Live Markets
Saturday, September 12, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
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 2024 · Filed May 13, 2024 · Accession 0001667731-24-000222

Total Value
$442.2M
Positions
278
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (278)

#IssuerTicker / CUSIPSharesValue% of Filing
1ENTERPRISE PRODS PARTNERS L2937921072,521,428$73.6M16.64%
2ENERGY TRANSFER L PET-PI4,246,176$66.8M15.11%
3MPLX LPMPLXP1,093,138$45.4M10.27%
4PLAINS ALL AMERN PIPELINE L7265031051,885,265$33.1M7.49%
5WESTERN MIDSTREAM PARTNERS LWES524,705$18.7M4.22%
6HESS MIDSTREAM LPHESM386,864$14.0M3.16%
7SOUTHWEST GAS HLDGS INCSWX171,000$13.0M2.94%
8ENBRIDGE INCENNPF342,000$12.4M2.80%
9UGI CORP NEW902681105396,084$9.7M2.20%
10NEWMONT CORPNEMCL243,522$8.7M1.97%
11VERIZON COMMUNICATIONS INCVZ199,155$8.4M1.89%
12PFIZER INCPFE266,407$7.4M1.67%
13INTERNATIONAL PAPER CO460146103188,263$7.3M1.66%
14CHENIERE ENERGY PARTNERS LPLNG131,752$6.5M1.47%
15INTEL CORPINTC81,796$3.6M0.82%
16INFOSYS LTDINFY183,243$3.3M0.74%
17DISNEY WALT CO25468710625,080$3.1M0.69%
18PETROLEO BRASILEIRO SA PETRO71654V408192,108$2.9M0.66%
19AMBEV SAABEV1,150,631$2.9M0.65%
20TELEFONICA BRASIL SAVIV273,595$2.8M0.62%
21CHEVRON CORP NEWCVX14,556$2.3M0.52%
22VALE S AVALE186,778$2.3M0.51%
23ITAU UNIBANCO HLDG S A465562106325,768$2.3M0.51%
24SPDR SER TR78468R40885,500$2.2M0.49%
25HDFC BANK LTDHDB37,208$2.1M0.47%
26JOHNSON & JOHNSONJNJ13,011$2.1M0.47%
27ULTRAPAR PARTICIPACOES SAUGP346,766$2.0M0.45%
28BANK AMERICA CORP06050510450,179$1.9M0.43%
29CITIGROUP INCC-PR26,873$1.7M0.38%
30BRISTOL-MYERS SQUIBB COCELG-RI30,976$1.7M0.38%
31RTX CORPORATIONRTX17,191$1.7M0.38%
32EXXON MOBIL CORPXOM14,354$1.7M0.38%
33HOME DEPOT INCHD4,305$1.7M0.37%
34AT&T INCT-PC88,017$1.5M0.35%
35JPMORGAN CHASE & COVYLD7,377$1.5M0.33%
36INTERNATIONAL BUSINESS MACHSINTR7,439$1.4M0.32%
37ALTRIA GROUP INCMO30,809$1.3M0.30%
38MEDTRONIC PLCMDT15,414$1.3M0.30%
39TEXAS INSTRS INC8825081047,683$1.3M0.30%
40CONOCOPHILLIPSCOP9,634$1.2M0.28%
41EOG RES INCEOG9,334$1.2M0.27%
42UNITED PARCEL SERVICE INCUPS7,900$1.2M0.27%
43PHILIP MORRIS INTL INC71817210912,800$1.2M0.27%
44PEPSICO INCPEP6,627$1.2M0.26%
45PRUDENTIAL FINL INCPUKPF9,473$1.1M0.25%
46MORGAN STANLEYMS-PQ11,792$1.1M0.25%
47WIPRO LTDWIT193,076$1.1M0.25%
48ICICI BANK LIMITEDIBN41,816$1.1M0.25%
49PROCTER AND GAMBLE CO7427181096,724$1.1M0.25%
50NEXTERA ENERGY INCNEE-PW16,949$1.1M0.24%
51AIR PRODS & CHEMS INCAIIR4,383$1.1M0.24%
52STATE STR CORPSTT-PG13,684$1.1M0.24%
53MERCK & CO INCMRK7,725$1.0M0.23%
54ABBVIE INCABBV5,564$1.0M0.23%
55COCA COLA COKO16,541$1.0M0.23%
56GILEAD SCIENCES INCGILD13,251$970,6360.22%
57CISCO SYS INCCSCO19,327$964,6110.22%
58NORTHERN TR CORPNTRSO10,385$923,4340.21%
59LOCKHEED MARTIN CORPLMT2,029$922,9310.21%
60DOW INCDOW15,729$911,1810.21%
61BANCO BRADESCO S A059460303307,535$879,5500.20%
62DR REDDYS LABS LTD25613520311,219$822,9140.19%
633M COMMM7,731$820,0270.19%
64CIA ENERGETICA DE MINAS GERA204409601328,964$812,5410.18%
65QUALCOMM INCQCOM4,770$807,5610.18%
66HONEYWELL INTL INC4385161063,920$804,5800.18%
67KINDER MORGAN INC DELEP-PC43,389$795,7540.18%
68WELLS FARGO CO NEW94974610113,334$772,8390.17%
69SOUTHERN COPPER CORPSCCO7,113$757,6770.17%
70CORNING INCGLW22,620$745,5550.17%
71AMERICAN ELEC PWR CO INC0255371018,374$721,0010.16%
72US BANCORP DELUSB-PS15,222$680,4230.15%
73PNC FINL SVCS GROUP INC6934751053,879$626,8460.14%
74KRAFT HEINZ COKHC16,639$613,9790.14%
75ENTERGY CORP NEWENO5,797$612,6270.14%
76MCDONALDS CORPMCD2,166$610,7040.14%
77BANCO DE CHILE05952010626,918$599,4640.14%
78MONDELEZ INTL INC6092071058,499$594,9300.13%
79FIRSTENERGY CORPFE15,312$591,3490.13%
80CREDICORP LTDBAP3,470$587,9220.13%
81COMCAST CORP NEWCCZ13,520$586,1080.13%
82UNION PAC CORPUNP2,359$580,1490.13%
83LYONDELLBASELL INDUSTRIES NLYB5,644$577,2680.13%
84DUKE ENERGY CORP NEWDUKB5,915$572,0400.13%
85STARBUCKS CORPSBUX6,151$562,1400.13%
86FORD MTR CO DEL34537086041,199$547,1230.12%
87AMGEN INCAMGN1,889$537,0800.12%
88CUMMINS INCCMI1,821$536,5580.12%
89SOCIEDAD QUIMICA Y MINERA DE83363510510,843$533,0420.12%
90PRICE T ROWE GROUP INCTROW4,352$530,5960.12%
91COMPANIA CERVECERIAS UNIDAS20442910444,223$530,2340.12%
92DOMINION ENERGY INCD10,305$506,9030.11%
93NORFOLK SOUTHN CORP6558441081,976$503,6230.11%
94TARGET CORPTGT2,798$495,8340.11%
95SOUTHERN COSOMN6,753$484,4600.11%
96EMERSON ELEC COEMR4,209$477,4410.11%
97HEWLETT PACKARD ENTERPRISE CHPE-PC25,660$454,9520.10%
98JOHNSON CTLS INTL PLCG515021056,951$454,0390.10%
99TRUIST FINL CORP89832Q10911,642$453,8050.10%
100L3HARRIS TECHNOLOGIES INCLHX2,101$447,7230.10%
101SYSCO CORPSYY5,513$447,5450.10%
102SMUCKER J M CO8326964053,374$424,6850.10%
103CNH INDL N VN2094410932,123$416,3140.09%
104COTERRA ENERGY INCCTRA14,856$414,1850.09%
105PROLOGIS INC.PLDGP3,133$407,9790.09%
106ICL GROUP LTDICL75,731$407,4330.09%
107BAKER HUGHES COMPANYBKR12,069$404,3120.09%
108KIMBERLY-CLARK CORPKMB3,099$400,8560.09%
109GENUINE PARTS COGPC2,515$389,6490.09%
110KENVUE INCKVUE17,944$385,0780.09%
111ESSENTIAL UTILS INC29670G10210,260$380,1330.09%
112SSR MINING INSSRGF85,098$379,5370.09%
113UDR INCUDR10,016$374,6990.08%
114PAYCHEX INCPAYX3,051$374,6630.08%
115AMERICAN TOWER CORP NEW03027X1001,895$374,4330.08%
116PHILLIPS 66PSX2,278$372,0890.08%
117ARCHER DANIELS MIDLAND COADM5,545$348,2810.08%
118XCEL ENERGY INCXELLL6,447$346,5260.08%
119COLGATE PALMOLIVE COCL3,805$342,6400.08%
120WHIRLPOOL CORPWHR-PA2,814$336,6390.08%
121BAXTER INTL INC0718131097,735$330,5940.07%
122WENDYS CO95058W10017,446$328,6830.07%
123PUBLIC STORAGEPSA-PS1,127$326,8980.07%
124EQUITY RESIDENTIALEQR5,105$322,1770.07%
125LINCOLN NATL CORP IND5341871099,998$319,2360.07%
126BEST BUY INCBBY3,849$315,7330.07%
127FIDELITY NATL INFORMATION SV31620M1063,878$287,6700.07%
128CROWN CASTLE INCCCI2,600$275,1580.06%
129CAMPBELL SOUP COCPB6,056$269,1890.06%
130GENERAL MLS INC3703341043,845$269,0350.06%
131FMC CORPFMC4,141$263,7820.06%
132AVNET INCAVT5,169$256,2790.06%
133EXELON CORPEXC6,813$255,9640.06%
134CONAGRA BRANDS INCCAG8,631$255,8230.06%
135PRINCIPAL FINANCIAL GROUP INPFG2,960$255,4780.06%
136OGE ENERGY CORPOGE7,342$251,8310.06%
137SKYWORKS SOLUTIONS INCSWKS2,267$245,5610.06%
138WEC ENERGY GROUP INCWEC2,983$244,9640.06%
139KELLANOVABEKE4,254$243,7120.06%
140MSC INDL DIRECT INC5535301062,497$242,3090.05%
141OMNICOM GROUP INCOMC2,319$224,3860.05%
142SCHLUMBERGER LTDSLB4,018$220,2270.05%
143CLOROX CO DELCLX1,436$219,8660.05%
144SNAP ON INCSNA734$217,4250.05%
145BANCO SANTANDER BRASIL S ABSBR37,638$215,2890.05%
146VIRTU FINL INC92825410110,162$208,5240.05%
147HERSHEY COHSY1,032$200,7240.05%
148INTERPUBLIC GROUP COS INCINTR6,062$197,8030.04%
149AMERICAN WTR WKS CO INC NEW0304201031,575$192,4810.04%
150EASTMAN CHEM COEMN1,869$187,3110.04%
151DINE BRANDS GLOBAL INCDIN3,792$176,2520.04%
152BUNGE GLOBAL SABG1,719$176,2320.04%
153CARTERS INCCRI1,808$153,1010.03%
154AMCOR PLCAMCCF15,829$150,5340.03%
155DT CLOUD ACQUISITION CORPG285241097,728$78,5160.02%
156JAWS MUSTANG ACQUISITION CORJWSWF7,089$77,7660.02%
157BLACK HAWK ACQUISITION CORPBKHAU7,555$76,6830.02%
158AXONICS INC05465P1011,074$74,0740.02%
159KAMAN CORP4835481031,611$73,8970.02%
160CAMBRIDGE BANCORP1321521091,080$73,6130.02%
161NATIONAL WESTN LIFE GROUP IN638517102149$73,3020.02%
162MASONITE INTL CORP575385109555$72,9550.02%
163TARO PHARMACEUTICAL INDS LTDM8737E1081,722$72,9090.02%
164NEOGAMES S AL6673X1072,500$72,4000.02%
165SUMMIT FINL GROUP INC86606G1012,580$70,0730.02%
166DASEKE INC23753F1078,408$69,7860.02%
167CALIFORNIA BANCORP INCBCAL2,849$62,6780.01%
168LEGATO MERGER CORP IIILEGT-WT5,942$60,2220.01%
169CEREVEL THERAPEUTICS HLDNG I15678U1281,337$56,5150.01%
170SPDR SER TR78468R663492$45,1660.01%
171IRON HORSE ACQUISITIONS CORP4628372044,320$44,0210.01%
172EVERBRIDGE INCEVEX-WT1,251$43,5720.01%
173CATALENT INC148806102667$37,6520.01%
174EQUITRANS MIDSTREAM CORP2946001013,000$37,4700.01%
175AGILITI INCAGBK3,600$36,4320.01%
176HAWAIIAN HOLDINGS INCHE2,712$36,1510.01%
177HESS CORPHESM225$34,3440.01%
178HOLLYSYS AUTOMATION TCHNGY LG456671051,342$34,3280.01%
179CONCORD ACQUISITION CORP IICNDAW2,334$24,5420.01%
180SOUTHWESTERN ENERGY CO8454671092,595$19,6700.00%
181MICROSOFT CORPMSFT45$18,9320.00%
182SP PLUS CORP78469C103353$18,4340.00%
183AMAZON COM INCAMZN96$17,3160.00%
184ALPHABET INCGOOG110$16,7490.00%
185APPLE INCAAPL81$13,8900.00%
186NVIDIA CORPORATIONNVDA15$13,5530.00%
187COSTCO WHSL CORP NEW22160K10513$9,5240.00%
188MASTERCARD INCORPORATEDMA18$8,6680.00%
189NABORS ENERGY TRANSITION CORG6363K122820$8,5940.00%
190UNITEDHEALTH GROUP INCUNH16$7,9150.00%
191VISA INCV28$7,8140.00%
192QUETTA ACQUISITION CORPQETAU570$5,8600.00%
193ORACLE CORPORCL-PD44$5,5270.00%
194WALMART INCWMT87$5,2350.00%
195SILVERBOX CORP III82836N107471$4,9360.00%
196OSIRIS ACQUISITION CORP68829A202460$4,9040.00%
197ESH ACQUISITION CORPESHAR470$4,8650.00%
198DANAHER CORPORATION23585110219$4,7450.00%
199KEEN VISION ACQUISITION CORPKVACW442$4,6450.00%
200LINDE PLCLIN10$4,6430.00%
201HENNESSY CAPITAL INVST CORP42600H108440$4,5890.00%
202FOUR LEAF ACQUISITION CORP35088F206427$4,5860.00%
203ADOBE INCADBE9$4,5410.00%
204ACCENTURE PLC IRELANDACN13$4,5060.00%
205INTUITIVE SURGICAL INCISRG10$3,9910.00%
206GENERAL DYNAMICS CORPGD14$3,9550.00%
207ELI LILLY & COLLY5$3,8900.00%
208CROWN PROPTECH ACQUISITIONSCPTKW355$3,7130.00%
209EDWARDS LIFESCIENCES CORPEW38$3,6310.00%
210ELEVANCE HEALTH INCELV7$3,6300.00%
211FASTENAL COFAST47$3,6260.00%
212MARSH & MCLENNAN COS INC57174810217$3,5020.00%
213AUTOMATIC DATA PROCESSING INADP14$3,4960.00%
214CME GROUP INCCME15$3,2290.00%
215CVS HEALTH CORPCVS40$3,1900.00%
216AUTOZONE INCAZO1$3,1520.00%
217EATON CORP PLCETN10$3,1270.00%
218MONSTER BEVERAGE CORP NEWMNST48$2,8450.00%
219AFLAC INCAFL33$2,8330.00%
220NIKE INCNKE30$2,8190.00%
221INTUITINTU4$2,6000.00%
222VERTEX PHARMACEUTICALS INCVRTX6$2,5080.00%
223VEEVA SYS INCVEEV10$2,3170.00%
224AEON BIOPHARMA INCAEON1,559$2,2610.00%
225COGNIZANT TECHNOLOGY SOLUTIOCTSH30$2,1990.00%
226ECOLAB INCECL9$2,0780.00%
227MONOLITHIC PWR SYS INC6098391053$2,0320.00%
228ARISTA NETWORKS INCANET7$2,0300.00%
229REGENERON PHARMACEUTICALSREGN2$1,9250.00%
230COPART INCCPRT32$1,8530.00%
231WATERS CORP9418481035$1,7210.00%
232IDEXX LABS INC45168D1043$1,6200.00%
233ILLINOIS TOOL WKS INC4523081096$1,6100.00%
234RESMED INCRSMDF8$1,5840.00%
235WEST PHARMACEUTICAL SVSC INC9553061054$1,5830.00%
236GALLAGHER ARTHUR J & CO3635761096$1,5000.00%
237IDEX CORP45167R1046$1,4640.00%
238CHURCH & DWIGHT CO INCCHD13$1,3560.00%
239EXPEDITORS INTL WASH INC30213010911$1,3370.00%
240HEICO CORP NEWHEI-A7$1,3370.00%
241METTLER TOLEDO INTERNATIONALMTD1$1,3310.00%
242F5 INCFFIV7$1,3270.00%
243CHEMED CORP NEWCHE2$1,2840.00%
244HORMEL FOODS CORPHRL36$1,2560.00%
245MANHATTAN ASSOCIATES INCMANH5$1,2510.00%
246HENRY JACK & ASSOC INC4262811017$1,2160.00%
247AMPHENOL CORP NEW03209510110$1,1540.00%
248AMETEK INCAME6$1,0970.00%
249ACUITY BRANDS INCAYI4$1,0750.00%
250BROWN FORMAN CORPBF-B20$1,0460.00%
251CURTISS WRIGHT CORPCW4$1,0240.00%
252ANALOG DEVICES INCADI5$9890.00%
253GRACO INCGGG10$9350.00%
254WATSCO INCWSO-B2$8640.00%
255DONALDSON INCDCI10$7470.00%
256MCCORMICK & CO INCMKC-V9$7120.00%
257GENTEX CORPGNTX18$6500.00%
258HENRY SCHEIN INCHSIC8$6040.00%
259VERALTO CORPVLTO6$5320.00%
260ENVOY MEDICAL INCCOCHW4,599$4900.00%
261JAWS MUSTANG ACQUISITION CORJWSWF1,772$3810.00%
262FIRST HORIZON CORPORATIONFHN-PH11$1690.00%
263NEWBURY STREET ACQUISITN COR65101L1123,250$1370.00%
264CONCORD ACQUISITION CORP IICNDAW778$870.00%
265RMG ACQUISITION CORP IIIG76088122799$480.00%
266ESH ACQUISITION CORPESHAR470$380.00%
267OCA ACQUISITION CORP670865112439$340.00%
268SYNTEC OPTICS HLDGS INCOPTXW213$300.00%
269CORNER GROWTH ACQUISITION COG2425N113164$250.00%
270SILVERBOX CORP III82836N115157$240.00%
271SPECTRAL AI INCMDAIW100$210.00%
272LEDDARTECH HLDGS INCLDTDF151$190.00%
273ALLURION TECHNOLOGIES INCALURW77$190.00%
274BRAND ENGAGEMENT NETWORK INCBNAIW145$170.00%
275ROSS ACQUISITION CORP IIG7641C114173$160.00%
276HENNESSY CAPITAL INVST CORP42600H116146$150.00%
277GLOBAL GAS CORP DELHGASW221$90.00%
278BLUERIVER ACQUISITION CORPG1261Q11533$20.00%