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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 38
增持 46
减持 23
清仓 43
方向
标的
Δ市值
现股数(环比)
增持
WES
WESTERN MIDSTREAM PARTNERS L
+$20.5M
985,718
+91%
减持
ET
ENERGY TRANSFER L P
-$19.8M
1,938,068
-32%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$7.1M
20,945
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。
-86%
增持
—
EASTERLY GOVT PPTYS INC
+$6.2M
703,758
+544%
清仓
ENB
ENBRIDGE INC
-$5.1M
0
-100%
减持
UGI
UGI CORP NEW
-$4.7M
196,533
-50%
减持
EPD
ENTERPRISE PRODS PARTNERS L
+$2.4M
1,694,782
-4%
增持
SJNK
SPDR SER TR
+$1.9M
118,150
+176%
建仓
WFC
WELLS FARGO CO NEW
+$1.1M
15,380
增持
VALE
VALE S A
+$1.1M
276,085
+48%
建仓
DELL
DELL TECHNOLOGIES INC
+$1.0M
11,286
清仓
F
FORD MTR CO
-$1.0M
0
-100%
增持
GD
GENERAL DYNAMICS CORP
+$921.7K
3,395
+24150%
建仓
BLK
BLACKROCK INC
+$881.2K
931
建仓
BX
BLACKSTONE INC
+$860.9K
6,159
清仓
ETR
ENTERGY CORP NEW
-$836.9K
0
-100%
减持
KO
COCA COLA CO
-$825.6K
101
-99%
清仓
AEP
AMERICAN ELEC PWR CO INC
-$735.3K
0
-100%
增持
TGT
TARGET CORP
+$676.4K
11,319
+203%
增持
—
EXXON MOBIL CORP
+$655.6K
17,868
+31%
增持
GLW
CORNING INC
+$655.1K
27,351
+118%
建仓
STZ
CONSTELLATION BRANDS INC
+$647.3K
3,527
建仓
GS
GOLDMAN SACHS GROUP INC
+$640.3K
1,172
增持
ITUB
ITAU UNIBANCO HLDG S A
+$636.3K
409,472
+26%
建仓
ROK
ROCKWELL AUTOMATION INC
+$632.5K
2,448
建仓
HPQ
HP INC
+$626.8K
22,635
增持
ADI
ANALOG DEVICES INC
+$621.5K
3,087
+61640%
减持
VZ
VERIZON COMMUNICATIONS INC
-$607.6K
165,907
-18%
建仓
DLR
DIGITAL RLTY TR INC
+$572.2K
3,993
增持
TXN
TEXAS INSTRS INC
+$560.2K
8,437
+65%
增持
PBR
PETROLEO BRASILEIRO SA PETRO
+$544.0K
210,216
+9%
减持
—
MEDTRONIC PLC
-$543.9K
6,992
-52%
减持
T
AT&T INC
-$540.3K
48,354
-42%
增持
NSC
NORFOLK SOUTHN CORP
+$530.2K
6,453
+52%
增持
UNP
UNION PAC CORP
+$518.1K
6,505
+46%
清仓
BAX
BAXTER INTL INC
-$507.5K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$504.1K
7,777
-37%
清仓
WHR
WHIRLPOOL CORP
-$498.4K
0
-100%
增持
QCOM
QUALCOMM INC
+$479.4K
8,130
+62%
建仓
CI
THE CIGNA GROUP
+$475.7K
1,446
清仓
BKR
BAKER HUGHES COMPANY
-$471.2K
0
-100%
清仓
TROW
PRICE T ROWE GROUP INC
-$465.9K
0
-100%
增持
LMT
LOCKHEED MARTIN CORP
+$459.8K
1,905
+137%
清仓
DUK
DUKE ENERGY CORP NEW
-$459.2K
0
-100%
建仓
UNM
UNUM GROUP
+$454.2K
5,576
清仓
ACI
ALBERTSONS COS INC
-$454.2K
0
-100%
清仓
TRV
TRAVELERS COMPANIES INC
-$454.1K
0
-100%
建仓
ORI
OLD REP INTL CORP
+$448.2K
11,427
建仓
SPG
SIMON PPTY GROUP INC NEW
+$439.8K
2,648
增持
BBD
BANCO BRADESCO S A
+$435.8K
626,569
+24%
清仓
EL
LAUDER ESTEE COS INC
-$432.5K
0
-100%
建仓
FDX
FEDEX CORP
+$424.4K
1,741
建仓
JEF
JEFFERIES FINL GROUP INC
+$420.0K
7,840
建仓
HAL
HALLIBURTON CO
+$418.8K
16,509
清仓
XEL
XCEL ENERGY INC
-$414.4K
0
-100%
清仓
MMM
3M CO
-$412.2K
0
-100%
增持
BF/B
BROWN FORMAN CORP
+$410.7K
12,124
+60520%
清仓
SBUX
STARBUCKS CORP
-$404.7K
0
-100%
建仓
EQIX
EQUINIX INC
+$402.8K
494
增持
EMR
EMERSON ELEC CO
+$402.0K
9,101
+89%
清仓
SYY
SYSCO CORP
-$401.3K
0
-100%
建仓
FERG
FERGUSON ENTERPRISES INC
+$395.0K
2,465
清仓
KMB
KIMBERLY-CLARK CORP
-$386.6K
0
-100%
清仓
SO
SOUTHERN CO
-$374.5K
0
-100%
增持
NKE
NIKE INC
+$374.2K
5,930
+19667%
清仓
CTRA
COTERRA ENERGY INC
-$361.1K
0
-100%
减持
GILD
GILEAD SCIENCES INC
-$361.1K
9,254
-39%
清仓
CLX
CLOROX CO DEL
-$355.0K
0
-100%
清仓
WTRG
ESSENTIAL UTILS INC
-$354.7K
0
-100%
清仓
SJM
SMUCKER J M CO
-$353.7K
0
-100%
减持
NEE
NEXTERA ENERGY INC
-$334.8K
11,591
-28%
建仓
MTN
VAIL RESORTS INC
+$323.9K
2,024
建仓
AOS
SMITH A O CORP
+$317.8K
4,862
增持
MCD
MCDONALDS CORP
+$309.8K
3,631
+28%
清仓
LNC
LINCOLN NATL CORP IND
-$301.8K
0
-100%
清仓
—
PARAMOUNT GLOBAL
-$298.9K
0
-100%
增持
HD
HOME DEPOT INC
+$297.5K
5,728
+24%
建仓
ASH
ASHLAND INC
+$292.7K
4,937
增持
COP
CONOCOPHILLIPS
+$289.3K
14,277
+17%
清仓
OGE
OGE ENERGY CORP
-$288.3K
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
+$287.7K
5,876
+22%
减持
KVUE
KENVUE INC
-$282.1K
80
-99%
建仓
LVS
LAS VEGAS SANDS CORP
+$281.5K
7,288
增持
FE
FIRSTENERGY CORP
+$278.3K
16,156
+72%
清仓
VLO
VALERO ENERGY CORP
-$271.4K
0
-100%
减持
HSY
HERSHEY CO
-$268.1K
11
-99%
清仓
WEC
WEC ENERGY GROUP INC
-$267.1K
0
-100%
清仓
AVT
AVNET INC
-$257.4K
0
-100%
清仓
—
AMDOCS LTD
-$257.0K
0
-100%
增持
D
DOMINION ENERGY INC
+$253.1K
13,937
+42%
清仓
EXC
EXELON CORP
-$244.1K
0
-100%
增持
C
CITIGROUP INC
+$243.1K
24,681
+15%
增持
CSCO
CISCO SYS INC
+$238.4K
21,515
+17%
增持
CMI
CUMMINS INC
+$234.0K
2,675
+54%
增持
HON
HONEYWELL INTL INC
+$231.7K
5,084
+36%
减持
GIS
GENERAL MLS INC
-$231.6K
33
-99%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$220.3K
3,063
+53%
清仓
PFG
PRINCIPAL FINANCIAL GROUP IN
-$218.1K
0
-100%
增持
PFE
PFIZER INC
-$204.8K
301,435
+2%
增持
PEP
PEPSICO INC
+$194.3K
7,702
+22%
增持
PSA
PUBLIC STORAGE OPER CO
+$192.0K
1,715
+60%
清仓
FMC
FMC CORP
-$191.6K
0
-100%
清仓
SWKS
SKYWORKS SOLUTIONS INC
-$191.4K
0
-100%
增持
BAC
BANK AMERICA CORP
+$190.4K
41,568
+18%
清仓
OMC
OMNICOM GROUP INC
-$190.0K
0
-100%
减持
TAP
MOLSON COORS BEVERAGE CO
-$189.0K
7,201
-34%
减持
CCI
CROWN CASTLE INC
-$187.8K
3,297
-44%
增持
STT
STATE STR CORP
+$181.6K
12,452
+31%
减持
CVS
CVS HEALTH CORP
+$180.4K
12,650
-16%
增持
MS
MORGAN STANLEY
+$179.4K
11,299
+25%
增持
KHC
KRAFT HEINZ CO
+$177.8K
21,828
+38%
清仓
MSM
MSC INDL DIRECT INC
-$177.5K
0
-100%
增持
CMCSA
COMCAST CORP NEW
+$175.0K
35,411
+17%
减持
APD
AIR PRODS & CHEMS INC
-$168.7K
2,640
-19%
减持
KMI
KINDER MORGAN INC DEL
-$165.6K
33,863
-18%
清仓
—
INTERPUBLIC GROUP COS INC
-$161.7K
0
-100%
减持
PM
PHILIP MORRIS INTL INC
-$148.8K
5,645
-35%
增持
PPG
PPG INDS INC
+$145.8K
4,965
+49%
清仓
—
AMCOR PLC
-$141.8K
0
-100%
增持
MRK
MERCK & CO INC
+$138.2K
19,376
+20%
增持
PNC
PNC FINL SVCS GROUP INC
+$134.7K
4,817
+30%
增持
USB
US BANCORP DEL
+$125.1K
19,379
+34%
增持
HPE
HEWLETT PACKARD ENTERPRISE C
+$119.5K
56,651
+60%
减持
RTX
RTX CORPORATION
-$116.4K
8,793
-21%
建仓
—
NEVRO CORP
+$113.4K
19,415
减持
ABBV
ABBVIE INC
-$112.0K
3,974
-25%
建仓
—
TRIUMPH GROUP INC NEW
+$109.5K
4,321
减持
—
CNH INDL N V
-$93.0K
41,115
-22%
增持
ADM
ARCHER DANIELS MIDLAND CO
+$78.8K
7,197
+36%
建仓
—
LIONHEART HOLDINGS
+$77.2K
7,520
清仓
—
LIONHEART HOLDINGS
-$76.3K
0
-100%
清仓
—
ALTAIR ENGR INC
-$75.7K
0
-100%
建仓
—
INTRA-CELLULAR THERAPIES INC
+$75.7K
574
建仓
—
RADIUS RECYCLING INC
+$75.4K
2,612
建仓
—
PROASSURANCE CORP
+$74.8K
3,203
清仓
—
UNIVERSAL STAINLESS & ALLOY
-$74.4K
0
-100%
建仓
—
CHIMERIX INC
+$74.2K
8,716
建仓
—
FRONTIER COMMUNICATIONS PARE
+$74.2K
2,068
清仓
—
SUMMIT MATLS INC
-$73.9K
0
-100%
建仓
ACCD
ACCOLADE INC
+$73.7K
10,563
建仓
—
LOGILITY SUPPLY CHAIN SOLUTI
+$73.6K
5,158
建仓
—
KELLANOVA
+$73.5K
891
建仓
—
ALTUS POWER INC
+$73.3K
14,802
建仓
—
PAYCOR HCM INC
+$73.2K
3,264
建仓
—
2SEVENTY BIO INC
+$73.2K
14,825
建仓
—
PLAYA HOTELS & RESORTS NV
+$73.2K
5,492
清仓
—
SMARTSHEET INC
-$73.1K
0
-100%
增持
—
PATTERSON COS INC
+$72.9K
4,709
+96%
建仓
—
DUN & BRADSTREET HLDGS INC
+$72.7K
8,130
清仓
—
DT CLOUD ACQUISITION CORP
-$72.1K
0
-100%
