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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 3 of 3  ·  53 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PRESIDIO PRODTN CO 390.0 $4K 0.00% NEW $11.02
42 D. BORAL ARC ACQ I CORP. 4,113.0 $2K 0.00% NEW $0.59
43 FGMC FG MERGER II CORP Financial Services 180.0 $2K NEW $10.10 +3.6%
44 LEGATO MERGER CORP III 2,971.0 $1K NEW $0.50
45 RNA ATRIUM THERAPEUTICS INC Healthcare 107.0 $1K NEW $13.37 -7.5%
46 RYN RAYONIER INC Real Estate 69.0 $1K NEW $20.62 +6.3%
47 SOULPOWER ACQUISITION CORP 980.0 $176.0 NEW $0.18
48 VSNT VERSANT MEDIA GROUP INC Industrials 4.0 $163.0 NEW $40.75 -1.6%
49 PRESIDIO PRODTN CO 130.0 $105.0 NEW $0.81
50 FACT II ACQUISITION CORP 238.0 $95.0 NEW $0.40
51 FG MERGER II CORP 180.0 $77.0 NEW $0.43
52 ROMAN DBDR ACQUISITION CORP 227.0 $48.0 NEW $0.21
53 GALATA ACQUISITION CORP II 145.0 $44.0 NEW $0.30
Page 3 of 3  ·  53 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%