account_balance
Investment manager · 13F filer · SEC CIK 1167487
Longfellow Investment Management Co LLC
Reported value$465Mas of Sep 30, 2026
Positions238 25 new, 31 sold out
Top 10 weight50.2%ET alone is 8%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
ETEnergy Transfer LP
8.3%Trimmed −11%
WESWestern Midstream Partners, LP
7.9%Trimmed −9%
EPDEnterprise Products Partners L.P.
7.2%Trimmed −9%
MPLXMPLX LP
6.4%Trimmed −9%
PAAPlains All American Pipeline LP
5.7%Trimmed −9%
HESMHess Midstream LP
4.2%Trimmed −9%
CMCSAComcast Corp
3.2%Added +15%
VZVerizon Communications Inc
2.7%Trimmed −14%
BXBlackstone Inc.
2.6%Trimmed −3%
APDAir Products & Chemicals, Inc.
2.1%
INDAiShares Tr
1.9%
PFEPfizer Inc
1.9%
ETEnergy Transfer LP
8.3%Trimmed −11%
WESWestern Midstream Partners, LP
7.9%Trimmed −9%
EPDEnterprise Products Partners L.P.
7.2%−9%
MPLXMPLX LP
6.4%−9%
PAAPlains All American Pipeline LP
5.7%−9%
HESMHess Midstream LP
4.2%
CMCSAComcast Corp
3.2%
VZVerizon Communications Inc
2.7%
BX2.6%APDINDA
PFE1.9%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
ET Energy Transfer LP 8.3% Trimmed −11%WES Western Midstream Partners, LP 7.9% Trimmed −9%EPD Enterprise Products Partners L.P. 7.2% Trimmed −9%MPLX MPLX LP 6.4% Trimmed −9%PAA Plains All American Pipeline LP 5.7% Trimmed −9%HESM Hess Midstream LP 4.2% Trimmed −9%CMCSA Comcast Corp 3.2% Added +15%VZ Verizon Communications Inc 2.7% Trimmed −14%BX Blackstone Inc. 2.6% Trimmed −3%APD Air Products & Chemicals, Inc. 2.1% Held
INDA iShares Tr 1.9% Held
PFE Pfizer Inc 1.9% HeldWhat changed
Biggest moves since Jun 30, 2026
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