Stock Taper 
LONGFELLOW INVESTMENT MANAGEMENT CO LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 EOG Resources, Inc. | EOG | 7.46K | $967.4K |
 ONEOK, Inc. | OKE | 7.88K | $684.83K |
 The Home Depot, Inc. | HD | 7.88K | $2.78M |
 Chevron Corporation | CVX | 7.92K | $1.31M |
 McDonald's Corporation | MCD | 8.14K | $2.2M |
 Global Business Travel Group, Inc. | GBTG | 8.17K | $76.74K |
 T-Mobile US, Inc. | TMUS | 8.47K | $1.42M |
 Lennar Corporation | LEN | 8.48K | $767.26K |
 Public Storage | PSA | 10K | $3.18M |
 RTX Corporation | RTX | 10.06K | $1.91M |
| NB NORTHFIELD BANCORP INC DEL | NFBK | 10.37K | $152.68K |
 Capital One Financial Corporation | COF | 10.41K | $2.09M |
 ConocoPhillips | COP | 10.49K | $1.09M |
 Zoetis Inc. | ZTS | 10.5K | $754.31K |
 Truist Financial Corporation | TFC | 11.08K | $552.15K |
 Marsh & McLennan Companies, Inc. | MRSH | 11.11K | $1.85M |
 PepsiCo, Inc. | PEP | 11.11K | $1.5M |
 Fastenal Company | FAST | 11.35K | $545.04K |
 Waste Management, Inc. | WM | 11.76K | $2.62M |
 Molson Coors Beverage Company | TAP | 11.8K | $459.88K |