StockDriftsStockDriftsTop 50 Longfellow Investment Management CO LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ET | ENERGY TRANSFER L P | 8.56% | 2.19M | $41.8M | +0.00%(+0) | $11.38(+84.93%) | 2026-06-30 | |
| WES | WESTERN MIDSTREAM PARTNERS L | 8.18% | 914.5K | $40.0M | +0.00%(+0) | $34.00(+43.89%) | 2026-06-30 | |
| EPD | ENTERPRISE PRODS PARTNERS L | 7.75% | 1.03M | $37.9M | +0.00%(+0) | $20.40(+90.67%) | 2026-06-30 | |
| MPLX | MPLX LP | 6.67% | 579.5K | $32.6M | +0.00%(+0) | $20.53(+189.75%) | 2026-06-30 | |
| PAA | PLAINS ALL AMERN PIPELINE L | 5.6% | 1.23M | $27.4M | +0.00%(+0) | $9.81(+143.53%) | 2026-06-30 | |
| HESM | HESS MIDSTREAM LP | 4.38% | 570.2K | $21.4M | +0.00%(+0) | $31.43(+28.95%) | 2026-06-30 | |
| CMCSA | COMCAST CORP NEW | 3.02% | 601.9K | $14.8M | +9.06%(+49.99K) | $29.04(-9.85%) | 2026-06-30 | |
| VZ | VERIZON COMMUNICATIONS INC | 2.71% | 312.6K | $13.2M | +0.00%(+0) | $43.15(+11.50%) | 2026-06-30 | |
| BX | BLACKSTONE INC | 2.65% | 110.1K | $13.0M | +0.00%(+0) | $135.58(+3.09%) | 2026-06-30 | |
| APD | AIR PRODUCTS AND CHEMICALS I | 2.12% | 35.3K | $10.4M | -0.24%(-84) | $266.79(+12.38%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.04% | +52.26% | +11.84% | +74.96% |
| Top 20 Holdings Unweighted | +11.11% | +37.18% | +8.81% | +52.50% |
Longfellow Investment Management CO LLC reports $489.09M in US-listed equity holdings across 244 positions in its most recent 13F filing. Its largest disclosed positions are ET (8.6%), WES (8.2%) and EPD (7.8%). The top 20 holdings account for 66.57% of reported assets. Its disclosed equity book has returned +52.26% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Longfellow Investment Management CO LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1167487). View Longfellow Investment Management CO LLC’s 13F filings on SEC