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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 20
增持 21
减持 94
清仓 15
方向
标的
Δ市值
现股数(环比)
清仓
SWX
SOUTHWEST GAS HLDGS INC
-$12.6M
0
-100%
减持
ENB
ENBRIDGE INC
-$8.8M
120,753
-65%
减持
ET
ENERGY TRANSFER L P
+$8.4M
2,852,118
-4%
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
BXMT
BLACKSTONE MTG TR INC
+$5.6M
320,000
增持
WES
WESTERN MIDSTREAM PARTNERS L
+$4.1M
517,415
+25%
增持
NEM
NEWMONT CORP
-$2.4M
273,433
+16%
减持
EPD
ENTERPRISE PRODS PARTNERS L
+$2.2M
1,768,356
-3%
增持
MO
ALTRIA GROUP INC
+$1.4M
150,155
+19%
减持
UGI
UGI CORP NEW
+$1.3M
395,687
-0%
建仓
—
EASTERLY GOVT PPTYS INC
+$1.2M
109,309
增持
VZ
VERIZON COMMUNICATIONS INC
-$833.7K
203,379
+2%
增持
PFE
PFIZER INC
-$612.4K
295,634
+1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$592.8K
148,518
-2%
清仓
DELL
DELL TECHNOLOGIES INC
-$563.8K
0
-100%
清仓
—
JOHNSON CTLS INTL PLC
-$546.4K
0
-100%
建仓
ACI
ALBERTSONS COS INC
+$454.2K
23,124
减持
GLW
CORNING INC
-$437.6K
12,563
-45%
建仓
EL
LAUDER ESTEE COS INC
+$432.5K
5,768
减持
PAYX
PAYCHEX INC
-$411.4K
23
-99%
减持
APD
AIR PRODS & CHEMS INC
-$402.7K
3,266
-28%
减持
KVUE
KENVUE INC
-$398.8K
13,305
-55%
清仓
WEN
WENDYS CO
-$398.6K
0
-100%
减持
SBUX
STARBUCKS CORP
-$390.9K
4,435
-46%
增持
F
FORD MTR CO
+$373.7K
102,376
+69%
减持
JNJ
JOHNSON & JOHNSON
-$344.7K
12,404
-6%
清仓
—
ICL GROUP LTD
-$321.9K
0
-100%
建仓
—
PARAMOUNT GLOBAL
+$298.9K
28,571
减持
NEE
NEXTERA ENERGY INC
-$294.7K
16,132
-6%
减持
STT
STATE STR CORP
-$293.1K
9,508
-31%
建仓
VLO
VALERO ENERGY CORP
+$271.4K
2,214
减持
DOW
DOW INC
-$269.6K
14,973
-6%
增持
MRK
MERCK & CO INC
+$269.5K
16,094
+37%
减持
CME
CME GROUP INC
-$266.6K
15
-99%
减持
NTRS
NORTHERN TR CORP
-$260.6K
6,698
-36%
减持
—
EXXON MOBIL CORP
-$234.6K
13,660
-6%
减持
—
MEDTRONIC PLC
-$233.4K
14,675
-6%
增持
CCI
CROWN CASTLE INC
+$219.0K
5,855
+122%
减持
SNA
SNAP ON INC
-$214.2K
3
-100%
减持
MDLZ
MONDELEZ INTL INC
-$213.6K
11,454
-6%
增持
CVS
CVS HEALTH CORP
+$212.6K
15,074
+104%
减持
CMCSA
COMCAST CORP NEW
-$208.5K
30,154
-6%
减持
BAX
BAXTER INTL INC
-$195.7K
17,404
-6%
减持
HD
HOME DEPOT INC
-$194.6K
4,632
-6%
减持
KO
COCA COLA CO
-$190.0K
13,377
-6%
减持
PEP
PEPSICO INC
-$182.0K
6,317
-6%
减持
ABBV
ABBVIE INC
-$172.1K
5,316
-6%
减持
AMT
AMERICAN TOWER CORP NEW
-$167.4K
2,610
-6%
增持
UNP
UNION PAC CORP
+$167.3K
4,467
+29%
减持
CVX
CHEVRON CORP NEW
-$164.6K
13,856
-6%
减持
TXN
TEXAS INSTRS INC
-$164.3K
5,098
-6%
减持
UPS
UNITED PARCEL SERVICE INC
-$160.7K
8,467
-6%
减持
KMI
KINDER MORGAN INC DEL
+$160.7K
41,303
-6%
减持
PLD
PROLOGIS INC.
-$159.8K
5,572
-6%
减持
—
LYONDELLBASELL INDUSTRIES N
-$149.2K
5,373
-6%
减持
AMGN
AMGEN INC
-$147.2K
1,800
-6%
减持
RTX
RTX CORPORATION
-$146.3K
11,071
-6%
减持
AEP
AMERICAN ELEC PWR CO INC
-$135.1K
7,972
-6%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$133.5K
8,653
-6%
减持
NSC
NORFOLK SOUTHN CORP
-$126.0K
4,253
-6%
增持
WIT
WIPRO LTD
+$115.8K
386,152
+100%
增持
GPC
GENUINE PARTS CO
+$111.5K
4,002
+57%
减持
LMT
LOCKHEED MARTIN CORP
-$109.8K
805
-6%
增持
SLB
SCHLUMBERGER LTD
+$107.4K
13,229
+39%
减持
MS
MORGAN STANLEY
-$106.3K
9,059
-24%
减持
KHC
KRAFT HEINZ CO
-$105.4K
15,839
-6%
减持
MCD
MCDONALDS CORP
-$96.1K
2,844
-6%
减持
PSA
PUBLIC STORAGE OPER CO
-$93.9K
1,073
-6%
减持
PRU
PRUDENTIAL FINL INC
-$93.3K
9,018
-6%
增持
QCOM
QUALCOMM INC
+$90.3K
5,009
+25%
减持
EOG
EOG RES INC
-$85.3K
10,354
-6%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$85.2K
2,001
-6%
减持
FMC
FMC CORP
-$84.9K
3,942
-6%
减持
C
CITIGROUP INC
+$80.7K
21,438
-6%
建仓
—
LAUNCH ONE ACQUISITION CORP
+$77.9K
7,716
减持
PM
PHILIP MORRIS INTL INC
-$76.9K
8,682
-6%
建仓
—
SIM ACQUISITION CORP. I
+$76.3K
7,566
清仓
—
FLAG SHIP ACQUISITION CORP
-$76.0K
0
-100%
建仓
—
MELAR ACQUISITION CORP. I
+$75.8K
7,520
建仓
—
ALTAIR ENGR INC
+$75.7K
694
建仓
—
PLAYAGS INC
+$75.2K
6,520
减持
D
DOMINION ENERGY INC
-$75.0K
9,810
-6%
清仓
—
PERFICIENT INC
-$75.0K
0
-100%
清仓
—
AXONICS INC
-$74.8K
0
-100%
建仓
—
UNIVERSAL STAINLESS & ALLOY
+$74.4K
1,689
建仓
—
PATTERSON COS INC
+$74.2K
2,406
建仓
—
NORDSTROM INC
+$74.1K
3,069
建仓
—
SUMMIT MATLS INC
+$73.9K
1,461
减持
JPM
JPMORGAN CHASE & CO.
+$73.9K
4,813
-6%
建仓
—
AIR TRANSPORT SERVICES GRP I
+$73.2K
3,332
减持
PPG
PPG INDS INC
-$71.6K
3,325
-6%
建仓
—
AVID BIOSERVICES INC
+$71.6K
5,794
清仓
—
ENVESTNET INC
-$71.4K
0
-100%
清仓
—
NUVEI CORPORATION
-$71.3K
0
-100%
建仓
—
EVANS BANCORP INC
+$71.0K
1,640
减持
FE
FIRSTENERGY CORP
-$70.1K
9,419
-6%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$68.9K
5,279
-6%
增持
PSX
PHILLIPS 66
+$68.5K
3,262
+41%
建仓
—
WILLIAM PENN BANCORPORATION
+$65.6K
5,465
增持
ETR
ENTERGY CORP NEW
+$64.2K
11,038
+88%
减持
DUK
DUKE ENERGY CORP NEW
-$63.9K
4,262
-6%
增持
TGT
TARGET CORP
+$63.7K
3,735
+32%
建仓
—
HEARTLAND FINL USA INC
+$62.9K
1,026
减持
SO
SOUTHERN CO
-$62.3K
4,549
-6%
减持
BAC
BANK AMERICA CORP
+$60.5K
35,136
-6%
减持
SJM
SMUCKER J M CO
-$60.1K
3,212
-6%
减持
KMB
KIMBERLY-CLARK CORP
-$59.9K
2,950
-6%
清仓
—
CATALENT INC
-$58.9K
0
-100%
减持
CPB
THE CAMPBELLS COMPANY
-$58.6K
5,765
-6%
减持
CAG
CONAGRA BRANDS INC
-$56.3K
8,216
-6%
减持
HSY
HERSHEY CO
-$54.9K
1,594
-6%
减持
GIS
GENERAL MLS INC
-$54.0K
3,662
-6%
减持
T
AT&T INC
-$54.0K
83,784
-6%
减持
OMC
OMNICOM GROUP INC
-$52.8K
2,208
-6%
减持
MMM
3M CO
-$52.5K
3,193
-6%
减持
EMN
EASTMAN CHEM CO
-$49.4K
1,780
-6%
减持
GILD
GILEAD SCIENCES INC
+$47.7K
15,135
-6%
减持
CSCO
CISCO SYS INC
+$47.3K
18,401
-6%
减持
UDR
UDR INC
-$46.2K
9,535
-6%
减持
WTRG
ESSENTIAL UTILS INC
-$46.1K
9,767
-6%
清仓
—
IRON HORSE ACQUISITIONS CORP
-$44.8K
0
-100%
减持
TAP
MOLSON COORS BEVERAGE CO
-$42.6K
10,945
-6%
减持
MSM
MSC INDL DIRECT INC
-$40.1K
2,377
-6%
减持
—
AMCOR PLC
-$39.9K
15,069
-6%
减持
PFG
PRINCIPAL FINANCIAL GROUP IN
-$39.3K
2,818
-6%
减持
PG
PROCTER AND GAMBLE CO
-$39.2K
2,376
-6%
清仓
—
HAYNES INTL INC
-$36.4K
0
-100%
减持
EMR
EMERSON ELEC CO
+$36.3K
4,808
-6%
减持
EQR
EQUITY RESIDENTIAL
-$36.2K
4,860
-6%
减持
EXC
EXELON CORP
-$35.7K
6,485
-6%
减持
SWKS
SKYWORKS SOLUTIONS INC
-$35.3K
2,158
-6%
减持
SYY
SYSCO CORP
-$34.6K
5,248
-6%
减持
—
INTERPUBLIC GROUP COS INC
-$32.5K
5,771
-6%
增持
COP
CONOCOPHILLIPS
-$32.4K
12,202
+3%
减持
BKR
BAKER HUGHES COMPANY
+$29.3K
11,487
-6%
减持
AIG
AMERICAN INTL GROUP INC
-$28.0K
5,464
-6%
减持
AVT
AVNET INC
-$26.9K
4,920
-6%
减持
—
CNH INDL N V
-$25.5K
52,774
-6%
增持
—
SMARTSHEET INC
+$24.9K
1,304
+50%
清仓
—
CONCORD ACQUISITION CORP II
-$24.3K
0
-100%
减持
CLX
CLOROX CO DEL
-$24.2K
2,186
-6%
减持
—
AMDOCS LTD
-$23.9K
3,018
-6%
减持
TFC
TRUIST FINL CORP
-$23.6K
11,083
-6%
减持
WEC
WEC ENERGY GROUP INC
-$23.6K
2,840
-6%
减持
HON
HONEYWELL INTL INC
+$22.5K
3,740
-6%
减持
ALL
ALLSTATE CORP
-$21.0K
2,364
-6%
增持
—
ENSTAR GROUP LIMITED
+$20.7K
221
+41%
清仓
—
SOUTHWESTERN ENERGY CO
-$18.4K
0
-100%
减持
LNC
LINCOLN NATL CORP IND
-$17.3K
9,517
-6%
增持
—
ALLETE INC
+$17.1K
857
+43%
减持
OGE
OGE ENERGY CORP
-$16.8K
6,989
-6%
