC
-$807.6K
0
-100%
清仓
WFC
WELLS FARGO CO NEW
-$772.8K
0
-100%
增持
PFE
PFIZER INC
+$772.8K
291,837
+10%
清仓
SCCO
SOUTHERN COPPER CORP
-$757.7K
0
-100%
增持
CMCSA
COMCAST CORP NEW
+$662.7K
31,890
+136%
增持
UGI
UGI CORP NEW
-$648.5K
396,131
+0%
清仓
BCH
BANCO DE CHILE
-$599.5K
0
-100%
建仓
TAP
MOLSON COORS BEVERAGE CO
+$588.5K
11,577
清仓
—
CREDICORP LTD
-$587.9K
0
-100%
减持
DIS
DISNEY WALT CO
-$582.8K
25,038
-0%
清仓
SQM
SOCIEDAD QUIMICA Y MINERA DE
-$533.0K
0
-100%
清仓
CCU
COMPANIA CERVECERIAS UNIDAS
-$530.2K
0
-100%
减持
RTX
RTX CORPORATION
-$501.1K
11,710
-32%
减持
EMR
EMERSON ELEC CO
-$475.3K
19
-100%
减持
PG
PROCTER AND GAMBLE CO
-$467.7K
3,779
-44%
增持
NSC
NORFOLK SOUTHN CORP
+$462.1K
4,498
+128%
减持
JPM
JPMORGAN CHASE & CO.
-$447.9K
5,091
-31%
减持
BAC
BANK AMERICA CORP
-$424.7K
37,166
-26%
建仓
ALL
ALLSTATE CORP
+$399.1K
2,500
增持
BSBR
BANCO SANTANDER BRASIL S A
+$380.1K
120,528
+220%
减持
CL
COLGATE PALMOLIVE CO
-$339.5K
32
-99%
清仓
BBY
BEST BUY INC
-$315.7K
0
-100%
增持
AMT
AMERICAN TOWER CORP NEW
+$301.0K
3,475
+83%
减持
TXN
TEXAS INSTRS INC
-$289.7K
5,391
-30%
清仓
FIS
FIDELITY NATL INFORMATION SV
-$287.7K
0
-100%
增持
BAX
BAXTER INTL INC
+$285.2K
18,409
+138%
增持
APD
AIR PRODS & CHEMS INC
+$281.3K
5,205
+19%
减持
C
CITIGROUP INC
-$260.4K
22,677
-16%
增持
UGP
ULTRAPAR PARTICIPACOES SA
-$257.1K
441,527
+27%
增持
PLD
PROLOGIS INC.
+$254.0K
5,894
+88%
建仓
—
AMDOCS LTD
+$251.9K
3,192
增持
BBD
BANCO BRADESCO S A
+$248.1K
503,398
+64%
增持
CLX
CLOROX CO DEL
+$242.9K
3,391
+136%
增持
CME
CME GROUP INC
+$236.0K
1,217
+8013%
增持
SLB
SCHLUMBERGER LTD
+$226.8K
9,474
+136%
清仓
VIRT
VIRTU FINL INC
-$208.5K
0
-100%
增持
MDLZ
MONDELEZ INTL INC
+$197.7K
12,113
+43%
增持
UNP
UNION PAC CORP
+$196.8K
3,434
+46%
增持
EOG
EOG RES INC
+$185.3K
10,952
+17%
清仓
—
BUNGE GLOBAL SA
-$176.2K
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$162.5K
9,153
+23%
增持
MCD
MCDONALDS CORP
+$155.3K
3,006
+39%
增持
—
CNH INDL N V
+$149.2K
55,824
+74%
增持
T
AT&T INC
+$144.5K
88,626
+1%
增持
JNJ
JOHNSON & JOHNSON
-$141.0K
13,117
+1%
增持
GLW
CORNING INC
+$139.3K
22,776
+1%
增持
WHR
WHIRLPOOL CORP
+$134.0K
4,605
+64%
增持
PM
PHILIP MORRIS INTL INC
+$133.2K
12,888
+1%
增持
VZ
VERIZON COMMUNICATIONS INC
-$132.3K
199,424
+0%
增持
GILD
GILEAD SCIENCES INC
+$127.7K
16,009
+21%
增持
NEE
NEXTERA ENERGY INC
+$125.1K
17,064
+1%
增持
—
MEDTRONIC PLC
-$121.8K
15,519
+1%
增持
COP
CONOCOPHILLIPS
+$115.6K
11,731
+22%
增持
HSY
HERSHEY CO
+$109.0K
1,685
+63%
增持
HPE
HEWLETT PACKARD ENTERPRISE C
+$92.0K
25,837
+1%
增持
TGT
TARGET CORP
-$79.1K
2,815
+1%
清仓
—
JAWS MUSTANG ACQUISITION COR
-$77.8K
0
-100%
建仓
—
ENDEAVOR GROUP HLDGS INC
+$75.2K
2,781
建仓
—
PERFICIENT INC
+$74.3K
993
增持
KHC
KRAFT HEINZ CO
-$74.2K
16,754
+1%
清仓
—
KAMAN CORP
-$73.9K
0
-100%
清仓
—
MASONITE INTL CORP
-$73.0K
0
-100%
清仓
—
TARO PHARMACEUTICAL INDS LTD
-$72.9K
0
-100%
清仓
—
NEOGAMES S A
-$72.4K
0
-100%
增持
KMI
KINDER MORGAN INC DEL
+$72.4K
43,690
+1%
增持
USB
US BANCORP DEL
-$71.9K
15,327
+1%
增持
DOW
DOW INC
-$71.0K
15,838
+1%
清仓
—
SUMMIT FINL GROUP INC
-$70.1K
0
-100%
清仓
—
DASEKE INC
-$69.8K
0
-100%
增持
SBUX
STARBUCKS CORP
+$69.4K
8,112
+32%
增持
CIG
CIA ENERGETICA DE MINAS GERA
-$59.9K
427,653
+30%
增持
PEP
PEPSICO INC
-$58.1K
6,680
+1%
增持
AMGN
AMGEN INC
+$57.2K
1,902
+1%
增持
KVUE
KENVUE INC
-$56.7K
18,064
+1%
增持
MRK
MERCK & CO INC
-$56.6K
7,776
+1%
增持
WEN
WENDYS CO
+$54.9K
22,614
+30%
增持
SJM
SMUCKER J M CO
-$54.3K
3,397
+1%
增持
UPS
UNITED PARCEL SERVICE INC
+$51.5K
8,956
+13%
增持
SYY
SYSCO CORP
-$51.3K
5,551
+1%
增持
KO
COCA COLA CO
+$49.0K
16,669
+1%
增持
ABBV
ABBVIE INC
-$48.9K
5,622
+1%
增持
PSX
PHILLIPS 66
-$48.4K
2,293
+1%
增持
NTRS
NORTHERN TR CORP
-$45.3K
10,457
+1%
增持
MS
MORGAN STANLEY
+$43.6K
11,873
+1%
增持
SO
SOUTHERN CO
+$43.0K
6,800
+1%
增持
MSM
MSC INDL DIRECT INC
-$42.9K
2,514
+1%
增持
UDR
UDR INC
+$40.3K
10,086
+1%
增持
CSCO
CISCO SYS INC
-$40.0K
19,461
+1%
增持
HON
HONEYWELL INTL INC
+$40.0K
3,955
+1%
增持
GPC
GENUINE PARTS CO
-$39.4K
2,532
+1%
增持
STT
STATE STR CORP
-$38.5K
13,778
+1%
增持
DIN
DINE BRANDS GLOBAL INC
-$38.0K
3,818
+1%
建仓
—
TERRITORIAL BANCORP INC
+$36.9K
4,558
清仓
—
AGILITI INC
-$36.4K
0
-100%
建仓
—
NUVEI CORPORATION
+$36.4K
1,125
建仓
—
JUNIPER NETWORKS INC
+$36.1K
991
增持
HD
HOME DEPOT INC
+$34.7K
4,898
+14%
清仓
—
HESS CORP
-$34.3K
0
-100%
增持
EQR
EQUITY RESIDENTIAL
+$34.2K
5,140
+1%
增持
—
LYONDELLBASELL INDUSTRIES N
-$33.6K
5,683
+1%
建仓
SUN
SUNOCO LP/SUNOCO FIN CORP
+$32.5K
574
增持
LMT
LOCKHEED MARTIN CORP
+$31.4K
2,043
+1%
增持
—
EQUITRANS MIDSTREAM CORP
+$30.6K
5,245
+75%
增持
KMB
KIMBERLY-CLARK CORP
+$30.3K
3,120
+1%
增持
—
EVERBRIDGE INC
+$28.9K
2,071
+66%
增持
CMI
CUMMINS INC
-$28.7K
1,834
+1%
增持
TROW
PRICE T ROWE GROUP INC
-$28.1K
4,358
+0%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$27.3K
2,115
+1%
增持
F
FORD MTR CO DEL
-$26.9K
41,483
+1%
增持
DUK
DUKE ENERGY CORP NEW
+$24.9K
5,956
+1%
增持
MMM
3M CO
-$24.5K
7,785
+1%
增持
SNA
SNAP ON INC
-$24.3K
739
+1%
增持
GIS
GENERAL MLS INC
-$24.2K
3,871
+1%
增持
FMC
FMC CORP
-$23.9K
4,169
+1%
增持
BKR
BAKER HUGHES COMPANY
+$23.0K
12,150
+1%
增持
PFG
PRINCIPAL FINANCIAL GROUP IN
-$21.7K
2,980
+1%
增持
—
INTERPUBLIC GROUP COS INC
-$20.2K
6,104
+1%
增持
CRI
CARTERS INC
+$19.8K
2,790
+54%
增持
PNC
PNC FINL SVCS GROUP INC
-$19.7K
3,905
+1%
增持
CCI
CROWN CASTLE INC
-$19.4K
2,618
+1%
增持
AEP
AMERICAN ELEC PWR CO INC
+$18.8K
8,432
+1%
增持
EXC
EXELON CORP
-$18.6K
6,859
+1%
清仓
—
SP PLUS CORP
-$18.4K
0
-100%
增持
—
CATALENT INC
+$17.0K
972
+46%
增持
CTRA
COTERRA ENERGY INC
-$15.3K
14,956
+1%
增持
OMC
OMNICOM GROUP INC
-$14.9K
2,335
+1%
减持
BIL
SPDR SER TR
-$14.2K
337
-32%
增持
—
CEREVEL THERAPEUTICS HLDNG I
+$13.9K
1,723
+29%
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$12.2K
1,585
+1%
增持
OGE
OGE ENERGY CORP
+$12.1K
7,392
+1%
增持
ETR
ENTERGY CORP NEW
+$11.9K
5,837
+1%
增持
AVT
AVNET INC
+$11.7K
5,204
+1%
增持
—
JOHNSON CTLS INTL PLC
+$11.2K
6,999
+1%
增持
ADM
ARCHER DANIELS MIDLAND CO
-$10.7K
5,584
+1%
增持
PAYX
PAYCHEX INC
-$10.4K
3,072
+1%
增持
WEC
WEC ENERGY GROUP INC
-$9.3K
3,004
+1%
增持
CAG
CONAGRA BRANDS INC
-$8.9K
8,690
+1%
增持
CPB
CAMPBELL SOUP CO
+$6.4K
6,098
+1%
增持
—
CALIFORNIA BANCORP INC
+$6.3K
3,210
+13%
