LONGFELLOW INVESTMENT MANAGEMENT CO LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BMY | 149K | $6.72M |
 | INFY | 142K | $2.30M |
 | NEM | 96K | $8.07M |
 | RDY | 94K | $1.32M |
 | IBN | 87K | $2.62M |
 | HDB | 74K | $2.54M |
 | NVO | 50K | $2.76M |
 | AZN | 50K | $3.82M |
 | KMI | 49K | $1.39M |
 | HPE | 43K | $1.06M |
 | VZ | 36K | $1.58M |
 | CMCSA | 35K | $1.11M |
 | T | 33K | $918.37K |
 | BAC | 28K | $1.44M |
 | KVUE | 26K | $417.79K |
 | DIS | 25K | $2.86M |
 | GOOG | 23K | $5.59M |
 | HPQ | 23K | $616.35K |
 | BX | 22K | $3.79M |
 | KHC | 22K | $568.40K |
Bristol-Myers Squibb Company
BMY
Shares Held
149K
Value
$6.72M
Infosys Limited
INFY
Shares Held
142K
Value
$2.30M
Newmont Corporation
NEM
Shares Held
96K
Value
$8.07M
Dr. Reddy's Laboratories Limited
RDY
Shares Held
94K
Value
$1.32M
ICICI Bank Limited
IBN
Shares Held
87K
Value
$2.62M
HDFC Bank Limited
HDB
Shares Held
74K
Value
$2.54M
Novo Nordisk A/S
NVO
Shares Held
50K
Value
$2.76M
AstraZeneca PLC
AZN
Shares Held
50K
Value
$3.82M
Kinder Morgan, Inc.
KMI
Shares Held
49K
Value
$1.39M
Hewlett Packard Enterprise Company
HPE
Shares Held
43K
Value
$1.06M
Verizon Communications Inc.
VZ
Shares Held
36K
Value
$1.58M
Comcast Corporation
CMCSA
Shares Held
35K
Value
$1.11M
AT&T Inc.
T
Shares Held
33K
Value
$918.37K
Bank of America Corporation
BAC
Shares Held
28K
Value
$1.44M
Kenvue Inc.
KVUE
Shares Held
26K
Value
$417.79K
The Walt Disney Company
DIS
Shares Held
25K
Value
$2.86M
Alphabet Inc.
GOOG
Shares Held
23K
Value
$5.59M
HP Inc.
HPQ
Shares Held
23K
Value
$616.35K
Blackstone Inc.
BX
Shares Held
22K
Value
$3.79M
The Kraft Heinz Company
KHC
Shares Held
22K
Value
$568.40K