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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

LONGFELLOW INVESTMENT MANAGEMENT CO LLC

Quarter ended Q1 2023 · Filed February 9, 2023 · Accession 0001667731-23-000078

Total Value
$441.3M
Positions
276
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (276)

#IssuerTicker / CUSIPSharesValue% of Filing
1ENTERPRISE PRODS PARTNERS L2937921072,792,269$67.3M15.26%
2MPLX LPMPLXP1,316,775$43.2M9.80%
3ENERGY TRANSFER L PET-PI3,421,911$40.6M9.20%
4MAGELLAN MIDSTREAM PRTNRS LP559080106765,093$38.4M8.71%
5PLAINS ALL AMERN PIPELINE L7265031052,274,154$26.7M6.06%
6CRESTWOOD EQUITY PARTNERS LP226344208465,577$12.2M2.76%
7WESTERN MIDSTREAM PARTNERS LWES438,760$11.8M2.67%
8NEWMONT CORPNEMCL183,068$8.6M1.96%
9HESS MIDSTREAM LPHESM227,538$6.8M1.54%
10AGNICO EAGLE MINES LTDAEM121,629$6.3M1.43%
11BARRICK GOLD CORP067901108367,442$6.3M1.43%
12WHEATON PRECIOUS METALS CORPWPM80,000$4.2M0.96%
13VERIZON COMMUNICATIONS INCVZ84,311$3.3M0.75%
14ANZU SPECIAL ACQUISITIN CORP03737A200328,343$3.3M0.74%
15ROYAL GOLD INCRGLD28,392$3.2M0.73%
16APOLLO STRATEGIC GRWT CPTL IG0412A110312,500$3.1M0.71%
17NEW VISTA ACQUISITION CORPG6529L113293,926$3.0M0.67%
18ROSS ACQUISITION CORP IIG7641C122280,313$2.9M0.65%
19VALE S AVALE161,475$2.7M0.62%
20PRIVETERRA ACQUISITION CORP74275N201268,780$2.7M0.61%
21PETROLEO BRASILEIRO SA PETRO71654V408253,315$2.7M0.61%
22ARCTOS NORTHSTAR ACQUIS CORPG0477L118266,509$2.7M0.61%
23INTEL CORPINTC99,213$2.6M0.59%
24B2GOLD CORPBTG541,500$2.6M0.59%
25YAMANA GOLD INC98462Y100341,700$2.6M0.58%
26PAN AMERN SILVER CORP697900108115,100$2.5M0.58%
27THUNDER BRIDGE CAP PRTNRS II88605T209255,435$2.5M0.57%
28JPMORGAN CHASE & COVYLD18,431$2.5M0.56%
29LANDCADIA HOLDINGS IV INC51477A203235,509$2.4M0.53%
30TAILWIND INTERNATNAL ACQ CORG8662F127232,732$2.3M0.53%
31EXXON MOBIL CORPXOM21,176$2.3M0.53%
32CONSTELLATION ACQUISITN CORPG2R18K121225,571$2.3M0.52%
33ARROWROOT ACQUISITION CORP04282M201212,870$2.1M0.48%
34RMG ACQUISITION CORP IIIG76088114206,242$2.1M0.47%
35CHURCHILL CAPITAL CORP VII17144M201204,618$2.0M0.46%
36CITIGROUP INCC-PR45,027$2.0M0.46%
37CHEVRON CORP NEWCVX11,038$2.0M0.45%
38MASON INDUSTRIAL TECHNOLGY I57520Y205194,908$1.9M0.44%
39PONTEM CORPORATIONG71707114189,571$1.9M0.43%
40KADEM SUSTAINABLE IMPACT COR48284E204190,202$1.9M0.43%
41FUSION ACQUISITION CORP II36118N201187,429$1.9M0.43%
42JOHNSON & JOHNSONJNJ10,326$1.8M0.41%
43AT&T INCT-PC98,374$1.8M0.41%
44POWERED BRANDSG7209M124179,184$1.8M0.41%
45ASE TECHNOLOGY HLDG CO LTDASX284,718$1.8M0.40%
46COLONNADE ACQUISITION CORP IG2284B127173,157$1.7M0.39%
47BROADCOM INCAVGO3,071$1.7M0.39%
48MARLIN TECHNOLOGY CORPG58411128167,920$1.7M0.38%
49SSR MNG INCSSRGF106,777$1.7M0.38%
50MEDTRONIC PLCMDT21,314$1.7M0.38%
51AUTHENTIC EQUITY ACQUISTN COAHRO163,795$1.7M0.37%
52BLACK SPADE ACQUISITION COBIII-WT165,000$1.7M0.37%
53PFIZER INCPFE31,672$1.6M0.37%
54AMBEV SAABEV595,218$1.6M0.37%
55PNC FINL SVCS GROUP INC69347510510,061$1.6M0.36%
56INTERNATIONAL BUSINESS MACHSINTR11,136$1.6M0.36%
57CHURCHILL CAPITAL CORP VI17143W200153,878$1.5M0.35%
58ABBVIE INCABBV9,152$1.5M0.34%
59CISCO SYS INCCSCO30,249$1.4M0.33%
60CHURCHILL CAPITAL CORP V17144T206144,666$1.4M0.33%
61FTAC HERA ACQUISITION CORPG3728Y129137,980$1.4M0.32%
62NORTH ATLANTIC ACQUISITN CORG66139109135,192$1.4M0.31%
63TEXAS INSTRS INC8825081048,240$1.4M0.31%
64BLUERIVER ACQUISITION CORPG1261Q123135,000$1.4M0.31%
65RAYTHEON TECHNOLOGIES CORPRTX13,431$1.4M0.31%
66ALTRIA GROUP INCMO29,331$1.3M0.30%
67B RILEY PRIN 250 MERGER CORP05602L203128,011$1.3M0.29%
68PHILIP MORRIS INTL INC71817210912,186$1.2M0.28%
69AMGEN INCAMGN4,481$1.2M0.27%
70MERCK & CO INCMRK10,026$1.1M0.25%
71COCA COLA COKO17,461$1.1M0.25%
72US BANCORP DELUSB-PS25,275$1.1M0.25%
73HOME DEPOT INCHD3,470$1.1M0.25%
74GILEAD SCIENCES INCGILD12,614$1.1M0.25%
75PHILLIPS 66PSX10,211$1.1M0.24%
76CARNEY TECHNOLOGY ACQU CORP143636207105,299$1.1M0.24%
77COMCAST CORP NEWCCZ28,893$1.0M0.23%
78STATE STR CORPSTT-PG12,457$966,2890.22%
79NEWBURY STREET ACQUISITN COR65101L20395,579$955,7900.22%
80LOCKHEED MARTIN CORPLMT1,932$939,8990.21%
81PEPSICO INCPEP5,084$918,4750.21%
82PERIDOT ACQUISITION CORP IIG7008B11390,000$909,0000.21%
83WILLIAMS COS INC96945710027,357$900,0450.20%
84PRUDENTIAL FINL INCPUKPF9,018$896,9300.20%
85KINDER MORGAN INC DELEP-PC49,214$889,7890.20%
86JOYY INCJOYY27,824$878,9600.20%
87KERNEL GROUP HOLDINGS INCBEKE83,529$840,3020.19%
88CHUNGHWA TELECOM CO LTDCHT22,090$808,2730.18%
89ITAU UNIBANCO HLDG S A465562106171,583$808,1560.18%
90AFRICAN GOLD ACQUISITION CORG0112R11676,880$771,1060.17%
913M COMMM6,371$764,0100.17%
92BRISTOL-MYERS SQUIBB COCELG-RI10,614$763,6770.17%
93GOAL ACQUISITIONS CORP38021H20675,448$759,7610.17%
94DOW INCDOW14,973$754,4890.17%
95NORTHERN TR CORPNTRSO8,496$751,8110.17%
96TELEFONICA BRASIL SAVIV103,947$743,2210.17%
97CONCORD ACQUISITION CORP IICNDAW74,029$736,5890.17%
98SUSTAINABLE DEVELP ACQU I CO86934L20272,806$732,0640.17%
99BANK NEW YORK MELLON CORP06405810015,565$708,5190.16%
100D AND Z MEDIA ACQUISITION CO23305Q20570,000$699,3000.16%
101LIVE OAK MOBILITY ACQUISI CO53812620265,659$697,2990.16%
102TRUIST FINL CORP89832Q10915,939$685,8550.16%
103UNITED PARCEL SERVICE INCUPS3,944$685,6250.16%
104MARATHON PETE CORPMARA5,678$660,8620.15%
105QUALCOMM INCQCOM5,962$655,4620.15%
106PROLOGIS INC.PLDGP5,718$644,5900.15%
107KRAFT HEINZ COKHC15,231$620,0540.14%
108KIMBERLY-CLARK CORPKMB4,495$610,1960.14%
109TZP STRATEGIES ACQUISTN CORPG9159512760,000$607,8000.14%
110VALERO ENERGY CORPVLO4,682$593,9590.13%
111PRICE T ROWE GROUP INCTROW5,412$590,2330.13%
112COMPANIA CERVECERIAS UNIDAS20442910444,223$580,2060.13%
113FEDEX CORPFDX3,150$545,5800.12%
114WHIRLPOOL CORPWHR-PA3,781$534,8600.12%
115LINCOLN NATL CORP IND53418710917,334$532,5000.12%
116BANCO DE CHILE05952010625,547$531,8890.12%
117KEYCORP49326710830,194$525,9790.12%
118INTERNATIONAL PAPER CO46014610312,999$450,1550.10%
119LYONDELLBASELL INDUSTRIES NLYB5,373$446,1200.10%
120SOUTHERN COPPER CORPSCCO7,113$429,5540.10%
121CUMMINS INCCMI1,768$428,3690.10%
122HUNTINGTON BANCSHARES INCHBANP29,844$420,8000.10%
123DIGITAL RLTY TR INC2538681034,122$413,3130.09%
124SIMON PPTY GROUP INC NEW8288061093,404$399,9020.09%
125INTERNATIONAL FLAVORS&FRAGRA4595061013,746$392,7310.09%
126DOMINION ENERGY INCD6,360$389,9950.09%
127LAZARD GROWTH ACQUISITION COLAZ37,076$373,7260.08%
128PROCTER AND GAMBLE CO7427181092,412$365,5630.08%
129PARAMOUNT GLOBAL92556H20620,774$350,6650.08%
130CME GROUP INCCME2,081$349,9410.08%
131BAXTER INTL INC0718131096,796$346,3920.08%
132MOLSON COORS BEVERAGE COTAP-A6,678$344,0510.08%
133CROWN CASTLE INCCCI2,498$338,8290.08%
134WALGREENS BOOTS ALLIANCE INC9314271088,962$334,8200.08%
135AMERICAN TOWER CORP NEW03027X1001,580$334,7390.08%
136NEWELL BRANDS INCNWL25,122$328,5960.07%
137EDIFY ACQUISITION CORP28059Q20230,419$306,3190.07%
138AVALONBAY CMNTYS INCAWX1,879$303,4960.07%
139PUBLIC STORAGEPSA-PS1,073$300,6440.07%
140UDR INCUDR7,614$294,8900.07%
141BEST BUY INCBBY3,664$293,8890.07%
142EQUITY RESIDENTIALEQR4,860$286,7400.06%
143CORNING INCGLW8,857$282,8930.06%
144SL GREEN RLTY CORP78440X8878,076$272,3230.06%
145WP CAREY INC92936U1093,390$264,9290.06%
146COMERICA INC2003401073,959$264,6590.06%
147TIO TECH AG8T10C12225,000$251,5000.06%
148TARGET CORPTGT1,650$245,9160.06%
149JAWS MUSTANG ACQUISITION CORJWSWF23,780$240,6510.05%
150WATSCO INCWSO-B865$215,7310.05%
151OLD REP INTL CORP6802231048,694$209,9600.05%
152CITIZENS FINL GROUP INCCIA5,290$208,2670.05%
153BANCO SANTANDER BRASIL S ABSBR37,638$202,8690.05%
154FIDELITY NATL INFORMATION SV31620M1062,891$196,1540.04%
155FIFTH THIRD BANCORPFITBM5,679$186,3280.04%
156AMCOR PLCAMCCF15,069$179,4720.04%
157V F CORPVFC5,620$155,1680.04%
158CNA FINL CORP1261171003,646$154,1530.03%
159MSC INDL DIRECT INC5535301061,879$153,5140.03%
160DOUGLAS EMMETT INCDEI9,519$149,2580.03%
161ADVANCE AUTO PARTS INCAAP1,010$148,5000.03%
162EASTMAN CHEM COEMN1,780$144,9630.03%
163ATLANTIC COASTAL ACQUISTN CO04845320314,409$144,2340.03%
164BRASKEM S ABAK14,539$133,7590.03%
165CARTERS INCCRI1,722$128,4780.03%
166CIA ENERGETICA DE MINAS GERA20440960161,288$124,4150.03%
167OMEGA HEALTHCARE INVS INC6819361004,037$112,8340.03%
168LEGGETT & PLATT INCLEG3,357$108,1960.02%
169JUPITER ACQUISITION CORP48208220310,299$102,3720.02%
170KOHLS CORPKSS3,983$100,5710.02%
171OCA ACQUISITION CORP6708652039,799$100,4400.02%
172SCION TECH GROWTH IIG310701249,530$96,1580.02%
173HASBRO INCHAS1,550$94,5660.02%
174AROGO CAPITAL ACQUISITION CO0426441047,534$76,3190.02%
175UMPQUA HLDGS CORP9042141034,139$73,8810.02%
176ATLAS AIR WORLDWIDE HLDGS IN049164205711$71,6690.02%
177STORE CAP CORP8621211002,233$71,5900.02%
178PROFESSIONAL HLDG CORP7431391072,539$70,4320.02%
179HENNESSY CAPITAL INVST CORP42600H2076,677$66,0360.01%
180HEALTHWELL ACQUISITION CORP42227R2086,600$65,8020.01%
181COWEN INC2236226061,528$59,0110.01%
182IROBOT CORP4627261001,193$57,4190.01%
183HANESBRANDS INC4103451028,871$56,4200.01%
184SEASPINE HLDGS CORPSE5,866$48,9810.01%
185AGROFRESH SOLUTIONS INC00856G10912,307$36,4290.01%
186CORNER GROWTH ACQUISITION COG2425N1212,646$26,5660.01%
187FIRST HORIZON CORPORATIONFHN-PH741$18,1550.00%
188APPLE INCAAPL97$12,6030.00%
189MICROSOFT CORPMSFT51$12,2310.00%
190ALPHABET INCGOOG130$11,5350.00%
191BIOTE CORPBTMD35,499$10,6500.00%
192AMAZON COM INCAMZN110$9,2400.00%
193UNITEDHEALTH GROUP INCUNH14$7,4230.00%
194CHURCHILL CAPITAL CORP V17144T107720$7,1570.00%
195DISNEY WALT CO25468710680$6,9500.00%
196COMPUTE HEALTH ACQUISITIN CO20483311559,393$6,6730.00%
197NVIDIA CORPORATIONNVDA43$6,2840.00%
198MASTERCARD INCORPORATEDMA18$6,2590.00%
199COSTCO WHSL CORP NEW22160K10513$5,9350.00%
200VISA INCV28$5,8170.00%
201MCDONALDS CORPMCD22$5,7980.00%
202CC NEUBERGER PRINCIPAL HOLDNG1992N118507$5,1210.00%
203ORACLE CORPORCL-PD55$4,4960.00%
204PROGRESS ACQUISITION CORPPRG70,244$4,4040.00%
205ADOBE SYSTEMS INCORPORATEDADBE13$4,3750.00%
206CF ACQUISITION CORP IV12520T11055,886$4,3030.00%
207WALMART INCWMT29$4,1120.00%
208NIKE INCNKE30$3,5100.00%
209ACCENTURE PLC IRELANDACN13$3,4690.00%
210DANAHER CORPORATION23585110213$3,4500.00%
211AIR PRODS & CHEMS INCAIIR11$3,3910.00%
212AUTOMATIC DATA PROCESSING INADP14$3,3440.00%
213LINDE PLCLIN10$3,2620.00%
214UNION PAC CORPUNP14$2,8990.00%
215CVS HEALTH CORPCVS31$2,8890.00%
216EDWARDS LIFESCIENCES CORPEW38$2,8350.00%
217MARSH & MCLENNAN COS INC57174810217$2,8130.00%
218INTUITIVE SURGICAL INCISRG10$2,6540.00%
219GENERAL DYNAMICS CORPGD10$2,4810.00%
220AUTOZONE INCAZO1$2,4660.00%
221MONSTER BEVERAGE CORP NEWMNST24$2,4370.00%
222SELINA HOSPITALITY PLCG8059B11929,000$2,3200.00%
223FASTENAL COFAST47$2,2240.00%
224PAYCHEX INCPAYX18$2,0800.00%
225LILLY ELI & COLLY5$1,8290.00%
226LAUDER ESTEE COS INC5184391047$1,7370.00%
227COGNIZANT TECHNOLOGY SOLUTIOCTSH30$1,7160.00%
228EMERSON ELEC COEMR17$1,6700.00%
229L3HARRIS TECHNOLOGIES INCLHX8$1,6660.00%
230RESMED INCRSMDF8$1,6650.00%
231VEEVA SYS INCVEEV10$1,6140.00%
232EATON CORP PLCETN10$1,5700.00%
233INTUITINTU4$1,5570.00%
234GROVE COLLABORATIVE HOLD INCGROVW14,649$1,4650.00%
235METTLER TOLEDO INTERNATIONALMTD1$1,4450.00%
236REGENERON PHARMACEUTICALSREGN2$1,4430.00%
237IDEX CORP45167R1046$1,3700.00%
238ILLINOIS TOOL WKS INC4523081096$1,3220.00%
239ECOLAB INCECL9$1,3100.00%
240HORMEL FOODS CORPHRL28$1,2750.00%
241IDEXX LABS INC45168D1043$1,2240.00%
242GENUINE PARTS COGPC7$1,2150.00%
243EXPEDITORS INTL WASH INC30213010911$1,1430.00%
244GALLAGHER ARTHUR J & CO3635761096$1,1310.00%
245HEICO CORP NEWHEI-A7$1,0750.00%
246MONOLITHIC PWR SYS INC6098391053$1,0610.00%
247CHURCH & DWIGHT CO INCCHD13$1,0480.00%
248WATERS CORP9418481033$1,0280.00%
249CHEMED CORP NEWCHE2$1,0210.00%
250COPART INCCPRT16$9740.00%
251LULULEMON ATHLETICA INCLULU3$9610.00%
252WEST PHARMACEUTICAL SVSC INC9553061054$9410.00%
253NORTH ATLANTIC ACQUISITN CORG6613912545,064$9240.00%
254D R HORTON INC23331A10910$8910.00%
255ARISTA NETWORKS INCANET7$8490.00%
256AMETEK INCAME6$8380.00%
257ANALOG DEVICES INCADI5$8200.00%
258AFLAC INCAFL11$7910.00%
259MCCORMICK & CO INCMKC-V9$7650.00%
260AMPHENOL CORP NEW03209510110$7610.00%
261BROWN FORMAN CORPBF-B11$7360.00%
262SNAP ON INCSNA3$6850.00%
263GRACO INCGGG10$6730.00%
264CURTISS WRIGHT CORPCW4$6680.00%
265ACUITY BRANDS INCAYI4$6620.00%
266HENRY SCHEIN INCHSIC8$6390.00%
267MANHATTAN ASSOCIATES INCMANH5$6070.00%
268DONALDSON INCDCI10$5890.00%
269F5 INCFFIV4$5740.00%
270DEEP MEDICINE ACQUISITION COTRUG50$5310.00%
271HENRY JACK & ASSOC INC4262811013$5270.00%
272GENTEX CORPGNTX18$4910.00%
273WILLIAMS SONOMA INCWSM4$4600.00%
274APPRECIATE HOLDINGS INC03832J1146,485$1960.00%
275CUMULUS MEDIA INCCMLSQ3$190.00%
276ALPHA HEALTHCARE ACQU CORP I02073F2031$100.00%