Stock Taper 
LONGFELLOW INVESTMENT MANAGEMENT CO LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Blackstone Inc. | BX | 110.07K | $12.95M |
 HDFC Bank Limited | HDB | 114.81K | $2.97M |
 Cheniere Energy Partners, L.P. | CQP | 131.75K | $8.03M |
 Jbs N.V. | JBS | 140.29K | $1.66M |
 Weyerhaeuser Company | WY | 149.52K | $3.58M |
 Telefônica Brasil S.A. | VIV | 151.34K | $1.99M |
 Itaú Unibanco Holding S.A. | ITUB | 203.31K | $1.66M |
 Americold Realty Trust, Inc. | COLD | 208.74K | $3.28M |
 Easterly Government Properties, Inc. | DEA | 281.5K | $7.02M |
 Pfizer Inc. | PFE | 301.44K | $7.26M |
 Verizon Communications Inc. | VZ | 312.61K | $13.24M |
 Blackstone Mortgage Trust, Inc. | BXMT | 320K | $5.42M |
 The Kraft Heinz Company | KHC | 372.87K | $8.81M |
 SentinelOne, Inc. | S | 385.5K | $6.54M |
 Banco Bradesco S.A. | BBD | 473.13K | $1.64M |
 Hess Midstream LP | HESM | 570.16K | $21.44M |
 MPLX Lp | MPLX | 579.45K | $32.64M |
 Comcast Corporation | CMCSA | 601.89K | $14.78M |
 Companhia Energética de Minas Gerais | CIG | 657.82K | $1.38M |
 Ambev S.A. | ABEV | 852.73K | $2.68M |