Institutional Fund
Longfellow Investment Management Co LLC
Boston, MACIK 11674875 filings on record
Portfolio Value
$479.79M
Q1 2026
Holdings
243
Reported positions
New Buys
53
Opened this quarter
QoQ Change
+8.2%
from $443.30M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Energy Transfer L P8.8%
- Enterprise Prods Partners L8.1%
- Western Midstream Partners L7.8%
- Mplx LP6.9%
- Plains All Amern Pipeline L5.7%
- Hess Midstream LP4.6%
- Other58.0%
Portfolio Holdings
243 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Energy Transfer L P | 2.19M | $42.24M | 8.8% | −839.5K | Reduced |
| 2 | Enterprise Prods Partners L | 1.03M | $39.02M | 8.1% | −556.1K | Reduced |
| 3 | Western Midstream Partners L | 914.5K | $37.65M | 7.8% | −175.0K | Reduced |
| 4 | Mplx LP | 579.5K | $33.07M | 6.9% | −187.1K | Reduced |
| 5 | Plains All Amern Pipeline L | 1.23M | $27.47M | 5.7% | −364.1K | Reduced |
| 6 | Hess Midstream LP | 570.2K | $22.16M | 4.6% | +45.0K | Added |
| 7 | Comcast Corp New | 551.9K | $15.85M | 3.3% | +279.3K | Added |
| 8 | Verizon Communications Inc | 312.6K | $15.69M | 3.3% | +91.6K | Added |
| 9 | Blackstone Inc | 110.1K | $12.66M | 2.6% | +101.3K | Added |
| 10 | Air Prods & Chems Inc | 35.4K | $10.29M | 2.1% | +26.0K | Added |
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