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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 37
增持 43
减持 34
清仓 36
方向
标的
Δ市值
现股数(环比)
清仓
CNQ
CANADIAN NAT RES LTD
-$15.7M
0
-100%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$11.9M
1,031,154
-35%
增持
BX
BLACKSTONE INC
+$11.3M
110,072
+1148%
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
APD
AIR PRODUCTS AND CHEMICALS I
+$8.0M
35,430
+276%
减持
MPLX
MPLX LP
-$7.8M
579,453
-24%
增持
CMCSA
COMCAST CORP NEW
+$7.7M
551,900
+102%
减持
ET
ENERGY TRANSFER L P
-$7.7M
2,188,737
-28%
增持
KHC
KRAFT HEINZ CO
+$7.7M
372,872
+1191%
建仓
INDA
ISHARES TR
+$7.1M
151,619
增持
VZ
VERIZON COMMUNICATIONS INC
+$6.7M
312,614
+41%
减持
WES
WESTERN MIDSTREAM PARTNERS L
-$5.4M
914,525
-16%
增持
UPS
UNITED PARCEL SVCS INC
+$4.9M
58,361
+589%
增持
QCOM
QUALCOMM INC
+$4.6M
46,299
+469%
增持
MSFT
MICROSOFT CORP
+$4.4M
11,944
+20144%
建仓
MTN
VAIL RESORTS INC
+$4.1M
32,000
增持
HESM
HESS MIDSTREAM LP
+$4.0M
570,158
+9%
增持
DIS
DISNEY WALT CO
+$3.1M
62,129
+149%
建仓
SAP
SAP SE
+$3.1M
17,840
清仓
NVO
NOVO-NORDISK A S
-$2.5M
0
-100%
建仓
SE
SEA LTD
+$2.1M
25,243
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$2.0M
100,282
-33%
建仓
COF
CAPITAL ONE FINL CORP
+$1.9M
10,406
增持
ORCL
ORACLE CORP
+$1.8M
12,402
+28086%
增持
PPG
PPG INDS INC
+$1.6M
33,773
+74%
增持
ADBE
ADOBE INC
+$1.6M
12,662
+195%
增持
ABT
ABBOTT LABORATORIES
+$1.4M
20,739
+240%
减持
—
EXXON MOBIL CORP
-$1.4M
61
-99%
增持
BA
BOEING CO
+$1.3M
22,861
+51%
减持
VALE
VALE S A
-$1.2M
117,982
-51%
建仓
DEO
DIAGEO PLC
+$1.2M
16,655
减持
LMT
LOCKHEED MARTIN CORP
-$1.2M
10
-100%
减持
PAA
PLAINS ALL AMERN PIPELINE L
-$1.2M
1,230,349
-23%
建仓
SCHW
SCHWAB CHARLES CORP
+$1.1M
12,044
清仓
TGT
TARGET CORP
-$1.1M
0
-100%
增持
BLK
BLACKROCK INC
+$993.3K
2,355
+98%
建仓
FDS
FACTSET RESH SYS INC
+$868.0K
4,000
清仓
EQIX
EQUINIX INC
-$858.9K
0
-100%
增持
PG
PROCTER & GAMBLE CO
+$827.4K
15,920
+55%
清仓
GLW
CORNING INC
-$736.5K
0
-100%
增持
AIG
AMERICAN INTL GROUP INC
+$735.1K
26,216
+81%
增持
TRV
TRAVELERS COMPANIES INC
+$730.3K
4,249
+142%
减持
CL
COLGATE PALMOLIVE CO
-$660.1K
78
-99%
减持
KMI
KINDER MORGAN INC DEL
-$634.6K
21,359
-57%
增持
WY
WEYERHAEUSER CO
+$591.1K
137,073
+18%
增持
WM
WASTE MGMT INC DEL
+$581.3K
7,606
+43%
增持
DELL
DELL TECHNOLOGIES INC
+$558.6K
10,326
+14%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$552.9K
8,264
+69%
增持
IBN
ICICI BANK LIMITED
+$537.2K
115,081
+40%
清仓
SLB
SLB LIMITED
-$507.7K
0
-100%
清仓
HPQ
HP INC
-$504.3K
0
-100%
清仓
NEE
NEXTERA ENERGY INC
-$502.2K
0
-100%
建仓
FERG
FERGUSON ENTERPRISES INC
+$495.7K
2,125
减持
CMI
CUMMINS INC
-$495.6K
1,243
-46%
清仓
GPC
GENUINE PARTS CO
-$490.2K
0
-100%
增持
WFC
WELLS FARGO & CO
+$480.1K
24,036
+56%
增持
T
AT&T INC
+$474.0K
53,619
+23%
减持
MRK
MERCK & CO INC
-$467.6K
6,257
-46%
减持
RTX
RTX CORPORATION
-$466.9K
3,648
-43%
清仓
HAL
HALLIBURTON CO
-$466.5K
0
-100%
清仓
PLD
PROLOGIS INC.
-$465.2K
0
-100%
增持
TMUS
T-MOBILE US INC
+$457.6K
3,997
+112%
增持
ZTS
ZOETIS INC
+$457.6K
3,907
+11391%
减持
MCD
MCDONALDS CORP
-$456.8K
2,269
-40%
增持
STT
STATE STR CORP
+$442.7K
7,575
+89%
增持
MRSH
MARSH & MCLENNAN COS INC
+$424.3K
8,803
+48%
清仓
D
DOMINION ENERGY INC
-$424.1K
0
-100%
清仓
DLR
DIGITAL RLTY TR INC
-$391.7K
0
-100%
减持
PEP
PEPSICO INC
-$371.0K
4,601
-39%
清仓
DOW
DOW INC
-$350.1K
0
-100%
增持
JPM
JPMORGAN CHASE & CO
+$337.7K
6,281
+34%
增持
HD
HOME DEPOT INC
+$335.3K
7,027
+22%
清仓
SNA
SNAP ON INC
-$330.8K
0
-100%
清仓
AOS
SMITH A O CORP
-$325.2K
0
-100%
减持
ITW
ILLINOIS TOOL WKS INC
-$320.2K
17
-99%
清仓
CARR
CARRIER GLOBAL CORPORATION
-$316.8K
0
-100%
减持
PBR
PETROLEO BRASILEIRO S A
+$288.4K
118,010
-35%
减持
HON
HONEYWELL INTL INC
-$287.7K
3,778
-35%
减持
NOC
NORTHROP GRUMMAN CORP
-$278.6K
1,086
-39%
增持
PRU
PRUDENTIAL FINL INC
+$262.8K
13,110
+45%
增持
CSCO
CISCO SYS INC
+$249.8K
19,781
+19%
减持
OKE
ONEOK INC NEW
-$241.0K
7,877
-39%
清仓
—
LYONDELLBASELL INDUSTRIES N
-$232.7K
0
-100%
增持
BAC
BANK AMERICA CORP
+$231.8K
36,347
+30%
增持
C
CITIGROUP INC
+$213.6K
14,317
+18%
增持
OTIS
OTIS WORLDWIDE CORP
+$192.2K
11,115
+46%
增持
HDB
HDFC BANK LTD
+$174.0K
110,328
+57%
减持
CLX
CLOROX CO DEL
-$172.5K
3,918
-32%
减持
HPE
HEWLETT PACKARD ENTERPRISE C
-$172.5K
46,169
-13%
减持
JNJ
JOHNSON & JOHNSON
-$170.7K
3,152
-31%
减持
CVX
CHEVRON CORPORATION
-$167.5K
7,916
-33%
清仓
CADE
CADENCE BANK
-$162.8K
0
-100%
增持
NSC
NORFOLK SOUTHN CORP
+$159.7K
3,695
+18%
清仓
—
DAYFORCE INC
-$149.2K
0
-100%
减持
GILD
GILEAD SCIENCES INC
-$142.2K
5,217
-26%
清仓
—
SOHO HOUSE & CO INC
-$114.2K
0
-100%
清仓
—
GUESS INC
-$110.4K
0
-100%
建仓
EA
ELECTRONIC ARTS INC
+$108.9K
534
减持
UNP
UNION PAC CORP
-$92.1K
5,830
-10%
清仓
ZEUS
OLYMPIC STEEL INC
-$89.8K
0
-100%
清仓
—
D. BORAL ARC ACQ I CORP.
-$83.9K
0
-100%
建仓
—
MOUNTAIN LAKE ACQUISIT CORP
+$83.6K
8,414
建仓
—
ART TECHNOLOGY ACQUISITION C
+$82.4K
8,328
建仓
—
CALISA ACQUISITION CORP
+$78.4K
7,860
清仓
—
AVIDITY BIOSCIENCES INC
-$77.3K
0
-100%
建仓
IMXI
INTERNATIONAL MONEY EXPRESS
+$77.0K
4,871
建仓
—
MASIMO CORP
+$76.3K
429
建仓
—
STELLAR BANCORP INC
+$76.1K
2,079
清仓
MBCN
MIDDLEFIELD BANC CORP
-$76.0K
0
-100%
建仓
—
SELECT MED HLDGS CORP
+$75.9K
4,660
清仓
FRGE
FORGE GLOBAL HOLDINGS INC
-$75.8K
0
-100%
建仓
—
VERIS RESIDENTIAL INC
+$75.7K
4,013
建仓
OLPX
OLAPLEX HLDGS INC
+$75.7K
37,288
建仓
—
TRI POINTE HOMES INC
+$75.2K
1,610
建仓
NATH
NATHANS FAMOUS INC
+$75.1K
746
建仓
AFBI
AFFINITY BANCSHARES INC
+$74.9K
3,367
建仓
—
APELLIS PHARMACEUTICALS INC
+$74.8K
1,860
建仓
TALK
TALKSPACE INC
+$74.3K
14,350
建仓
NFBK
NORTHFIELD BANCORP INC DEL
+$74.0K
5,467
减持
—
LIONHEART HOLDINGS
-$74.0K
550
-93%
减持
EOG
EOG RES INC
-$73.6K
7,457
-32%
建仓
CCO
CLEAR CHANNEL OUTDOOR HLDGS
+$73.5K
31,006
建仓
—
CLEARWATER ANALYTICS HLDGS I
+$73.5K
3,106
增持
PAYX
PAYCHEX INC
+$73.4K
4,288
+50%
建仓
PEN
PENUMBRA INC
+$73.2K
223
清仓
PCH
POTLATCHDELTIC CORPORATION
-$71.7K
0
-100%
清仓
—
TRUECAR INC
-$70.5K
0
-100%
建仓
UNF
UNIFIRST CORP MASS
+$65.4K
260
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$50.7K
1,994
-21%
减持
EMR
EMERSON ELEC CO
-$50.1K
10,393
-2%
减持
COP
CONOCOPHILLIPS
+$49.4K
10,491
-26%
建仓
—
ILLUMINATION ACQUISITIO CORP
+$39.0K
3,933
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$38.7K
2,059
+39%
清仓
CCRN
CROSS CTRY HEALTHCARE INC
-$32.2K
0
-100%
增持
ARES
ARES MANAGEMENT CORPORATION
+$30.2K
7,309
+54%
建仓
TU
TELUS CORPORATION
+$29.6K
2,311
减持
SUN
SUNOCO LP/SUNOCO FIN CORP
-$28.7K
22
-96%
增持
BHF
BRIGHTHOUSE FINL INC
+$20.4K
1,575
+38%
减持
—
JANUS HENDERSON GROUP PLC
-$18.3K
1,131
-30%
建仓
HBT
HBT FINL INC.
+$17.3K
647
建仓
—
LEGATO MERGER CORP III
+$10.4K
942
清仓
—
SOULPOWER ACQUISITION CORP
-$10.1K
0
-100%
建仓
—
SOULPOWER ACQUISITION CORP
+$10.0K
980
建仓
—
D. BORAL ARC ACQ I CORP.
+$9.8K
966
清仓
ESHA
ESH ACQUISITION CORP
-$9.0K
0
-100%
建仓
NFLX
NETFLIX INC.
+$8.8K
91
清仓
—
PB BANKSHARES INC
-$5.4K
0
-100%
清仓
FORL
FOUR LEAF ACQUISITION CORP
-$5.0K
0
-100%
清仓
—
FACT II ACQUISITION CORP
-$5.0K
0
-100%
清仓
—
CAYSON ACQUISITION CORP
-$5.0K
0
-100%
建仓
—
FACT II ACQUISITION CORP
+$5.0K
476
