LONGFELLOW INVESTMENT MANAGEMENT CO LLC
Top Portfolio Positions
195 positions ·
$468,950,175 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| ET |
Energy Transfer LP
Energy
|
2,188,737 | $42,242,624 | 9.01% |
| EPD |
Enterprise Products Partners L.P.
Energy
|
1,031,154 | $39,018,867 | 8.32% |
| WES |
Western Midstream Partners, LP
Energy
|
914,525 | $37,650,994 | 8.03% |
| MPLX |
Mplx LP
Energy
|
579,453 | $33,069,382 | 7.05% |
| PAA |
Plains All American Pipeline LP
Energy
|
1,230,349 | $27,473,693 | 5.86% |
| HESM |
Hess Midstream LP
Energy
|
570,158 | $22,162,041 | 4.73% |
| CMCSA |
Comcast Corp
Communication Services
|
551,900 | $15,845,049 | 3.38% |
| VZ |
Verizon Communications Inc
Communication Services
|
312,614 | $15,693,222 | 3.35% |
| BX |
Blackstone Inc.
Financial Services
|
110,072 | $12,657,179 | 2.70% |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
35,430 | $10,292,060 | 2.19% |
Portfolio Trend
Holdings in PLMK
Shares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,005 | 474 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,958 | 474 | Shares | Sole | 2026-02-11 | |
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