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 Q3 2024 · Filed November 13, 2024 · Accession 0001667731-24-000693

Total Value
$399.4M
Positions
261
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (261)

#IssuerTicker / CUSIPSharesValue% of Filing
1ENTERPRISE PRODS PARTNERS L2937921071,829,932$53.3M13.34%
2ENERGY TRANSFER L PET-PI2,956,884$47.5M11.88%
3MPLX LPMPLXP766,529$34.1M8.53%
4PLAINS ALL AMERN PIPELINE L7265031051,312,831$22.8M5.71%
5WESTERN MIDSTREAM PARTNERS LWES413,214$15.8M3.96%
6ENBRIDGE INCENNPF342,000$13.9M3.48%
7SOUTHWEST GAS HLDGS INCSWX171,000$12.6M3.16%
8NEWMONT CORPNEMCL235,157$12.6M3.15%
9HESS MIDSTREAM LPHESM345,764$12.2M3.05%
10UGI CORP NEW902681105396,180$9.9M2.48%
11AMBEV SAABEV4,013,613$9.8M2.45%
12VERIZON COMMUNICATIONS INCVZ199,663$9.0M2.24%
13PFIZER INCPFE292,177$8.5M2.12%
14BRISTOL-MYERS SQUIBB COCELG-RI150,896$7.8M1.95%
15ALTRIA GROUP INCMO126,650$6.5M1.62%
16CHENIERE ENERGY PARTNERS LPLNG131,752$6.4M1.61%
17INTEL CORPINTC205,496$4.8M1.21%
18INFOSYS LTDINFY141,638$3.2M0.79%
19TELEFONICA BRASIL SAVIV273,595$2.8M0.70%
20PETROLEO BRASILEIRO SA PETRO71654V408192,108$2.8M0.69%
21DISNEY WALT CO25468710625,038$2.4M0.60%
22HDFC BANK LTDHDB37,208$2.3M0.58%
23VALE S AVALE186,778$2.2M0.55%
24CHEVRON CORP NEWCVX14,745$2.2M0.54%
25ITAU UNIBANCO HLDG S A465562106325,768$2.2M0.54%
26JOHNSON & JOHNSONJNJ13,196$2.1M0.54%
27INTERNATIONAL BUSINESS MACHSINTR9,208$2.0M0.51%
28HOME DEPOT INCHD4,927$2.0M0.50%
29AT&T INCT-PC89,169$2.0M0.49%
30ULTRAPAR PARTICIPACOES SAUGP441,527$1.7M0.43%
31EXXON MOBIL CORPXOM14,537$1.7M0.43%
32BANK AMERICA CORP06050510437,393$1.5M0.37%
33NEXTERA ENERGY INCNEE-PW17,168$1.5M0.36%
34CITIGROUP INCC-PR22,816$1.4M0.36%
35RTX CORPORATIONRTX11,781$1.4M0.36%
36MEDTRONIC PLCMDT15,613$1.4M0.35%
37EOG RES INCEOG11,018$1.4M0.34%
38GILEAD SCIENCES INCGILD16,106$1.4M0.34%
39AIR PRODS & CHEMS INCAIIR4,534$1.3M0.34%
40COMCAST CORP NEWCCZ32,084$1.3M0.34%
41BANCO BRADESCO S A059460303503,398$1.3M0.34%
42MERCK & CO INCMRK11,725$1.3M0.33%
43WIPRO LTDWIT193,076$1.3M0.31%
44ICICI BANK LIMITEDIBN41,816$1.2M0.31%
45MORGAN STANLEYMS-PQ11,945$1.2M0.31%
46CONOCOPHILLIPSCOP11,802$1.2M0.31%
47UNITED PARCEL SERVICE INCUPS9,010$1.2M0.31%
48STATE STR CORPSTT-PG13,861$1.2M0.31%
49PRUDENTIAL FINL INCPUKPF9,597$1.2M0.29%
50PEPSICO INCPEP6,719$1.1M0.29%
51NORFOLK SOUTHN CORP6558441084,524$1.1M0.28%
52PHILIP MORRIS INTL INC7181721099,240$1.1M0.28%
53TEXAS INSTRS INC8825081045,423$1.1M0.28%
54ABBVIE INCABBV5,655$1.1M0.28%
55SPDR SER TR78468R40842,750$1.1M0.28%
56JPMORGAN CHASE & CO.VYLD5,121$1.1M0.27%
57CISCO SYS INCCSCO19,579$1.0M0.26%
58CORNING INCGLW22,915$1.0M0.26%
59COCA COLA COKO14,234$1.0M0.26%
60KINDER MORGAN INC DELEP-PC43,958$971,0320.24%
61NORTHERN TR CORPNTRSO10,520$947,1160.24%
62MCDONALDS CORPMCD3,023$920,5340.23%
63MONDELEZ INTL INC60920710512,186$897,7430.22%
64DR REDDYS LABS LTD25613520311,219$891,3500.22%
65CIA ENERGETICA DE MINAS GERA204409601427,653$880,9650.22%
66DOW INCDOW15,934$870,4740.22%
67AMERICAN ELEC PWR CO INC0255371018,483$870,3560.22%
68UNION PAC CORPUNP3,454$851,3420.21%
69HONEYWELL INTL INC4385161063,978$822,2920.21%
70STARBUCKS CORPSBUX8,161$795,6160.20%
71ENTERGY CORP NEWENO5,871$772,6820.19%
72HEWLETT PACKARD ENTERPRISE CHPE-PC37,627$769,8480.19%
73PROLOGIS INC.PLDGP5,929$748,7140.19%
74PNC FINL SVCS GROUP INC6934751053,928$726,0910.18%
75US BANCORP DELUSB-PS15,420$705,1570.18%
76BAXTER INTL INC07181310918,521$703,2420.18%
77KENVUE INCKVUE29,523$682,8670.17%
78QUALCOMM INCQCOM3,994$679,1800.17%
79MOLSON COORS BEVERAGE COTAP-A11,647$669,9350.17%
80AMERICAN TOWER CORP NEW03027X1002,778$646,0520.16%
81FORD MTR CO DEL34537086060,591$639,8410.16%
82BANCO SANTANDER BRASIL S ABSBR120,528$633,9770.16%
83CNH INDL N VN2094410956,165$623,4320.16%
84AMGEN INCAMGN1,913$616,3880.15%
85DOMINION ENERGY INCD10,440$603,3280.15%
86CUMMINS INCCMI1,844$597,0690.15%
87KRAFT HEINZ COKHC16,856$591,8140.15%
88DELL TECHNOLOGIES INCDELL4,756$563,7760.14%
89EMERSON ELEC COEMR5,116$559,5910.14%
90LYONDELLBASELL INDUSTRIES NLYB5,717$548,2600.14%
91JOHNSON CTLS INTL PLCG515021057,040$546,3740.14%
92DUKE ENERGY CORP NEWDUKB4,537$523,1160.13%
93L3HARRIS TECHNOLOGIES INCLHX2,127$505,9490.13%
94TRUIST FINL CORP89832Q10911,794$504,4290.13%
95LOCKHEED MARTIN CORPLMT857$500,9680.13%
96WHIRLPOOL CORPWHR-PA4,632$495,6240.12%
97SSR MINING INSSRGF85,098$483,3570.12%
98PRICE T ROWE GROUP INCTROW4,384$477,5490.12%
99ALLSTATE CORPALL-PJ2,514$476,7800.12%
100TRAVELERS COMPANIES INCTRV2,005$469,4110.12%
101PPG INDS INC6935061073,539$468,7760.12%
1023M COMMM3,399$464,6430.12%
103CVS HEALTH CORPCVS7,381$464,1170.12%
104UDR INCUDR10,147$460,0650.12%
105KIMBERLY-CLARK CORPKMB3,138$446,4750.11%
106FIRSTENERGY CORPFE10,028$444,7420.11%
107BAKER HUGHES COMPANYBKR12,223$441,8610.11%
108TARGET CORPTGT2,831$441,2400.11%
109PROCTER AND GAMBLE CO7427181092,526$437,5030.11%
110SOUTHERN COSOMN4,843$436,7420.11%
111SYSCO CORPSYY5,584$435,8870.11%
112XCEL ENERGY INCXELLL6,529$426,3440.11%
113AMERICAN INTL GROUP INC0268747845,814$425,7590.11%
114PUBLIC STORAGE OPER COPSA-PS1,141$415,1760.10%
115PAYCHEX INCPAYX3,090$414,6470.10%
116SMUCKER J M CO8326964053,417$413,7990.10%
117ESSENTIAL UTILS INC29670G10210,393$400,8580.10%
118SCHLUMBERGER LTDSLB9,531$399,8250.10%
119WENDYS CO95058W10022,752$398,6150.10%
120EQUITY RESIDENTIALEQR5,170$384,9580.10%
121CLOROX CO DELCLX2,328$379,2540.09%
122COTERRA ENERGY INCCTRA15,047$360,3760.09%
123GENUINE PARTS COGPC2,547$355,7650.09%
124ARCHER DANIELS MIDLAND COADM5,617$335,5600.08%
125HERSHEY COHSY1,694$324,8750.08%
126ICL GROUP LTDICL75,731$321,8570.08%
127LINCOLN NATL CORP IND53418710910,128$319,1330.08%
128CROWN CASTLE INCCCI2,633$312,3530.08%
129OGE ENERGY CORPOGE7,437$305,0660.08%
130PHILLIPS 66PSX2,306$303,1240.08%
131CAMPBELL SOUP COCPB6,134$300,0750.08%
132WEC ENERGY GROUP INCWEC3,022$290,6560.07%
133GENERAL MLS INC3703341043,893$287,4980.07%
134CONAGRA BRANDS INCCAG8,743$284,3220.07%
135AVNET INCAVT5,235$284,3130.07%
136AMDOCS LTDDOX3,211$280,8980.07%
137EXELON CORPEXC6,900$279,7950.07%
138FMC CORPFMC4,193$276,4860.07%
139CME GROUP INCCME1,224$270,0760.07%
140PRINCIPAL FINANCIAL GROUP INPFG2,997$257,4420.06%
141OMNICOM GROUP INCOMC2,348$242,7600.06%
142SKYWORKS SOLUTIONS INCSWKS2,295$226,6770.06%
143MSC INDL DIRECT INC5535301062,529$217,6460.05%
144SNAP ON INCSNA743$215,2550.05%
145EASTMAN CHEM COEMN1,893$211,9210.05%
146INTERPUBLIC GROUP COS INCINTR6,140$194,2080.05%
147AMCOR PLCAMCCF16,036$181,6880.05%
148DT CLOUD ACQUISITION CORPG285241097,728$80,9890.02%
149BLACK HAWK ACQUISITION CORPBKHAU7,555$79,7570.02%
150GP-ACT III ACQUISITION CORPGPATW7,800$79,5600.02%
151LIONHEART HOLDINGSCUBWW7,520$76,4780.02%
152FLAG SHIP ACQUISITION CORPFSHPR7,520$76,0270.02%
153GRAF GLOBAL CORPGRAF-WT7,556$75,7870.02%
154PERFICIENT INC71375U101993$74,9520.02%
155AXONICS INC05465P1011,074$74,7500.02%
156ENVESTNET INC29404K1061,140$71,3870.02%
157NUVEI CORPORATIONNU2,139$71,3360.02%
158JUNIPER NETWORKS INC48203R1041,830$71,3330.02%
159SURMODICS INC8688731001,724$66,8570.02%
160LEGATO MERGER CORP IIILEGT-WT5,942$61,0240.02%
161CATALENT INC148806102972$58,8740.01%
162ENSTAR GROUP LIMITEDG3075P101157$50,4900.01%
163SMARTSHEET INC83200N103870$48,1630.01%
164TERRITORIAL BANCORP INC88145X1084,558$47,5860.01%
165IRON HORSE ACQUISITIONS CORP4628372044,320$44,7980.01%
166CENTURION ACQUISITION CORPALFUW4,150$41,7490.01%
167ALLETE INC018522300598$38,3860.01%
168BALLYS CORPORATIONBALL2,207$38,0710.01%
169HASHICORP INC4181001031,119$37,8890.01%
170HAYNES INTL INC420877201612$36,4380.01%
171SUNOCO LP/SUNOCO FIN CORPSUN574$30,8120.01%
172CONCORD ACQUISITION CORP IICNDAW2,334$24,2740.01%
173APPLE INCAAPL81$18,8730.00%
174SOUTHWESTERN ENERGY CO8454671092,595$18,4500.00%
175ALPHABET INCGOOG110$18,3910.00%
176NVIDIA CORPORATIONNVDA140$17,0020.00%
177MICROSOFT CORPMSFT39$16,7820.00%
178AMAZON COM INCAMZN88$16,3970.00%
179COSTCO WHSL CORP NEW22160K10513$11,5250.00%
180UNITEDHEALTH GROUP INCUNH18$10,5240.00%
181SPDR SER TR78468R663114$10,4660.00%
182MASTERCARD INCORPORATEDMA18$8,8880.00%
183NABORS ENERGY TRANSITION CORG6363K122820$8,7410.00%
184VISA INCV28$7,6990.00%
185ORACLE CORPORCL-PD44$7,4980.00%
186WALMART INCWMT87$7,0250.00%
187QUETTA ACQUISITION CORPQETAU570$5,9850.00%
188HENNESSY CAPITAL INVST CORP42600H108440$5,1000.00%
189ESH ACQUISITION CORPESHAR470$4,9870.00%
190INTUITIVE SURGICAL INCISRG10$4,9130.00%
191LINDE PLCLIN10$4,7690.00%
192KEEN VISION ACQUISITION CORPKVACW442$4,7560.00%
193FOUR LEAF ACQUISITION CORP35088F206427$4,6760.00%
194ADOBE INCADBE9$4,6600.00%
195ACCENTURE PLC IRELANDACN13$4,5950.00%
196ELI LILLY & COLLY5$4,4300.00%
197GENERAL DYNAMICS CORPGD14$4,2310.00%
198AUTOMATIC DATA PROCESSING INADP14$3,8740.00%
199MARSH & MCLENNAN COS INC57174810217$3,7930.00%
200AFLAC INCAFL33$3,6890.00%
201ELEVANCE HEALTH INCELV7$3,6400.00%
202FASTENAL COFAST47$3,3570.00%
203COLGATE PALMOLIVE COCL32$3,3220.00%
204COGNIZANT TECHNOLOGY SOLUTIOCTSH41$3,1640.00%
205REGENERON PHARMACEUTICALSREGN3$3,1540.00%
206AUTOZONE INCAZO1$3,1500.00%
207VERTEX PHARMACEUTICALS INCVRTX6$2,7900.00%
208DANAHER CORPORATION23585110210$2,7800.00%
209MONOLITHIC PWR SYS INC6098391053$2,7740.00%
210ARISTA NETWORKS INCANET7$2,6870.00%
211NIKE INCNKE30$2,6520.00%
212ILLINOIS TOOL WKS INC45230810910$2,6210.00%
213EDWARDS LIFESCIENCES CORPEW38$2,5080.00%
214MONSTER BEVERAGE CORP NEWMNST48$2,5040.00%
215INTUITINTU4$2,4840.00%
216EATON CORP PLCETN7$2,3200.00%
217ECOLAB INCECL9$2,2980.00%
218ZOETIS INCZTS11$2,1490.00%
219VEEVA SYS INCVEEV10$2,0990.00%
220RESMED INCRSMDF8$1,9530.00%
221HEICO CORP NEWHEI-A7$1,8300.00%
222WATERS CORP9418481035$1,7990.00%
223D R HORTON INC23331A1099$1,7170.00%
224GALLAGHER ARTHUR J & CO3635761096$1,6880.00%
225COPART INCCPRT32$1,6770.00%
226F5 INCFFIV7$1,5410.00%
227IDEXX LABS INC45168D1043$1,5160.00%
228METTLER TOLEDO INTERNATIONALMTD1$1,5000.00%
229EXPEDITORS INTL WASH INC30213010911$1,4450.00%
230MANHATTAN ASSOCIATES INCMANH5$1,4070.00%
231CHURCH & DWIGHT CO INCCHD13$1,3610.00%
232CURTISS WRIGHT CORPCW4$1,3150.00%
233AMPHENOL CORP NEW03209510120$1,3030.00%
234IDEX CORP45167R1046$1,2870.00%
235HENRY JACK & ASSOC INC4262811017$1,2360.00%
236CHEMED CORP NEWCHE2$1,2020.00%
237WEST PHARMACEUTICAL SVSC INC9553061054$1,2010.00%
238ANALOG DEVICES INCADI5$1,1510.00%
239ACUITY BRANDS INCAYI4$1,1020.00%
240AMETEK INCAME6$1,0300.00%
241BROWN FORMAN CORPBF-B20$9970.00%
242WATSCO INCWSO-B2$9840.00%
243GRACO INCGGG10$8750.00%
244DONALDSON INCDCI10$7370.00%
245HENRY SCHEIN INCHSIC8$5830.00%
246GENTEX CORPGNTX18$5340.00%
247ENVOY MEDICAL INCCOCHW4,599$3680.00%
248NEWBURY STREET ACQUISITN COR65101L1123,250$2930.00%
249FIRST HORIZON CORPORATIONFHN-PH11$1710.00%
250ESH ACQUISITION CORPESHAR470$440.00%
251JAWS MUSTANG ACQUISITION CORJWSWF1,772$410.00%
252CONCORD ACQUISITION CORP IICNDAW778$270.00%
253SILVERBOX CORP III82836N115157$160.00%
254SYNTEC OPTICS HLDGS INCOPTXW213$150.00%
255SPECTRAL AI INCMDAIW100$130.00%
256OCA ACQUISITION CORP670865112439$110.00%
257BRAND ENGAGEMENT NETWORK INCBNAIW145$100.00%
258HENNESSY CAPITAL INVST CORP42600H116146$100.00%
259LEDDARTECH HLDGS INCLDTDF151$40.00%
260ALLURION TECHNOLOGIES INCALURW77$30.00%
261GLOBAL GAS CORP DELHGASW221$10.00%