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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 2024 · Filed August 7, 2024 · Accession 0001667731-24-000412

Total Value
$398.2M
Positions
259
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (258)

#IssuerTicker / CUSIPSharesValue% of Filing
1ENTERPRISE PRODS PARTNERS L2937921072,037,519$59.0M14.83%
2ENERGY TRANSFER L PET-PI3,343,930$54.2M13.62%
3MPLX LPMPLXP866,864$36.9M9.27%
4PLAINS ALL AMERN PIPELINE L7265031051,484,676$26.5M6.66%
5WESTERN MIDSTREAM PARTNERS LWES413,214$16.4M4.12%
6HESS MIDSTREAM LPHESM345,764$12.6M3.16%
7ENBRIDGE INCENNPF342,000$12.2M3.06%
8SOUTHWEST GAS HLDGS INCSWX171,000$12.0M3.02%
9NEWMONT CORPNEMCL243,640$10.2M2.56%
10UGI CORP NEW902681105396,131$9.1M2.28%
11AMBEV SAABEV4,013,613$8.2M2.07%
12VERIZON COMMUNICATIONS INCVZ199,424$8.2M2.07%
13PFIZER INCPFE291,837$8.2M2.05%
14CHENIERE ENERGY PARTNERS LPLNG131,752$6.5M1.62%
15BRISTOL-MYERS SQUIBB COCELG-RI150,657$6.3M1.57%
16ALTRIA GROUP INCMO126,461$5.8M1.45%
17INFOSYS LTDINFY183,243$3.4M0.86%
18PETROLEO BRASILEIRO SA PETRO71654V408192,108$2.8M0.70%
19INTEL CORPINTC81,796$2.5M0.64%
20DISNEY WALT CO25468710625,038$2.5M0.62%
21HDFC BANK LTDHDB37,208$2.4M0.60%
22CHEVRON CORP NEWCVX14,656$2.3M0.58%
23TELEFONICA BRASIL SAVIV273,595$2.2M0.56%
24SPDR SER TR78468R40885,500$2.1M0.54%
25VALE S AVALE186,778$2.1M0.52%
26JOHNSON & JOHNSONJNJ13,117$1.9M0.48%
27ITAU UNIBANCO HLDG S A465562106325,768$1.9M0.48%
28ULTRAPAR PARTICIPACOES SAUGP441,527$1.7M0.43%
29AT&T INCT-PC88,626$1.7M0.43%
30HOME DEPOT INCHD4,898$1.7M0.42%
31EXXON MOBIL CORPXOM14,449$1.7M0.42%
32INTERNATIONAL BUSINESS MACHSINTR9,153$1.6M0.40%
33BANK AMERICA CORP06050510437,166$1.5M0.37%
34CITIGROUP INCC-PR22,677$1.4M0.36%
35EOG RES INCEOG10,952$1.4M0.35%
36AIR PRODS & CHEMS INCAIIR5,205$1.3M0.34%
37CONOCOPHILLIPSCOP11,731$1.3M0.34%
38PHILIP MORRIS INTL INC71817210912,888$1.3M0.33%
39COMCAST CORP NEWCCZ31,890$1.2M0.31%
40UNITED PARCEL SERVICE INCUPS8,956$1.2M0.31%
41MEDTRONIC PLCMDT15,519$1.2M0.31%
42NEXTERA ENERGY INCNEE-PW17,064$1.2M0.30%
43ICICI BANK LIMITEDIBN41,816$1.2M0.30%
44WIPRO LTDWIT193,076$1.2M0.30%
45RTX CORPORATIONRTX11,710$1.2M0.30%
46MORGAN STANLEYMS-PQ11,873$1.2M0.29%
47BANCO BRADESCO S A059460303503,398$1.1M0.28%
48PRUDENTIAL FINL INCPUKPF9,539$1.1M0.28%
49PEPSICO INCPEP6,680$1.1M0.28%
50GILEAD SCIENCES INCGILD16,009$1.1M0.28%
51COCA COLA COKO16,669$1.1M0.27%
52TEXAS INSTRS INC8825081045,391$1.0M0.26%
53JPMORGAN CHASE & CO.VYLD5,091$1.0M0.26%
54STATE STR CORPSTT-PG13,778$1.0M0.26%
55NORFOLK SOUTHN CORP6558441084,498$965,6760.24%
56ABBVIE INCABBV5,622$964,2850.24%
57MERCK & CO INCMRK7,776$962,6690.24%
58LOCKHEED MARTIN CORPLMT2,043$954,2850.24%
59CISCO SYS INCCSCO19,461$924,5920.23%
60CORNING INCGLW22,776$884,8480.22%
61NORTHERN TR CORPNTRSO10,457$878,1790.22%
62KINDER MORGAN INC DELEP-PC43,690$868,1200.22%
63DR REDDYS LABS LTD25613520311,219$854,7760.21%
64HONEYWELL INTL INC4385161063,955$844,5510.21%
65DOW INCDOW15,838$840,2060.21%
663M COMMM7,785$795,5490.20%
67MONDELEZ INTL INC60920710512,113$792,6750.20%
68UNION PAC CORPUNP3,434$776,9770.20%
69MCDONALDS CORPMCD3,006$766,0490.19%
70CIA ENERGETICA DE MINAS GERA204409601427,653$752,6690.19%
71AMERICAN ELEC PWR CO INC0255371018,432$739,8240.19%
72AMERICAN TOWER CORP NEW03027X1003,475$675,4710.17%
73PROLOGIS INC.PLDGP5,894$661,9550.17%
74STARBUCKS CORPSBUX8,112$631,5190.16%
75ENTERGY CORP NEWENO5,837$624,5590.16%
76PROCTER AND GAMBLE CO7427181093,779$623,2330.16%
77BAXTER INTL INC07181310918,409$615,7810.15%
78US BANCORP DELUSB-PS15,327$608,4820.15%
79PNC FINL SVCS GROUP INC6934751053,905$607,1490.15%
80DUKE ENERGY CORP NEWDUKB5,956$596,9700.15%
81BANCO SANTANDER BRASIL S ABSBR120,528$595,4080.15%
82AMGEN INCAMGN1,902$594,2800.15%
83FIRSTENERGY CORPFE15,418$590,0470.15%
84MOLSON COORS BEVERAGE COTAP-A11,577$588,4590.15%
85CNH INDL N VN2094410955,824$565,4970.14%
86HEWLETT PACKARD ENTERPRISE CHPE-PC25,837$546,9690.14%
87LYONDELLBASELL INDUSTRIES NLYB5,683$543,6360.14%
88KRAFT HEINZ COKHC16,754$539,8140.14%
89SOUTHERN COSOMN6,800$527,4760.13%
90FORD MTR CO DEL34537086041,483$520,1970.13%
91DOMINION ENERGY INCD10,377$508,4730.13%
92CUMMINS INCCMI1,834$507,8900.13%
93PRICE T ROWE GROUP INCTROW4,358$502,5210.13%
94L3HARRIS TECHNOLOGIES INCLHX2,115$474,9870.12%
95WHIRLPOOL CORPWHR-PA4,605$470,6310.12%
96JOHNSON CTLS INTL PLCG515021056,999$465,2240.12%
97CLOROX CO DELCLX3,391$462,7700.12%
98TRUIST FINL CORP89832Q10911,723$455,4390.11%
99SCHLUMBERGER LTDSLB9,474$446,9830.11%
100KIMBERLY-CLARK CORPKMB3,120$431,1840.11%
101BAKER HUGHES COMPANYBKR12,150$427,3160.11%
102TARGET CORPTGT2,815$416,7330.10%
103UDR INCUDR10,086$415,0390.10%
104ALLSTATE CORPALL-PJ2,500$399,1500.10%
105COTERRA ENERGY INCCTRA14,956$398,8770.10%
106SYSCO CORPSYY5,551$396,2860.10%
107ESSENTIAL UTILS INC29670G10210,331$385,6560.10%
108SSR MINING INSSRGF85,098$383,7920.10%
109WENDYS CO95058W10022,614$383,5330.10%
110SMUCKER J M CO8326964053,397$370,4090.09%
111PAYCHEX INCPAYX3,072$364,2160.09%
112EQUITY RESIDENTIALEQR5,140$356,4080.09%
113GENUINE PARTS COGPC2,532$350,2260.09%
114XCEL ENERGY INCXELLL6,491$346,6840.09%
115ARCHER DANIELS MIDLAND COADM5,584$337,5530.08%
116KENVUE INCKVUE18,064$328,4040.08%
117PUBLIC STORAGE OPER COPSA-PS1,135$326,4830.08%
118ICL GROUP LTDICL75,731$324,1290.08%
119PHILLIPS 66PSX2,293$323,7030.08%
120LINCOLN NATL CORP IND53418710910,067$313,0840.08%
121HERSHEY COHSY1,685$309,7540.08%
122CAMPBELL SOUP COCPB6,098$275,5690.07%
123AVNET INCAVT5,204$267,9540.07%
124OGE ENERGY CORPOGE7,392$263,8940.07%
125CROWN CASTLE INCCCI2,618$255,7790.06%
126AMDOCS LTDDOX3,192$251,9130.06%
127KELLANOVABEKE4,284$247,1010.06%
128CONAGRA BRANDS INCCAG8,690$246,9700.06%
129GENERAL MLS INC3703341043,871$244,8790.06%
130SKYWORKS SOLUTIONS INCSWKS2,282$243,2160.06%
131FMC CORPFMC4,169$239,9260.06%
132CME GROUP INCCME1,217$239,2620.06%
133EXELON CORPEXC6,859$237,3900.06%
134WEC ENERGY GROUP INCWEC3,004$235,6940.06%
135PRINCIPAL FINANCIAL GROUP INPFG2,980$233,7810.06%
136OMNICOM GROUP INCOMC2,335$209,4500.05%
137AMERICAN WTR WKS CO INC NEW0304201031,585$204,7190.05%
138MSC INDL DIRECT INC5535301062,514$199,3850.05%
139SNAP ON INCSNA739$193,1670.05%
140EASTMAN CHEM COEMN1,882$184,3800.05%
141INTERPUBLIC GROUP COS INCINTR6,104$177,5650.04%
142CARTERS INCCRI2,790$172,8960.04%
143AMCOR PLCAMCCF15,939$155,8830.04%
144DINE BRANDS GLOBAL INCDIN3,818$138,2120.03%
145DT CLOUD ACQUISITION CORPG285241097,728$80,6030.02%
146BLACK HAWK ACQUISITION CORPBKHAU7,555$77,9680.02%
147ENDEAVOR GROUP HLDGS INC29260Y1092,781$75,1700.02%
148CAMBRIDGE BANCORP1321521091,080$74,5200.02%
149PERFICIENT INC71375U101993$74,2660.02%
150NATIONAL WESTN LIFE GROUP IN638517102149$74,0440.02%
151EVERBRIDGE INCEVEX-WT2,071$72,4640.02%
152AXONICS INC05465P1011,074$72,2050.02%
153CEREVEL THERAPEUTICS HLDNG I15678U1281,723$70,4530.02%
154CALIFORNIA BANCORP INCBCAL3,210$69,0150.02%
155EQUITRANS MIDSTREAM CORP2946001015,245$68,0800.02%
156LEGATO MERGER CORP IIILEGT-WT5,942$60,4900.02%
157CATALENT INC148806102972$54,6560.01%
158IRON HORSE ACQUISITIONS CORP4628372044,320$44,4530.01%
159TERRITORIAL BANCORP INC88145X1084,558$36,9200.01%
160NUVEI CORPORATIONNU1,125$36,4280.01%
161JUNIPER NETWORKS INC48203R104991$36,1320.01%
162HAWAIIAN HOLDINGS INCHE2,712$33,7100.01%
163SUNOCO LP/SUNOCO FIN CORPSUN574$32,4540.01%
164SPDR SER TR78468R663337$30,9300.01%
165HOLLYSYS AUTOMATION TCHNGY LG456671051,342$29,0410.01%
166CONCORD ACQUISITION CORP IICNDAW2,334$24,6470.01%
167ALPHABET INCGOOG110$20,1760.01%
168SOUTHWESTERN ENERGY CO8454671092,595$17,4640.00%
169MICROSOFT CORPMSFT39$17,4310.00%
170NVIDIA CORPORATIONNVDA140$17,2960.00%
171APPLE INCAAPL81$17,0600.00%
172AMAZON COM INCAMZN88$17,0060.00%
173COSTCO WHSL CORP NEW22160K10513$11,0500.00%
174UNITEDHEALTH GROUP INCUNH18$9,1670.00%
175NABORS ENERGY TRANSITION CORG6363K122820$8,6760.00%
176MASTERCARD INCORPORATEDMA18$7,9410.00%
177VISA INCV28$7,3490.00%
178ORACLE CORPORCL-PD44$6,2130.00%
179QUETTA ACQUISITION CORPQETAU570$5,9680.00%
180WALMART INCWMT87$5,8910.00%
181ADOBE INCADBE9$5,0000.00%
182SILVERBOX CORP III82836N107471$4,9930.00%
183ESH ACQUISITION CORPESHAR470$4,8970.00%
184FOUR LEAF ACQUISITION CORP35088F206427$4,6760.00%
185KEEN VISION ACQUISITION CORPKVACW442$4,6720.00%
186HENNESSY CAPITAL INVST CORP42600H108440$4,6420.00%
187ELI LILLY & COLLY5$4,5270.00%
188INTUITIVE SURGICAL INCISRG10$4,4490.00%
189LINDE PLCLIN10$4,3880.00%
190GENERAL DYNAMICS CORPGD14$4,0620.00%
191ACCENTURE PLC IRELANDACN13$3,9440.00%
192ELEVANCE HEALTH INCELV7$3,7930.00%
193MARSH & MCLENNAN COS INC57174810217$3,5820.00%
194EDWARDS LIFESCIENCES CORPEW38$3,5100.00%
195AUTOMATIC DATA PROCESSING INADP14$3,3420.00%
196REGENERON PHARMACEUTICALSREGN3$3,1530.00%
197COLGATE PALMOLIVE COCL32$3,1050.00%
198AUTOZONE INCAZO1$2,9640.00%
199FASTENAL COFAST47$2,9530.00%
200AFLAC INCAFL33$2,9470.00%
201VERTEX PHARMACEUTICALS INCVRTX6$2,8120.00%
202COGNIZANT TECHNOLOGY SOLUTIOCTSH41$2,7880.00%
203INTUITINTU4$2,6290.00%
204DANAHER CORPORATION23585110210$2,4990.00%
205MONOLITHIC PWR SYS INC6098391053$2,4650.00%
206ARISTA NETWORKS INCANET7$2,4530.00%
207MONSTER BEVERAGE CORP NEWMNST48$2,3980.00%
208ILLINOIS TOOL WKS INC45230810910$2,3700.00%
209CVS HEALTH CORPCVS40$2,3620.00%
210NIKE INCNKE30$2,2610.00%
211EATON CORP PLCETN7$2,1950.00%
212EMERSON ELEC COEMR19$2,1480.00%
213ECOLAB INCECL9$2,1420.00%
214ZOETIS INCZTS11$1,9070.00%
215VEEVA SYS INCVEEV10$1,8300.00%
216COPART INCCPRT32$1,7330.00%
217HEICO CORP NEWHEI-A7$1,5650.00%
218GALLAGHER ARTHUR J & CO3635761096$1,5560.00%
219RESMED INCRSMDF8$1,5310.00%
220IDEXX LABS INC45168D1043$1,4620.00%
221WATERS CORP9418481035$1,4510.00%
222METTLER TOLEDO INTERNATIONALMTD1$1,3980.00%
223EXPEDITORS INTL WASH INC30213010911$1,3730.00%
224CHURCH & DWIGHT CO INCCHD13$1,3480.00%
225AMPHENOL CORP NEW03209510120$1,3470.00%
226WEST PHARMACEUTICAL SVSC INC9553061054$1,3180.00%
227D R HORTON INC23331A1099$1,2680.00%
228MANHATTAN ASSOCIATES INCMANH5$1,2330.00%
229IDEX CORP45167R1046$1,2070.00%
230F5 INCFFIV7$1,2060.00%
231HENRY JACK & ASSOC INC4262811017$1,1620.00%
232ANALOG DEVICES INCADI5$1,1410.00%
233CHEMED CORP NEWCHE2$1,0850.00%
234CURTISS WRIGHT CORPCW4$1,0840.00%
235AMETEK INCAME6$1,0000.00%
236ACUITY BRANDS INCAYI4$9660.00%
237WATSCO INCWSO-B2$9260.00%
238BROWN FORMAN CORPBF-B20$8750.00%
239GRACO INCGGG10$7930.00%
240DONALDSON INCDCI10$7160.00%
241GENTEX CORPGNTX18$6070.00%
242HENRY SCHEIN INCHSIC8$5130.00%
243ENVOY MEDICAL INCCOCHW4,599$2300.00%
244NEWBURY STREET ACQUISITN COR65101L1123,250$1990.00%
245JAWS MUSTANG ACQUISITION CORJWSWF1,772$1770.00%
246FIRST HORIZON CORPORATIONFHN-PH11$1730.00%
247CONCORD ACQUISITION CORP IICNDAW778$860.00%
248ESH ACQUISITION CORPESHAR470$520.00%
249OCA ACQUISITION CORP670865112439$400.00%
250CORNER GROWTH ACQUISITION COG2425N113164$340.00%
251SYNTEC OPTICS HLDGS INCOPTXW213$340.00%
252HENNESSY CAPITAL INVST CORP42600H116146$220.00%
253SILVERBOX CORP III82836N115157$220.00%
254SPECTRAL AI INCMDAIW100$170.00%
255ALLURION TECHNOLOGIES INCALURW77$120.00%
256RMG ACQUISITION CORP IIIG76088122799$100.00%
257BRAND ENGAGEMENT NETWORK INCBNAIW145$50.00%
258GLOBAL GAS CORP DELHGASW221$10.00%