13F filer
Longfellow Investment Management
13F Value
$489.1M
Positions
244
Top Position
ET8.6%
Top 5
36.8%
Latest filing changes
vs Mar 31, 2026Holdings244
| # | Trend (4Q) | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | ET | 8.6% | $41.8M | — | 2.19M | 8.8% | Partnership Unit | |
| 2 | WES | 8.2% | $40.0M | — | 914.5K | 7.8% | Partnership Unit | |
| 3 | EPD | 7.8% | $37.9M | — | 1.03M | 8.1% | Common Stock | |
| 4 | MPLX | 6.7% | $32.6M | — | 579.5K | 6.9% | Partnership Unit | |
| 5 | PAA | 5.6% | $27.4M | — | 1.23M | 5.7% | Partnership Unit | |
| 6 | HESM | 4.4% | $21.4M | — | 570.2K | 4.6% | Equity | |
| 7 | CMCSA | 3.0% | $14.8M | +9.1% | 601.9K | 3.3% | Common Stock | |
| 8 | VZ | 2.7% | $13.2M | — | 312.6K | 3.3% | Common Stock | |
| 9 | BXFiling details
|
2.6% | $13.0M | — | 110.1K | 2.6% | Common Stock | |
| 10 | APD | 2.1% | $10.4M | -0.2% | 35.3K | 2.1% | Common Stock | |
| 11 | INDA | 1.9% | $9.5M | +27.3% | 192.9K | 1.5% | ETF | |
| 12 | KHC | 1.8% | $8.8M | — | 372.9K | 1.7% | Common Stock | |
| 13 | CQP | 1.6% | $8.0M | — | 131.8K | 1.8% | Partnership Unit | |
| 14 | PFE | 1.5% | $7.3M | — | 301.4K | 1.8% | Common Stock | |
| 15 | DEAFiling details
|
1.4% | $7.0M | — | 281.5K | 1.3% | Common Stock | |
| 16 | UPS | 1.4% | $7.0M | +11.2% | 64.9K | 1.2% | Common Stock | |
| 17 | WU | 1.4% | $6.7M | NEW | 869.9K | — | Common Stock | |
| 18 | S | 1.3% | $6.5M | NEW | 385.5K | — | Common Stock | |
| 19 | DIS | 1.3% | $6.4M | +7.3% | 66.6K | 1.2% | Common Stock | |
| 20 | BMY | 1.2% | $5.8M | — | 100.3K | 1.3% | Common Stock |
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing29
Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.