Stock Taper 
LONGFELLOW INVESTMENT MANAGEMENT CO LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Weyerhaeuser Company | WY | 149.52K | $3.58M |
 Jbs N.V. | JBS | 140.29K | $1.66M |
 Cheniere Energy Partners, L.P. | CQP | 131.75K | $8.03M |
 HDFC Bank Limited | HDB | 114.81K | $2.97M |
 Blackstone Inc. | BX | 110.07K | $12.95M |
 ICICI Bank Limited | IBN | 110K | $3.19M |
 Infosys Limited | INFY | 106.95K | $1.12M |
 Ford Motor Company | F | 104K | $1.45M |
 Petróleo Brasileiro S.A. - Petrobras | PBR | 102.75K | $1.66M |
 Vale S.A. | VALE | 102.73K | $1.55M |
 Bristol-Myers Squibb Company | BMY | 100.28K | $5.78M |
 The Walt Disney Company | DIS | 66.64K | $6.41M |
 United Parcel Service, Inc. | UPS | 64.88K | $6.97M |
 AT&T Inc. | T | 53.62K | $1.11M |
 Bank of America Corporation | BAC | 36.35K | $2.07M |
 Air Products and Chemicals, Inc. | APD | 35.35K | $10.36M |
 PPG Industries, Inc. | PPG | 33.77K | $4.1M |
 U.S. Bancorp | USB | 33.3K | $2.01M |
 Vail Resorts, Inc. | MTN | 32K | $4.36M |
 Wells Fargo & Company | WFC | 30.88K | $2.55M |