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Portfolio (Quarterly) Guide ↗

LONGFELLOW INVESTMENT MANAGEMENT CO LLC

· CIK 0001167487
13F Portfolio $480M AUM 243 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 53 New 44 Added 34 Reduced 44 Exited
Page 1 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 CNQ CANADIAN NAT RES LTD Energy 464,721 $15.7M 3.55% SOLD
2 NVO NOVO-NORDISK A S Healthcare 49,800 $2.5M 0.57% SOLD
3 TGT TARGET CORP Consumer Defensive 11,319 $1.1M 0.25% SOLD
4 EQIX EQUINIX INC Real Estate 1,121 $859K 0.19% SOLD
5 GLW CORNING INC Technology 8,411 $736K 0.17% SOLD
6 SLB SLB LIMITED Energy 13,229 $508K 0.12% SOLD
7 HPQ HP INC Technology 22,635 $504K 0.11% SOLD
8 NEE NEXTERA ENERGY INC Utilities 6,256 $502K 0.11% SOLD
9 GPC GENUINE PARTS CO Consumer Cyclical 3,987 $490K 0.11% SOLD
10 HAL HALLIBURTON CO Energy 16,509 $467K 0.10% SOLD
11 PLD PROLOGIS INC. Real Estate 3,644 $465K 0.10% SOLD
12 D DOMINION ENERGY INC Utilities 7,239 $424K 0.10% SOLD
13 DLR DIGITAL RLTY TR INC Real Estate 2,532 $392K 0.09% SOLD
14 DOW DOW INC Basic Materials 14,973 $350K 0.08% SOLD
15 SNA SNAP ON INC Industrials 960 $331K 0.07% SOLD
16 AOS SMITH A O CORP Industrials 4,862 $325K 0.07% SOLD
17 CARR CARRIER GLOBAL CORPORATION Industrials 5,995 $317K 0.07% SOLD
18 LYB LYONDELLBASELL INDUSTRIES N Basic Materials 5,373 $233K 0.05% SOLD
19 CADENCE BANK 3,800 $163K 0.04% SOLD
20 DAYFORCE INC 2,158 $149K 0.03% SOLD
Page 1 of 3  ·  44 positions
Sector Allocation
Energy 47.8%
Financial Services 10.2%
Communication Services 9.3%
Technology 6.3%
Healthcare 5.7%
Real Estate 5.7%
Industrials 4.8%
Consumer Defensive 4.4%
Basic Materials 3.4%
Consumer Cyclical 2.2%