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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 20
增持 46
减持 39
清仓 45
方向
标的
Δ市值
现股数(环比)
增持
ET
ENERGY TRANSFER L P
+$16.7M
3,028,233
+56%
清仓
NEM
NEWMONT CORP
-$8.1M
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
+$7.4M
220,979
+514%
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
CMCSA
COMCAST CORP NEW
+$7.0M
272,560
+670%
增持
PAA
PLAINS ALL AMERN PIPELINE L
+$6.2M
1,594,440
+21%
增持
HESM
HESS MIDSTREAM LP
+$6.2M
525,158
+52%
减持
CNQ
CANADIAN NAT RES LTD
-$5.7M
464,721
-31%
减持
GOOG
ALPHABET INC
-$5.6M
100
-100%
清仓
—
ASML HOLDING N V
-$4.8M
0
-100%
增持
WES
WESTERN MIDSTREAM PARTNERS L
+$4.3M
1,089,519
+11%
减持
AMZN
AMAZON COM INC
-$4.0M
137
-99%
清仓
—
ASTRAZENECA PLC
-$3.8M
0
-100%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$3.2M
1,587,296
+4%
减持
META
META PLATFORMS INC
-$2.9M
47
-99%
增持
AMT
AMERICAN TOWER CORP NEW
+$2.9M
18,763
+822%
增持
PSA
PUBLIC STORAGE OPER CO
+$2.8M
13,330
+468%
建仓
WY
WEYERHAEUSER CO MTN BE
+$2.8M
116,404
建仓
COLD
AMERICOLD REALTY TRUST INC
+$2.7M
208,735
清仓
KKR
KKR & CO INC
-$2.6M
0
-100%
减持
BX
BLACKSTONE INC
-$2.4M
8,821
-60%
减持
AAPL
APPLE INC
-$2.4M
105
-99%
增持
APD
AIR PRODS & CHEMS INC
+$1.6M
9,411
+256%
增持
ADBE
ADOBE INC
+$1.5M
4,293
+47600%
增持
PPG
PPG INDS INC
+$1.5M
19,379
+290%
减持
VIV
TELEFONICA BRASIL SA
-$1.3M
173,816
-33%
减持
ITUB
ITAU UNIBANCO HLDG S A
-$1.0M
233,497
-37%
清仓
FDX
FEDEX CORP
-$912.1K
0
-100%
减持
GD
GENERAL DYNAMICS CORP
-$736.6K
14
-99%
减持
UGP
ULTRAPAR PARTICIPACOES SA
-$511.9K
534,513
-13%
清仓
AMGN
AMGEN INC
-$508.0K
0
-100%
减持
PBR
PETROLEO BRASILEIRO SA PETRO
-$501.0K
182,307
-13%
清仓
ORI
OLD REP INTL CORP
-$485.3K
0
-100%
清仓
—
CHUBB LIMITED
-$477.3K
0
-100%
增持
USB
US BANCORP DEL
+$466.5K
26,294
+36%
建仓
FAST
FASTENAL CO
+$455.4K
11,348
减持
—
JBS N.V.
-$450.4K
161,118
-13%
增持
TXN
TEXAS INSTRS INC
+$441.9K
8,663
+50%
减持
D
DOMINION ENERGY INC
-$428.4K
7,239
-48%
清仓
KVUE
KENVUE INC
-$417.8K
0
-100%
增持
EMR
EMERSON ELEC CO
+$416.6K
10,637
+40%
减持
MRK
MERCK & CO INC
-$405.9K
11,593
-40%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$387.7K
4,896
-25%
减持
GLW
CORNING INC
-$379.1K
8,411
-38%
增持
KDP
KEURIG DR PEPPER INC
+$375.1K
24,821
+98%
减持
NEE
NEXTERA ENERGY INC
-$372.8K
6,256
-46%
增持
HD
HOME DEPOT INC
-$348.3K
5,742
+0%
增持
AIG
AMERICAN INTL GROUP INC
+$348.2K
14,467
+28%
建仓
SNA
SNAP ON INC
+$330.8K
960
增持
STZ
CONSTELLATION BRANDS INC
+$324.8K
6,869
+49%
增持
ITW
ILLINOIS TOOL WKS INC
+$322.0K
1,318
+13080%
增持
PAYX
PAYCHEX INC
+$318.7K
2,867
+12365%
建仓
CARR
CARRIER GLOBAL CORPORATION
+$316.8K
5,995
减持
BBD
BANCO BRADESCO S A
-$308.4K
543,378
-13%
增持
WM
WASTE MGMT INC DEL
+$295.0K
5,309
+35%
增持
OKE
ONEOK INC NEW
+$284.8K
12,966
+42%
增持
NKE
NIKE INC
+$276.4K
10,796
+83%
减持
ABBV
ABBVIE INC
-$261.6K
2,882
-27%
减持
JNJ
JOHNSON & JOHNSON
-$224.9K
4,548
-28%
减持
—
EXXON MOBIL CORP
-$221.4K
11,427
-19%
增持
MRSH
MARSH & MCLENNAN COS INC
+$220.2K
5,943
+36%
增持
HPE
HEWLETT PACKARD ENTERPRISE C
+$213.2K
52,948
+23%
减持
CIG
CIA ENERGETICA DE MINAS GERA
-$200.7K
463,490
-13%
清仓
—
MR COOPER GROUP INC
-$199.0K
0
-100%
增持
ARES
ARES MANAGEMENT CORPORATION
+$192.8K
4,747
+32%
增持
PEP
PEPSICO INC
+$190.1K
7,563
+19%
增持
BLK
BLACKROCK INC
+$182.6K
1,188
+27%
增持
DELL
DELL TECHNOLOGIES INC
+$175.6K
9,026
+33%
减持
IBN
ICICI BANK LIMITED
-$173.1K
81,992
-5%
减持
PLD
PROLOGIS INC.
-$172.9K
3,644
-35%
减持
RDY
DR REDDYS LABS LTD
-$170.2K
81,832
-13%
建仓
CADE
CADENCE BANK
+$162.8K
3,800
增持
T
AT&T INC
+$162.0K
43,493
+34%
清仓
—
PROVIDENT BANCORP INC
-$158.3K
0
-100%
减持
GILD
GILEAD SCIENCES INC
-$157.9K
7,082
-23%
减持
—
PB BANKSHARES INC
-$149.5K
256
-97%
清仓
—
CANTALOUPE INC
-$146.7K
0
-100%
减持
—
MEDTRONIC PLC
-$143.5K
8,772
-15%
增持
KHC
KRAFT HEINZ CO
+$131.8K
28,876
+32%
减持
VALE
VALE S A
+$121.5K
239,430
-13%
减持
ABEV
AMBEV SA
-$115.9K
1,142,729
-13%
减持
INFY
INFOSYS LTD
-$115.5K
122,834
-13%
清仓
—
WNS HLDGS LTD
-$113.9K
0
-100%
建仓
—
HOLOGIC INC
+$112.6K
1,512
清仓
—
GUILD HLDGS CO
-$112.5K
0
-100%
清仓
—
PARAMOUNT GROUP INC
-$110.5K
0
-100%
增持
PG
PROCTER AND GAMBLE CO
-$103.3K
10,272
+0%
清仓
—
CFSB BANCORP INC
-$94.1K
0
-100%
建仓
ZEUS
OLYMPIC STEEL INC
+$89.8K
2,100
清仓
—
GRAF GLOBAL CORP
-$83.1K
0
-100%
减持
WIT
WIPRO LTD
-$81.6K
423,419
-13%
建仓
—
GRAF GLOBAL CORP
+$81.3K
7,556
增持
UNH
UNITEDHEALTH GROUP INC
-$79.7K
5,426
+0%
建仓
—
AVIDITY BIOSCIENCES INC
+$77.3K
1,072
清仓
—
VIMEO INC
-$76.7K
0
-100%
建仓
—
JANUS HENDERSON GROUP PLC
+$76.4K
1,607
清仓
—
VERONA PHARMA PLC
-$76.1K
0
-100%
建仓
MBCN
MIDDLEFIELD BANC CORP
+$76.0K
2,200
清仓
—
PROS HOLDINGS INC
-$75.9K
0
-100%
建仓
FRGE
FORGE GLOBAL HOLDINGS INC
+$75.8K
1,701
清仓
AVDX
AVIDXCHANGE HOLDINGS INC
-$75.7K
0
-100%
清仓
—
PREMIER INC
-$75.6K
0
-100%
清仓
—
WIDEOPENWEST INC
-$75.5K
0
-100%
清仓
—
INTEGRAL AD SCIENCE HLDNG CO
-$75.1K
0
-100%
清仓
—
MERUS N V
-$75.0K
0
-100%
减持
—
LAUNCH ONE ACQUISITION CORP
-$74.0K
666
-91%
建仓
BHF
BRIGHTHOUSE FINL INC
+$73.9K
1,141
增持
—
DAYFORCE INC
+$73.9K
2,158
+97%
减持
—
CHURCHILL CAPITAL CORP IX
-$73.2K
904
-89%
减持
—
MELAR ACQUISITION CORP. I
-$73.1K
550
-93%
清仓
—
KELLANOVA
-$73.1K
0
-100%
建仓
PCH
POTLATCHDELTIC CORPORATION
+$71.7K
1,803
建仓
—
TRUECAR INC
+$70.5K
31,210
增持
HON
HONEYWELL INTL INC
+$66.9K
5,852
+15%
清仓
—
LEGATO MERGER CORP III
-$64.5K
0
-100%
增持
ELV
ELEVANCE HEALTH INC FORMERLY
+$59.7K
2,084
+0%
减持
CVS
CVS HEALTH CORP
+$47.0K
12,610
-0%
增持
ABT
ABBOTT LABS
-$46.7K
6,098
+1%
建仓
—
CENTURION ACQUISITION CORP
+$44.2K
4,150
清仓
—
CENTURION ACQUISITION CORP
-$44.2K
0
-100%
增持
—
SOHO HOUSE & CO INC
+$39.3K
12,740
+51%
减持
RTX
RTX CORPORATION
-$33.0K
6,383
-11%
减持
HDB
HDFC BANK LTD
+$28.9K
70,360
-5%
减持
BF/B
BROWN FORMAN CORP
-$20.2K
18,623
-0%
清仓
—
WILLOW LANE ACQUISITION CORP
-$6.7K
0
-100%
清仓
VRTX
VERTEX PHARMACEUTICALS INC
-$5.1K
0
-100%
建仓
UCFI
CN HEALTHY FOOD TECH GROUP C
+$4.8K
864
增持
AVGO
BROADCOM INC
+$4.3K
83
+12%
清仓
ADI
ANALOG DEVICES INC
-$3.2K
0
-100%
清仓
—
IRON HORSE ACQUISITIONS CORP
-$3.2K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$3.2K
170
+11%
清仓
MPWR
MONOLITHIC PWR SYS INC
-$2.8K
0
-100%
增持
ZTS
ZOETIS INC
+$2.7K
34
+209%
清仓
FFIV
F5 INC
-$2.3K
0
-100%
清仓
HEI
HEICO CORP NEW
-$2.3K
0
-100%
清仓
DHR
DANAHER CORPORATION
-$2.0K
0
-100%
清仓
—
GSR III ACQUISITION CORP
-$1.9K
0
-100%
增持
ECL
ECOLAB INC
+$1.7K
16
+78%
建仓
—
GRAF GLOBAL CORP
+$1.7K
3,778
增持
MCO
MOODYS CORP
+$1.7K
8
+60%
清仓
REGN
REGENERON PHARMACEUTICALS
-$1.7K
0
-100%
建仓
PLYM
PLYMOUTH INDL REIT INC
+$1.6K
73
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.5K
31
+11%
清仓
WAT
WATERS CORP
-$1.5K
0
-100%
清仓
CPRT
COPART INC
-$1.4K
0
-100%
清仓
AYI
ACUITY INC
-$1.4K
0
-100%
增持
—
EATON CORP PLC
+$1.3K
31
+35%
清仓
MTD
METTLER TOLEDO INTERNATIONAL
-$1.2K
0
-100%
清仓
CHD
CHURCH & DWIGHT CO INC
-$1.1K
0
-100%
清仓
AME
AMETEK INC
-$1.1K
0
-100%
清仓
JKHY
HENRY JACK & ASSOC INC
-$1.0K
0
-100%
