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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 Q2 2023 · Filed May 12, 2023 · Accession 0001667731-23-000210

Total Value
$437.0M
Positions
274
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (274)

#IssuerTicker / CUSIPSharesValue% of Filing
1ENTERPRISE PRODS PARTNERS L2937921072,792,269$72.3M16.55%
2MPLX LPMPLXP1,316,775$45.4M10.38%
3ENERGY TRANSFER L PET-PI3,421,911$42.7M9.76%
4MAGELLAN MIDSTREAM PRTNRS LP559080106765,093$41.5M9.50%
5PLAINS ALL AMERN PIPELINE L7265031052,274,154$28.4M6.49%
6UNITED STS NAT GAS FD LPUNTCW3,868,682$26.8M6.14%
7CRESTWOOD EQUITY PARTNERS LP226344208465,577$11.6M2.66%
8WESTERN MIDSTREAM PARTNERS LWES438,760$11.6M2.65%
9NEWMONT CORPNEMCL175,820$8.6M1.97%
10HESS MIDSTREAM LPHESM227,538$6.6M1.51%
11BARRICK GOLD CORP067901108283,668$5.3M1.21%
12VERIZON COMMUNICATIONS INCVZ117,425$4.6M1.04%
13INFOSYS LTDINFY177,829$3.1M0.71%
14INTEL CORPINTC81,920$2.7M0.61%
15PETROLEO BRASILEIRO SA PETRO71654V408253,315$2.6M0.60%
16VALE S AVALE161,475$2.5M0.58%
17PNC FINL SVCS GROUP INC69347510518,378$2.3M0.53%
18EXXON MOBIL CORPXOM21,176$2.3M0.53%
19ANZU SPECIAL ACQUISITIN CORP03737A200228,434$2.3M0.52%
20PAN AMERN SILVER CORP69790010890,500$2.2M0.51%
21B2GOLD CORPBTG415,100$2.2M0.51%
22YAMANA GOLD INC98462Y100276,500$2.2M0.50%
23THUNDER BRIDGE CAP PRTNRS II88605T209216,500$2.2M0.50%
24AMBEV SAABEV750,912$2.1M0.48%
25CITIGROUP INCC-PR45,027$2.1M0.48%
26TELEFONICA BRASIL SAVIV273,595$2.1M0.47%
27JPMORGAN CHASE & COVYLD15,705$2.0M0.47%
28MEDTRONIC PLCMDT25,190$2.0M0.46%
29JOHNSON & JOHNSONJNJ12,966$2.0M0.46%
30CHEVRON CORP NEWCVX12,239$2.0M0.46%
31US BANCORP DELUSB-PS55,097$2.0M0.45%
32AT&T INCT-PC98,374$1.9M0.43%
33INTERNATIONAL BUSINESS MACHSINTR14,012$1.8M0.42%
34LANDCADIA HOLDINGS IV INC51477A203165,509$1.7M0.38%
35TRUIST FINL CORP89832Q10947,374$1.6M0.37%
36PROCTER AND GAMBLE CO74271810910,810$1.6M0.37%
37CONSTELLATION ACQUISITN CORPG2R18K105146,971$1.5M0.35%
38BRISTOL-MYERS SQUIBB COCELG-RI21,331$1.5M0.34%
39HOME DEPOT INCHD4,985$1.5M0.34%
40SSR MINING INSSRGF97,098$1.5M0.34%
41ABBVIE INCABBV9,152$1.5M0.33%
42TAILWIND INTERNATNAL ACQ CORG8662F101142,732$1.4M0.33%
43TEXAS INSTRS INC8825081047,309$1.4M0.31%
44RAYTHEON TECHNOLOGIES CORPRTX13,431$1.3M0.30%
45RMG ACQUISITION CORP IIIG76088114129,542$1.3M0.30%
46ALTRIA GROUP INCMO29,331$1.3M0.30%
47PFIZER INCPFE31,672$1.3M0.30%
48BLACK SPADE ACQUISITION COBIII-WT125,000$1.3M0.29%
49PONTEM CORPORATIONG71707106124,571$1.3M0.29%
50FUSION ACQUISITION CORP II36118N201125,116$1.3M0.29%
51COMCAST CORP NEWCCZ33,253$1.3M0.29%
52ASE TECHNOLOGY HLDG CO LTDASX156,753$1.2M0.29%
53FIFTH THIRD BANCORPFITBM45,279$1.2M0.28%
54CITIZENS FINL GROUP INCCIA39,407$1.2M0.27%
55BANK AMERICA CORP06050510441,674$1.2M0.27%
56PHILIP MORRIS INTL INC71817210912,186$1.2M0.27%
57B RILEY PRIN 250 MERGER CORP05602L203115,511$1.2M0.27%
58CHURCHILL CAPITAL CORP VII17144M201114,618$1.2M0.27%
59PEPSICO INCPEP6,257$1.1M0.26%
60BROADCOM INCAVGO1,710$1.1M0.25%
61ARROWROOT ACQUISITION CORP04282M102107,274$1.1M0.25%
62AMGEN INCAMGN4,481$1.1M0.25%
63COCA COLA COKO17,461$1.1M0.25%
64MERCK & CO INCMRK10,026$1.1M0.24%
65CHURCHILL CAPITAL CORP VI17143W200103,878$1.1M0.24%
66GILEAD SCIENCES INCGILD12,614$1.0M0.24%
67PHILLIPS 66PSX10,211$1.0M0.24%
68CISCO SYS INCCSCO19,467$1.0M0.23%
69BLUERIVER ACQUISITION CORPG1261Q123100,000$1.0M0.23%
70ULTRAPAR PARTICIPACOES SAUGP346,766$946,6710.22%
71WILLIAMS COS INC96945710030,976$924,9430.21%
72UNION PAC CORPUNP4,585$922,7770.21%
73LOCKHEED MARTIN CORPLMT1,932$913,3140.21%
74CHURCHILL CAPITAL CORP V17144T10787,886$885,8910.20%
75UNITED PARCEL SERVICE INCUPS4,545$881,6850.20%
76SOCIEDAD QUIMICA Y MINERA DE83363510510,843$878,9340.20%
77JOYY INCJOYY27,824$867,5520.20%
78CHUNGHWA TELECOM CO LTDCHT22,090$863,7190.20%
79KINDER MORGAN INC DELEP-PC49,214$861,7370.20%
80ITAU UNIBANCO HLDG S A465562106171,583$835,6090.19%
81DOW INCDOW14,973$820,8200.19%
82MARATHON PETE CORPMARA5,678$765,5650.18%
83QUALCOMM INCQCOM5,962$760,6320.17%
84NORTHERN TR CORPNTRSO8,496$748,7520.17%
85PRUDENTIAL FINL INCPUKPF9,018$746,1490.17%
86BLUESCAPE OPPORTUNITIES ACQUG1195N12172,312$724,5660.17%
87PROLOGIS INC.PLDGP5,718$713,4350.16%
88COMPANIA CERVECERIAS UNIDAS20442910444,223$691,2050.16%
89LINCOLN NATL CORP IND53418710930,717$690,2110.16%
903M COMMM6,371$669,6560.15%
91VALERO ENERGY CORPVLO4,682$653,6070.15%
92KIMBERLY-CLARK CORPKMB4,495$603,3190.14%
93KRAFT HEINZ COKHC15,231$588,9830.13%
94CONCORD ACQUISITION CORP IICNDAW55,298$562,3810.13%
95AMERICAN TOWER CORP NEW03027X1002,742$560,3000.13%
96INTERNATIONAL FLAVORS&FRAGRA4595061016,074$558,5650.13%
97BAXTER INTL INC07181310913,721$556,5240.13%
98COLGATE PALMOLIVE COCL7,341$551,6760.13%
99CORNING INCGLW15,579$549,6270.13%
100DOMINION ENERGY INCD9,810$548,4770.13%
101TARGET CORPTGT3,309$548,0700.13%
102SOUTHERN COPPER CORPSCCO7,113$542,3660.12%
103LYONDELLBASELL INDUSTRIES NLYB5,373$504,4710.12%
104WHIRLPOOL CORPWHR-PA3,781$499,1680.11%
105BANCO DE CHILE05952010625,547$498,6770.11%
106BANK NEW YORK MELLON CORP06405810010,798$490,6610.11%
107STATE STR CORPSTT-PG6,225$471,1700.11%
108INTERNATIONAL PAPER CO46014610312,999$468,7440.11%
109PRICE T ROWE GROUP INCTROW4,144$467,8580.11%
110PARAMOUNT GLOBAL92556H20620,774$463,4680.11%
111BLUE WHALE ACQUISITION CORPG1330M11145,073$451,1810.10%
112WALGREENS BOOTS ALLIANCE INC93142710812,992$449,2630.10%
113CUMMINS INCCMI1,768$422,3400.10%
114JAWS MUSTANG ACQUISITION CORJWSWF41,660$417,8500.10%
115DIGITAL RLTY TR INC2538681034,122$405,2340.09%
116SIMON PPTY GROUP INC NEW8288061093,404$381,1460.09%
117KEYCORP49326710830,194$378,0290.09%
118CIA ENERGETICA DE MINAS GERA204409601168,011$376,3450.09%
119KELLOGG COBEKE5,564$372,5650.09%
120MOLSON COORS BEVERAGE COTAP-A6,678$345,1190.08%
121CROWN CASTLE INCCCI2,498$334,3320.08%
122HUNTINGTON BANCSHARES INCHBANP29,844$334,2530.08%
123FOREST ROAD ACQUISITION COR34619V20232,891$328,5810.08%
124PUBLIC STORAGEPSA-PS1,073$324,1960.07%
125OSIRIS ACQUISITION CORP68829A20232,000$320,0030.07%
126AVALONBAY CMNTYS INCAWX1,879$315,7850.07%
127PROSPECTOR CAPITAL CORPG7273A12131,591$315,2750.07%
128UDR INCUDR7,614$312,6310.07%
129TRAILBLAZER MERGER CORP ITBMC30,000$302,7000.07%
130NORTHERN STAR INVSTMNT CORPNTRSO30,000$300,3000.07%
131FOUR LEAF ACQUISITION CORP35088F20629,000$297,2500.07%
132EQUITY RESIDENTIALEQR4,860$291,6000.07%
133BEST BUY INCBBY3,664$286,7810.07%
134PIVOTAL INVESTMENT CORP III72582M20522,136$219,5890.05%
135BANCO SANTANDER BRASIL S ABSBR37,638$199,8580.05%
136ADVANCE AUTO PARTS INCAAP1,641$199,5620.05%
137COMERICA INC2003401073,959$171,9000.04%
138AMCOR PLCAMCCF15,069$171,4850.04%
139EASTMAN CHEM COEMN1,780$150,1250.03%
140ROSECLIFF ACQUISITION CORP I77732R20214,441$144,1210.03%
141CNA FINL CORP1261171003,646$142,3030.03%
142V F CORPVFC5,620$128,7540.03%
143CARTERS INCCRI1,722$123,8460.03%
144CONYERS PARK III ACQSITN COR21289P20111,726$119,7220.03%
145SENIOR CONNECT ACQUISITN CORSNIRF11,199$112,5500.03%
146LEGGETT & PLATT INCLEG3,357$107,0210.02%
147KOHLS CORPKSS3,983$93,7600.02%
148FTAC EMERALD ACQUISITION COR29103K2099,084$92,7480.02%
149AXONPRIME INFRSTCTR AQSTN CO05467C2078,319$84,3550.02%
150HENNESSY CAPITAL INVST CORP42600H2078,075$81,9610.02%
151HEALTHWELL ACQUISITION CORP42227R2087,717$78,5590.02%
152TRAVELCENTERS OF AMERICA INC89421B109818$70,7570.02%
153AFRICAN GOLD ACQUISITION CORG0112R1086,880$70,5890.02%
154DCP MIDSTREAM LP23311P1001,659$69,2130.02%
155FOCUS FINL PARTNERS INC34417P1001,328$68,8830.02%
156JUPITER ACQUISITION CORP4820822036,508$65,7310.02%
157ATLANTIC COASTAL ACQUISTN CO0484531044,275$43,2630.01%
158IROBOT CORP462726100893$38,9710.01%
159GORES HOLDINGS IX INC38287A2003,788$38,8650.01%
160AGROFRESH SOLUTIONS INC00856G10912,307$36,9210.01%
161TREAN INS GROUP INC89457R1015,757$35,2330.01%
162MOMENTIVE GLOBAL INC60878Y1083,723$34,6980.01%
163RADIUS GLOBAL INFRASTRCTRE I7504811032,357$34,5770.01%
164NUVASIVE INCNU801$33,0890.01%
165MALVERN BANCORP INC5614091031,927$29,2810.01%
166SUSTAINABLE DEVELP ACQU I CO86934L2022,806$28,6210.01%
167SALISBURY BANCORP INC7952261091,151$27,7390.01%
168LUTHER BURBANK CORP5505501072,839$26,9140.01%
169COMPUTE HEALTH ACQUISITIN CO20483311549,203$19,6810.00%
170MAXAR TECHNOLOGIES INC57778K105344$17,5650.00%
171SUMO LOGIC INC86646P1031,462$17,5150.00%
172MARBLEGATE ACQUISITION CORP56608A2041,600$16,1920.00%
173APPLE INCAAPL97$15,9950.00%
174MICROSOFT CORPMSFT51$14,7030.00%
175ALPHABET INCGOOG130$13,5200.00%
176FIRST HORIZON CORPORATIONFHN-PH741$13,1750.00%
177NVIDIA CORPORATIONNVDA43$11,9440.00%
178AMAZON COM INCAMZN110$11,3620.00%
179OPY ACQUISITION CORP I671005205841$8,4690.00%
180DISNEY WALT CO25468710680$8,0100.00%
181PONTEM CORPORATIONG7170712241,523$7,1290.00%
182UNITEDHEALTH GROUP INCUNH14$6,6160.00%
183REVELSTONE CAPITAL ACQSTN CO76137R205641$6,5900.00%
184MASTERCARD INCORPORATEDMA18$6,5410.00%
185COSTCO WHSL CORP NEW22160K10513$6,4590.00%
186ARROWROOT ACQUISITION CORP04282M11053,636$6,4420.00%
187VISA INCV28$6,3130.00%
188MCDONALDS CORPMCD22$6,1510.00%
189BIOTE CORPBTMD12,999$5,4920.00%
190CF ACQUISITION CORP IV12520T102508$5,2430.00%
191CC NEUBERGER PRINCIPAL HOLDNG1992N118507$5,2420.00%
192ORACLE CORPORCL-PD55$5,1110.00%
193ADOBE SYSTEMS INCORPORATEDADBE13$5,0100.00%
194CONSTELLATION ACQUISITN CORPG2R18K11348,989$4,6540.00%
195APOLLO STRATEGIC GRWT CPTL IG0412A12844,500$4,3430.00%
196WALMART INCWMT29$4,2760.00%
197CHURCHILL CAPITAL CORP V17144T11521,791$4,0710.00%
198ACCENTURE PLC IRELANDACN13$3,7160.00%
199CF ACQUISITION CORP IV12520T11036,891$3,6890.00%
200NIKE INCNKE30$3,6790.00%
201PRIVETERRA ACQUISITION CORP74275N11064,891$3,5690.00%
202LINDE PLCLIN10$3,5540.00%
203DANAHER CORPORATION23585110213$3,2770.00%
204AIR PRODS & CHEMS INCAIIR11$3,1590.00%
205EDWARDS LIFESCIENCES CORPEW38$3,1440.00%
206AUTOMATIC DATA PROCESSING INADP14$3,1170.00%
207CME GROUP INCCME15$2,8730.00%
208MARSH & MCLENNAN COS INC57174810217$2,8310.00%
209MONSTER BEVERAGE CORP NEWMNST48$2,5920.00%
210INTUITIVE SURGICAL INCISRG10$2,5550.00%
211FASTENAL COFAST47$2,5350.00%
212AUTOZONE INCAZO1$2,4580.00%
213CVS HEALTH CORPCVS31$2,3040.00%
214GENERAL DYNAMICS CORPGD10$2,2820.00%
215PAYCHEX INCPAYX18$2,0630.00%
216VEEVA SYS INCVEEV10$1,8380.00%
217COGNIZANT TECHNOLOGY SOLUTIOCTSH30$1,8280.00%
218PROGRESS ACQUISITION CORPPRG32,744$1,8010.00%
219ROSS ACQUISITION CORP IIG7641C1146,859$1,7970.00%
220INTUITINTU4$1,7830.00%
221RESMED INCRSMDF8$1,7520.00%
222LAUDER ESTEE COS INC5184391047$1,7250.00%
223LILLY ELI & COLLY5$1,7170.00%
224EATON CORP PLCETN10$1,7130.00%
225REGENERON PHARMACEUTICALSREGN2$1,6430.00%
226L3HARRIS TECHNOLOGIES INCLHX8$1,5700.00%
227METTLER TOLEDO INTERNATIONALMTD1$1,5300.00%
228EMERSON ELEC COEMR17$1,5250.00%
229MONOLITHIC PWR SYS INC6098391053$1,5020.00%
230IDEXX LABS INC45168D1043$1,5000.00%
231ECOLAB INCECL9$1,4900.00%
232ILLINOIS TOOL WKS INC4523081096$1,4610.00%
233WEST PHARMACEUTICAL SVSC INC9553061054$1,3860.00%
234IDEX CORP45167R1046$1,3860.00%
235EXPEDITORS INTL WASH INC30213010911$1,2110.00%
236COPART INCCPRT16$1,2030.00%
237HEICO CORP NEWHEI-A7$1,1970.00%
238ARISTA NETWORKS INCANET7$1,1750.00%
239GENUINE PARTS COGPC7$1,1710.00%
240CHURCH & DWIGHT CO INCCHD13$1,1490.00%
241GALLAGHER ARTHUR J & CO3635761096$1,1480.00%
242HORMEL FOODS CORPHRL28$1,1170.00%
243LULULEMON ATHLETICA INCLULU3$1,0930.00%
244CHEMED CORP NEWCHE2$1,0760.00%
245BRIDGETOWN HOLDINGS LTDG1355U105100$1,0120.00%
246ANALOG DEVICES INCADI5$9860.00%
247D R HORTON INC23331A10910$9770.00%
248WATERS CORP9418481033$9290.00%
249SILVERBOX CORP III82836N20690$9050.00%
250AMETEK INCAME6$8720.00%
251AMPHENOL CORP NEW03209510110$8170.00%
252MANHATTAN ASSOCIATES INCMANH5$7740.00%
253MCCORMICK & CO INCMKC-V9$7710.00%
254SNAP ON INCSNA3$7410.00%
255ACUITY BRANDS INCAYI4$7310.00%
256GRACO INCGGG10$7300.00%
257BROWN FORMAN CORPBF-B11$7220.00%
258AFLAC INCAFL11$7100.00%
259CURTISS WRIGHT CORPCW4$7050.00%
260DONALDSON INCDCI10$6530.00%
261HENRY SCHEIN INCHSIC8$6520.00%
262WATSCO INCWSO-B2$6360.00%
263F5 INCFFIV4$5830.00%
264NEWBURY STREET ACQUISITN COR65101L11212,190$5470.00%
265GENTEX CORPGNTX18$5050.00%
266WILLIAMS SONOMA INCWSM4$4870.00%
267HENRY JACK & ASSOC INC4262811013$4520.00%
268AEQUI ACQUISITION CORP00775W20119$1900.00%
269ATLANTIC COASTAL ACQUISTN CO0484531121,425$710.00%
270GROVE COLLABORATIVE HOLD INCGROVW650$350.00%
271APPRECIATE HOLDINGS INC03832J1141,555$330.00%
272ALPHA HEALTHCARE ACQU CORP I02073F2031$100.00%
273COLUMBIA BKG SYS INC1972361022,466$00.00%
274SEACOAST BKG CORP FLASE2,262$00.00%