Stock Taper

LONGFELLOW INVESTMENT MANAGEMENT CO LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Valaris LimitedVAL881$63.96K
Apogee Therapeutics, Inc.APGE611$81.1K
EA ELECTRONIC ARTS INCEA580$118.92K
UniFirst CorporationUNF260$68.76K
Penumbra, Inc.PEN233$73.57K
NVIDIA CorporationNVDA170$34.02K
Netflix, Inc.NFLX140$10K
Amazon.com, Inc.AMZN137$32.65K
Atrium Therapeutics, Inc.RNA107$1.44K
Apple Inc.AAPL105$30.38K
The Coca-Cola CompanyKO101$8.21K
Alphabet Inc.GOOG100$35.33K
Cisco Systems, Inc.CSCO99$11.63K
Walmart Inc.WMT87$9.85K
Viper Energy, Inc.VNOM80$3.39K
Colgate-Palmolive CompanyCL78$7.15K
GE HealthCare Technologies Inc.GEHC72$4.61K
Rayonier Inc. REITRYN69$1.47K
First Horizon CorporationFHN68$1.74K
Broadcom Inc.AVGO64$24.18K