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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 Q3 2023 · Filed August 4, 2023 · Accession 0001667731-23-000352

Total Value
$435.5M
Positions
271
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (271)

#IssuerTicker / CUSIPSharesValue% of Filing
1ENTERPRISE PRODS PARTNERS L2937921072,792,269$73.6M16.90%
2MPLX LPMPLXP1,316,775$44.7M10.26%
3ENERGY TRANSFER L PET-PI3,421,911$43.5M9.98%
4PLAINS ALL AMERN PIPELINE L7265031052,274,154$32.1M7.36%
5MAGELLAN MIDSTREAM PRTNRS LP559080106479,620$29.9M6.86%
6WESTERN MIDSTREAM PARTNERS LWES514,687$13.6M3.13%
7CRESTWOOD EQUITY PARTNERS LP226344208511,977$13.6M3.11%
8HESS MIDSTREAM LPHESM430,289$13.2M3.03%
9SOUTHWEST GAS HLDGS INCSWX171,000$10.9M2.50%
10COTERRA ENERGY INCCTRA391,083$9.9M2.27%
11CHENIERE ENERGY PARTNERS LPLNG140,916$6.5M1.49%
12UNITED STS NAT GAS FD LPUNTCW748,649$5.6M1.28%
13NEWMONT CORPNEMCL120,843$5.2M1.18%
14VERIZON COMMUNICATIONS INCVZ131,695$4.9M1.12%
15PFIZER INCPFE109,882$4.0M0.93%
16PETROLEO BRASILEIRO SA PETRO71654V408253,315$3.5M0.80%
17INTERNATIONAL PAPER CO460146103104,637$3.3M0.76%
18INFOSYS LTDINFY203,959$3.3M0.75%
19INTEL CORPINTC81,796$2.7M0.63%
20PNC FINL SVCS GROUP INC69347510519,833$2.5M0.57%
21TELEFONICA BRASIL SAVIV273,595$2.5M0.57%
22AMBEV SAABEV750,912$2.4M0.55%
23EXXON MOBIL CORPXOM22,074$2.4M0.54%
24DISNEY WALT CO25468710625,080$2.2M0.51%
25JOHNSON & JOHNSONJNJ13,519$2.2M0.51%
26LINCOLN NATL CORP IND53418710984,920$2.2M0.50%
27VALE S AVALE161,475$2.2M0.50%
28CITIGROUP INCC-PR46,938$2.2M0.50%
29MEDTRONIC PLCMDT23,839$2.1M0.48%
30CHEVRON CORP NEWCVX12,758$2.0M0.46%
31US BANCORP DELUSB-PS59,260$2.0M0.45%
32INTERNATIONAL BUSINESS MACHSINTR14,606$2.0M0.45%
33JPMORGAN CHASE & COVYLD13,403$1.9M0.45%
34ANZU SPECIAL ACQUISITIN CORP03737A101188,343$1.9M0.44%
35HOME DEPOT INCHD5,816$1.8M0.41%
36THUNDER BRIDGE CAP PRTNRS II88605T209175,945$1.8M0.41%
37AT&T INCT-PC102,548$1.6M0.38%
38HDFC BANK LTDHDB23,120$1.6M0.37%
39TRUIST FINL CORP89832Q10950,811$1.5M0.35%
40BANK AMERICA CORP06050510449,992$1.4M0.33%
41BRISTOL-MYERS SQUIBB COCELG-RI22,235$1.4M0.33%
42ITAU UNIBANCO HLDG S A465562106239,175$1.4M0.32%
43ALTRIA GROUP INCMO30,573$1.4M0.32%
44SSR MINING INSSRGF97,098$1.4M0.32%
45RAYTHEON TECHNOLOGIES CORPRTX14,000$1.4M0.31%
46TEXAS INSTRS INC8825081047,618$1.4M0.31%
47ULTRAPAR PARTICIPACOES SAUGP346,766$1.4M0.31%
48BROADCOM INCAVGO1,491$1.3M0.30%
49BLACK SPADE ACQUISITION COBIII-WT125,000$1.3M0.30%
50ABBVIE INCABBV9,540$1.3M0.30%
51FIFTH THIRD BANCORPFITBM48,981$1.3M0.29%
52LANDCADIA HOLDINGS IV INC51477A203125,977$1.3M0.29%
53PHILIP MORRIS INTL INC71817210912,701$1.2M0.28%
54CONSTELLATION ACQUISITN CORPG2R18K105116,971$1.2M0.28%
55PROCTER AND GAMBLE CO7427181098,046$1.2M0.28%
56CITIZENS FINL GROUP INCCIA44,659$1.2M0.27%
57CISCO SYS INCCSCO21,896$1.1M0.26%
58BLUERIVER ACQUISITION CORPG1261Q123100,100$1.1M0.24%
59WILLIAMS COS INC96945710032,290$1.1M0.24%
60QUALCOMM INCQCOM8,764$1.0M0.24%
61AMGEN INCAMGN4,670$1.0M0.24%
62PHILLIPS 66PSX10,644$1.0M0.23%
63GILEAD SCIENCES INCGILD13,149$1.0M0.23%
64MERCK & CO INCMRK8,606$993,0460.23%
65UNION PAC CORPUNP4,783$978,6970.22%
66LOCKHEED MARTIN CORPLMT2,013$926,7450.21%
67COMCAST CORP NEWCCZ22,207$922,7160.21%
68KINDER MORGAN INC DELEP-PC51,303$883,4380.20%
69CHURCHILL CAPITAL CORP VII17144M20184,618$874,9500.20%
70JOYY INCJOYY27,824$854,4750.20%
71UNITED PARCEL SERVICE INCUPS4,737$849,1070.19%
72PEPSICO INCPEP4,575$847,3820.19%
73ARROWROOT ACQUISITION CORP04282M10281,027$845,1120.19%
74FUSION ACQUISITION CORP II36118N20181,559$844,9510.19%
75COCA COLA COKO13,932$838,9850.19%
76DOW INCDOW15,608$831,2820.19%
77PRUDENTIAL FINL INCPUKPF9,400$829,2680.19%
78WELLS FARGO CO NEW94974610119,209$819,8400.19%
79NORFOLK SOUTHN CORP6558441083,593$814,7490.19%
80SOCIEDAD QUIMICA Y MINERA DE83363510510,843$787,4190.18%
81CHURCHILL CAPITAL CORP VI17143W20074,338$768,6550.18%
823M COMMM7,672$767,8900.18%
83NORTHERN TR CORPNTRSO10,305$764,0130.18%
84COMPANIA CERVECERIAS UNIDAS20442910444,223$717,7390.16%
85DR REDDYS LABS LTD25613520311,219$708,0310.16%
86STATE STR CORPSTT-PG9,661$706,9920.16%
87CHURCHILL CAPITAL CORP V17144T10767,886$690,4010.16%
88MARATHON PETE CORPMARA5,919$690,1550.16%
89BAXTER INTL INC07181310914,303$651,6450.15%
90BANK NEW YORK MELLON CORP06405810013,978$622,3010.14%
91WIPRO LTDWIT128,695$607,4400.14%
92WHIRLPOOL CORPWHR-PA3,941$586,3810.13%
93VALERO ENERGY CORPVLO4,880$572,4240.13%
94CORNING INCGLW16,240$569,0500.13%
95AMERICAN TOWER CORP NEW03027X1002,858$554,2810.13%
96BANCO DE CHILE05952010625,547$535,4650.12%
97DOMINION ENERGY INCD10,226$529,6050.12%
98L3HARRIS TECHNOLOGIES INCLHX2,681$524,8590.12%
99GENERAL DYNAMICS CORPGD2,417$520,0180.12%
100LYONDELLBASELL INDUSTRIES NLYB5,601$514,3400.12%
101SOUTHERN COPPER CORPSCCO7,113$510,2870.12%
102INTERNATIONAL FLAVORS&FRAGRA4595061016,331$503,8840.12%
103DIGITAL RLTY TR INC2538681034,296$489,1860.11%
104PRICE T ROWE GROUP INCTROW4,318$483,7020.11%
105CONCORD ACQUISITION CORP IICNDAW46,362$477,5290.11%
106BANCO BRADESCO S A059460303136,049$470,7300.11%
107CUMMINS INCCMI1,843$451,8300.10%
108CIA ENERGETICA DE MINAS GERA204409601168,011$441,8690.10%
109COLGATE PALMOLIVE COCL5,347$411,9330.09%
110SIMON PPTY GROUP INC NEW8288061093,548$409,7230.09%
111KRAFT HEINZ COKHC11,412$405,1260.09%
112EMERSON ELEC COEMR4,401$397,8510.09%
113WALGREENS BOOTS ALLIANCE INC93142710813,543$385,8400.09%
114PROLOGIS INC.PLDGP3,102$380,3980.09%
115PARAMOUNT GLOBAL92556H20621,655$344,5310.08%
116UDR INCUDR7,937$340,9740.08%
117PAYCHEX INCPAYX3,028$338,7420.08%
118HUNTINGTON BANCSHARES INCHBANP31,110$335,3660.08%
119EQUITY RESIDENTIALEQR5,066$334,2040.08%
120PUBLIC STORAGEPSA-PS1,118$326,3220.07%
121BEST BUY INCBBY3,819$312,9670.07%
122CROWN CASTLE INCCCI2,604$296,7000.07%
123TARGET CORPTGT2,248$296,5110.07%
124KEYCORP49326710830,194$278,9930.06%
125KIMBERLY-CLARK CORPKMB2,005$276,8100.06%
126BANCO SANTANDER BRASIL S ABSBR37,638$239,3780.05%
127KELLOGG COBEKE3,233$217,9040.05%
128AUTOMATIC DATA PROCESSING INADP858$188,5800.04%
129COMERICA INC2003401073,959$167,7030.04%
130AMCOR PLCAMCCF15,708$156,7660.04%
131EASTMAN CHEM COEMN1,855$155,3010.04%
132JUNIPER NETWORKS INC48203R1044,949$155,0520.04%
133CNA FINL CORP1261171003,800$146,7560.03%
134CARTERS INCCRI1,795$130,3170.03%
135ADVANCE AUTO PARTS INCAAP1,710$120,2130.03%
136BLUESCAPE OPPORTUNITIES ACQUG1195N12111,883$118,7110.03%
137V F CORPVFC5,858$111,8290.03%
138CONYERS PARK III ACQSITN COR21289P20110,231$104,5610.02%
139LEGGETT & PLATT INCLEG3,499$103,6400.02%
140KOHLS CORPKSS4,151$95,6810.02%
141FTAC EMERALD ACQUISITION COR29103K2097,926$82,1930.02%
142JAWS MUSTANG ACQUISITION CORJWSWF7,089$75,4980.02%
143AFRICAN GOLD ACQUISITION CORG0112R1086,880$72,5500.02%
144GASLOG PARTNERS LPGLOP-PA8,128$70,0630.02%
145FOCUS FINL PARTNERS INC34417P1001,328$69,7330.02%
146HEALTHWELL ACQUISITION CORP42227R2086,678$68,9840.02%
147SYNEOS HEALTH INC87166B1021,636$68,9410.02%
148AXONPRIME INFRSTCTR AQSTN CO05467C2076,654$68,5360.02%
149NATIONAL INSTRS CORP6365181021,159$66,5270.02%
150JUPITER ACQUISITION CORP4820821045,850$59,9630.01%
151ARCONIC CORPORATION03966V1071,766$52,2380.01%
152IROBOT CORP462726100893$40,4080.01%
153U S XPRESS ENTERPRISES INC90338N2025,729$35,1760.01%
154RADIUS GLOBAL INFRASTRCTRE I7504811032,357$35,1190.01%
155WIRELESS TELECOM GROUP INC97652410816,480$34,6080.01%
156HENNESSY CAPITAL INVST CORP42600H2073,327$34,4340.01%
157QUOTIENT TECHNOLOGY INC7491191038,780$33,7150.01%
158DICE THERAPEUTICS INC23345J104720$33,4510.01%
159NUVASIVE INCNU801$33,3140.01%
160MALVERN BANCORP INC5614091031,927$30,3500.01%
161SUSTAINABLE DEVELP ACQU I CO86934L2022,806$29,4070.01%
162SALISBURY BANCORP INC7952261091,151$27,2670.01%
163LUTHER BURBANK CORP5505501072,839$25,3240.01%
164COMPUTE HEALTH ACQUISITIN CO20483311540,343$20,1720.00%
165ALPHABET INCGOOG130$15,7260.00%
166APPLE INCAAPL81$15,7120.00%
167MICROSOFT CORPMSFT45$15,3240.00%
168SPDR SER TR78468R663164$15,0580.00%
169AMAZON COM INCAMZN110$14,3400.00%
170NVIDIA CORPORATIONNVDA27$11,4220.00%
171BLACK SPADE ACQUISITION COBIII-WT62,500$9,7630.00%
172ARROWROOT ACQUISITION CORP04282M11040,513$9,7230.00%
173OPY ACQUISITION CORP I671005205933$9,6100.00%
174UNITEDHEALTH GROUP INCUNH16$7,6900.00%
175MASTERCARD INCORPORATEDMA18$7,0790.00%
176COSTCO WHSL CORP NEW22160K10513$6,9990.00%
177VISA INCV28$6,6490.00%
178MCDONALDS CORPMCD22$6,5650.00%
179ADOBE SYSTEMS INCORPORATEDADBE13$6,3570.00%
180CC NEUBERGER PRINCIPAL HOLDNG1992N118507$5,6280.00%
181ORACLE CORPORCL-PD44$5,2400.00%
182OSIRIS ACQUISITION CORP68829A202460$4,8300.00%
183BLUE WHALE ACQUISITION CORPG1330M111472$4,7960.00%
184SILVERBOX CORP III82836N206471$4,7860.00%
185GOLDEN ARROW MERGER CORPNVGLF462$4,7590.00%
186FOREST ROAD ACQUISITION COR34619V202465$4,7430.00%
187PROSPECTOR CAPITAL CORPG7273A105453$4,7340.00%
188PRIVETERRA ACQUISITION CORP74275N11051,558$4,6400.00%
189DANAHER CORPORATION23585110219$4,5600.00%
190WALMART INCWMT29$4,5580.00%
191APOLLO STRATEGIC GRWT CPTL IG0412A12836,500$4,4750.00%
192NORTHERN STAR INVSTMNT CORPNTRSO435$4,4200.00%
193FOUR LEAF ACQUISITION CORP35088F206427$4,4110.00%
194DUNE ACQUISITION CORPIPODW442$4,4020.00%
195AEQUI ACQUISITION CORP00775W201415$4,3160.00%
196ACCENTURE PLC IRELANDACN13$4,0120.00%
197LINDE PLCLIN10$3,8110.00%
198EDWARDS LIFESCIENCES CORPEW38$3,5850.00%
199INTUITIVE SURGICAL INCISRG10$3,4190.00%
200NIKE INCNKE30$3,3110.00%
201AIR PRODS & CHEMS INCAIIR11$3,2950.00%
202MARSH & MCLENNAN COS INC57174810217$3,1970.00%
203ANZU SPECIAL ACQUISITIN CORP03737A11962,931$3,1400.00%
204CHURCHILL CAPITAL CORP V17144T11516,791$3,0240.00%
205RMG ACQUISITION CORP IIIG7608812225,799$2,8400.00%
206ATLANTIC COASTAL ACQUISTN CO048453104270$2,7810.00%
207CME GROUP INCCME15$2,7790.00%
208FASTENAL COFAST47$2,7730.00%
209CVS HEALTH CORPCVS40$2,7650.00%
210MONSTER BEVERAGE CORP NEWMNST48$2,7570.00%
211AUTOZONE INCAZO1$2,4930.00%
212LILLY ELI & COLLY5$2,3450.00%
213CONSTELLATION ACQUISITN CORPG2R18K11338,989$2,3390.00%
214NEWBURY STREET ACQUISITN COR65101L11212,190$2,3160.00%
215AFLAC INCAFL33$2,3030.00%
216ELEVANCE HEALTH INCELV5$2,2210.00%
217EATON CORP PLCETN10$2,0110.00%
218VEEVA SYS INCVEEV10$1,9770.00%
219COGNIZANT TECHNOLOGY SOLUTIOCTSH30$1,9580.00%
220INTUITINTU4$1,8330.00%
221RESMED INCRSMDF8$1,7480.00%
222ECOLAB INCECL9$1,6800.00%
223ALTIMAR ACQUISITION CORP IIIG0370U124162$1,6520.00%
224MONOLITHIC PWR SYS INC6098391053$1,6210.00%
225WEST PHARMACEUTICAL SVSC INC9553061054$1,5300.00%
226IDEXX LABS INC45168D1043$1,5070.00%
227ILLINOIS TOOL WKS INC4523081096$1,5010.00%
228CF ACQUISITION CORP IV12520T11023,558$1,4940.00%
229COPART INCCPRT16$1,4590.00%
230HORMEL FOODS CORPHRL36$1,4480.00%
231REGENERON PHARMACEUTICALSREGN2$1,4370.00%
232LAUDER ESTEE COS INC5184391047$1,3750.00%
233BROWN FORMAN CORPBF-B20$1,3540.00%
234WATERS CORP9418481035$1,3330.00%
235EXPEDITORS INTL WASH INC30213010911$1,3320.00%
236GALLAGHER ARTHUR J & CO3635761096$1,3170.00%
237METTLER TOLEDO INTERNATIONALMTD1$1,3120.00%
238CHURCH & DWIGHT CO INCCHD13$1,3030.00%
239IDEX CORP45167R1046$1,2920.00%
240HEICO CORP NEWHEI-A7$1,2390.00%
241GENUINE PARTS COGPC7$1,1850.00%
242HENRY JACK & ASSOC INC4262811017$1,1710.00%
243ARISTA NETWORKS INCANET7$1,1340.00%
244CHEMED CORP NEWCHE2$1,0830.00%
245F5 INCFFIV7$1,0240.00%
246MANHATTAN ASSOCIATES INCMANH5$9990.00%
247ANALOG DEVICES INCADI5$9740.00%
248AMETEK INCAME6$9710.00%
249ROSS ACQUISITION CORP IIG7641C1145,417$9170.00%
250SNAP ON INCSNA3$8650.00%
251GRACO INCGGG10$8640.00%
252AMPHENOL CORP NEW03209510110$8500.00%
253MCCORMICK & CO INCMKC-V9$8090.00%
254WATSCO INCWSO-B2$7630.00%
255CURTISS WRIGHT CORPCW4$7350.00%
256ACUITY BRANDS INCAYI4$6520.00%
257HENRY SCHEIN INCHSIC8$6490.00%
258DONALDSON INCDCI10$6250.00%
259GENTEX CORPGNTX18$5270.00%
260FIRST HORIZON CORPORATIONFHN-PH11$1240.00%
261JUPITER ACQUISITION CORP4820821122,923$530.00%
262APPRECIATE HOLDINGS INC03832J1141,555$470.00%
263CORNER GROWTH ACQUISITION COG2425N113164$210.00%
264ATLANTIC COASTAL ACQUISTN CO048453112880$200.00%
265PROSPECTOR CAPITAL CORPG7273A113151$180.00%
266REVELSTONE CAPITAL ACQSTN CO76137R114279$180.00%
267OMNILIT ACQUISITION CORP68218C116213$110.00%
268ALPHA HEALTHCARE ACQU CORP I02073F2031$100.00%
269DUNE ACQUISITION CORPIPODW221$90.00%
270GROVE COLLABORATIVE HOLD INCGROVW650$70.00%
271ROSECLIFF ACQUISITION CORP I77732R111100$60.00%