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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

Institutional Manager · CIK 0001167487

LONGFELLOW INVESTMENT MANAGEMENT CO LLC

Boston, MA · File #028-10136

Latest AUM
$443.3M
Positions
234
Top-10 Concentration
72.5%
Filings
12

Sector Allocation

Energy
17.6%$77.8M
Financials
3.6%$16.0M
Healthcare
3.5%$15.6M
Industrials
2.5%$11.1M
Technology
2.4%$10.8M
Real Estate
1.7%$7.5M
Materials
0.8%$3.7M
Utilities
0.1%$424,133

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1ENTERPRISE PRODS PARTNERS L2937921071,587,296$50.9M13.55%
2ENERGY TRANSFER L PET-PI3,028,233$49.9M13.30%
3WESTERN MIDSTREAM PARTNERS LWES1,089,519$43.0M11.46%
4MPLX LPMPLXP766,529$40.9M10.89%
5PLAINS ALL AMERN PIPELINE L7265031051,594,440$28.6M7.63%
6HESS MIDSTREAM LPHESM525,158$18.1M4.82%
7CANADIAN NAT RES LTD136385101464,721$15.7M4.19%
8VERIZON COMMUNICATIONS INCVZ220,979$9.0M2.40%
9COMCAST CORP NEWCCZ272,560$8.1M2.17%
10BRISTOL-MYERS SQUIBB COCELG-RI148,983$8.0M2.14%
11PFIZER INCPFE301,435$7.5M2.00%
12CHENIERE ENERGY PARTNERS LPLNG131,752$7.0M1.88%
13BLACKSTONE MTG TR INCBX320,000$6.1M1.63%
14EASTERLY GOVT PPTYS INC27616P301281,503$6.0M1.59%
15PUBLIC STORAGE OPER COPSA-PS13,330$3.5M0.92%
16BOEING COBA-PA15,173$3.3M0.88%
17AMERICAN TOWER CORP NEW03027X10018,763$3.3M0.88%
18VALE S AVALE239,430$3.1M0.83%
19SPDR SERIES TRUST78468R408118,150$3.0M0.80%
20DISNEY WALT CO25468710625,000$2.8M0.76%