Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
LONGFELLOW INVESTMENT MANAGEMENT CO LLC (CIK 1167487) reported $479.8M across 230 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ET ($42.2M, 8.80%), EPD ($39.0M, 8.13%), WES ($37.7M, 7.85%), MPLX ($33.1M, 6.89%), PAA ($27.5M, 5.73%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ET | ENERGY TRANSFER L P | $42.2M | 8.80% | 2.2M | Trimmed |
| 2 | EPD | ENTERPRISE PRODS PARTNERS L | $39.0M | 8.13% | 1.0M | Trimmed |
| 3 | WES | WESTERN MIDSTREAM PARTNERS L | $37.7M | 7.85% | 914,525 | Trimmed |
| 4 | MPLX | MPLX LP | $33.1M | 6.89% | 579,453 | Trimmed |
| 5 | PAA | PLAINS ALL AMERN PIPELINE L | $27.5M | 5.73% | 1.2M | Trimmed |
| 6 | HESM | HESS MIDSTREAM LP | $22.2M | 4.62% | 570,158 | Added |
| 7 | CMCSA | COMCAST CORP NEW | $15.8M | 3.30% | 551,900 | Added |
| 8 | VZ | VERIZON COMMUNICATIONS INC | $15.7M | 3.27% | 312,614 | Added |
| 9 | BX | BLACKSTONE INC | $12.7M | 2.64% | 110,072 | Added |
| 10 | APD | AIR PRODUCTS AND CHEMICALS I | $10.3M | 2.15% | 35,430 | Added |
| 11 | CQP | CHENIERE ENERGY PARTNERS L P | $8.5M | 1.77% | 131,752 | Hold |
| 12 | PFE | PFIZER INC | $8.5M | 1.76% | 301,435 | Hold |
| 13 | KHC | KRAFT HEINZ CO | $8.4M | 1.75% | 372,872 | Added |
| 14 | INDA | ISHARES TR | $7.1M | 1.48% | 151,619 | New |
| 15 | BXMT | BLACKSTONE MORTGAGE TRUST IN | $6.1M | 1.28% | 320,000 | Hold |
| 16 | BMY | BRISTOL-MYERS SQUIBB CO | $6.1M | 1.27% | 100,282 | Trimmed |
| 17 | DEA | EASTERLY GOVT PPTYS INC | $6.0M | 1.26% | 281,503 | Hold |
| 18 | DIS | DISNEY WALT CO | $6.0M | 1.25% | 62,129 | Added |
| 19 | QCOM | QUALCOMM INC | $6.0M | 1.24% | 46,299 | Added |
| 20 | UPS | UNITED PARCEL SVCS INC | $5.7M | 1.20% | 58,361 | Added |
| 21 | BA | BOEING CO | $4.6M | 0.95% | 22,861 | Added |
| 22 | MSFT | MICROSOFT CORP | $4.4M | 0.92% | 11,944 | Added |
| 23 | MTN | VAIL RESORTS INC | $4.1M | 0.86% | 32,000 | New |
| 24 | PSA | PUBLIC STORAGE OPER CO | $3.6M | 0.75% | 13,330 | Hold |
| 25 | PPG | PPG INDS INC | $3.6M | 0.75% | 33,773 | Added |
Source: SEC Form 13F filings · as of 2026-03-31