Longfellow Investment Management Co LLC holds a focused book of 244 stocks worth $489.1M as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened Western Union Co and trimmed Air Products & Chemicals Inc. Their largest long position is Energy Transfer LP at 9% of the equity book. Cloning the disclosed picks since 2025 would be +21% (+29.6%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +29.1%, a 7.7-point gap that is the cost of the ~37-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Longfellow Investment Management Co LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~37 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
97% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Longfellow Investment Management Co LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 80 / 80 | $820.1B |
| MORGAN STANLEY | 80 / 80 | $195.4B |
| FMR LLC | 80 / 80 | $187.6B |
| JPMORGAN CHASE & CO | 80 / 80 | $178.4B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $140.4B |
| GOLDMAN SACHS GROUP INC | 80 / 80 | $88.3B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 80 / 80 | $79.0B |
| ROYAL BANK OF CANADA | 80 / 80 | $61.6B |
Ranked by how many of Longfellow Investment Management Co LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Energy Transfer L P COM UT LTD PTN | $41.8M | 2.19M | 8.6% | —Held | |
| 2 | Western Midstream Partners L COM UNIT LP INT | $40.0M | 914.5K | 8.2% | —Held | |
| 3 | Enterprise Prods Partners L COM | $37.9M | 1.03M | 7.8% | —Held | |
| 4 | MPLX LP COM UNIT REP LTD | $32.6M | 579.5K | 6.7% | —Held | |
| 5 | Plains All Amern Pipeline L UNIT LTD PARTN | $27.4M | 1.23M | 5.6% | —Held | |
| 6 | Hess Midstream LP CL A SHS | $21.4M | 570.2K | 4.4% | —Held | |
| 7 | Comcast Corp New CL A | $14.8M | 601.9K | 3.0% | ▲+9.1% Added · +50K sh | |
| 8 | Verizon Communications Inc COM | $13.2M | 312.6K | 2.7% | —Held | |
| 9 | Blackstone Inc COM | $13.0M | 110.1K | 2.6% | —Held | |
| 10 | Air Products And Chemicals I COM | $10.4M | 35.3K | 2.1% | ▼−0.2% Reduced · −84 sh | |
| 11 | Ishares TR MSCI INDIA ETF | $9.5M | 192.9K | 1.9% | ▲+27% Added · +41K sh | |
| 12 | Kraft Heinz Co COM | $8.8M | 372.9K | 1.8% | —Held | |
| 13 | Cheniere Energy Partners L P COM UNIT | $8.0M | 131.8K | 1.6% | —Held | |
| 14 | Pfizer Inc COM | $7.3M | 301.4K | 1.5% | —Held | |
| 15 | Easterly Govt Pptys Inc COM SHS | $7.0M | 281.5K | 1.4% | —Held | |
| 16 | United Parcel Svcs Inc CL B | $7.0M | 64.9K | 1.4% | ▲+11% Added · +7K sh | |
| 17 | Western Un Co COM | $6.7M | 869.9K | 1.4% | ▲New New position | |
| 18 | Sentinelone Inc CL A | $6.5M | 385.5K | 1.3% | ▲New New position | |
| 19 | Disney Walt Co COM | $6.4M | 66.6K | 1.3% | ▲+7.3% Added · +5K sh | |
| 20 | Bristol-Myers Squibb Co COM | $5.8M | 100.3K | 1.2% | —Held | |
| 21 | Blackstone Mortgage Trust In COM CL A | $5.4M | 320.0K | 1.1% | —Held | |
| 22 | Boeing Co COM | $4.9M | 22.9K | 1.0% | —Held | |
| 23 | Microsoft Corp COM | $4.5M | 12.0K | 0.9% | ▲+0.2% Added · +26 sh | |
| 24 | Vail Resorts Inc COM | $4.4M | 32.0K | 0.9% | —Held | |
| 25 | PPG Inds Inc COM | $4.1M | 33.8K | 0.8% | —Held | |
| 26 | Weyerhaeuser Co COM NEW | $3.6M | 149.5K | 0.7% | ▲+9.1% Added · +12K sh | |
| 27 | Americold Realty Trust Inc COM | $3.3M | 208.7K | 0.7% | —Held | |
| 28 | Icici Bank Limited ADR | $3.2M | 110.0K | 0.7% | ▼−4.4% Reduced · −5K sh | |
| 29 | Public Storage COM | $3.2M | 10.0K | 0.7% | ▼−25% Reduced · −3K sh | |
| 30 | American Tower Corp COM | $3.1M | 18.8K | 0.6% | —Held | |
| 31 | HDFC Bank Ltd SPONSORED ADS | $3.0M | 114.8K | 0.6% | ▲+4.1% Added · +4K sh | |
| 32 | SPDR Series Trust ST TERM HIGH ETF | $3.0M | 118.2K | 0.6% | —Held | |
| 33 | Home Depot Inc COM | $2.8M | 7.9K | 0.6% | ▲+12% Added · +855 sh | |
| 34 | Sap SE SPON ADR | $2.7M | 17.8K | 0.6% | —Held | |
| 35 | Ambev Sa SPONSORED ADR | $2.7M | 852.7K | 0.5% | ▼−25% Reduced · −290K sh | |
| 36 | Waste Mgmt Inc Del COM | $2.6M | 11.8K | 0.5% | ▲+55% Added · +4K sh | |
| 37 | Adobe Inc COM | $2.6M | 12.6K | 0.5% | ▼−0.1% Reduced · −16 sh | |
| 38 | Wells Fargo & Co COM | $2.6M | 30.9K | 0.5% | ▲+28% Added · +7K sh | |
| 39 | Sea Ltd SPONSORD ADS | $2.4M | 25.2K | 0.5% | —Held | |
| 40 | Ultrapar Participacoes Sa SP ADR REP COM | $2.3M | 465.4K | 0.5% | ▼−13% Reduced · −69K sh | |
| 41 | Procter & Gamble Co COM | $2.3M | 15.9K | 0.5% | —Held | |
| 42 | BlackRock Inc COM | $2.3M | 2.4K | 0.5% | ▲+0.1% Added · +3 sh | |
| 43 | McDonalds Corp COM | $2.2M | 8.1K | 0.4% | ▲+259% Added · +6K sh | |
| 44 | Abbott Laboratories COM | $2.2M | 24.1K | 0.4% | ▲+16% Added · +3K sh | |
| 45 | Capital One Finl Corp COM | $2.1M | 10.4K | 0.4% | —Held | |
| 46 | Bank Of Amer Corp COM | $2.1M | 36.3K | 0.4% | —Held | |
| 47 | Medtronic PLC SHS | $2.1M | 26.4K | 0.4% | ▲+201% Added · +18K sh | |
| 48 | JPMorgan Chase & Co COM | $2.1M | 6.3K | 0.4% | —Held | |
| 49 | US Bancorp COM NEW | $2.0M | 33.3K | 0.4% | ▲+27% Added · +7K sh | |
| 50 | Citigroup Inc COM NEW | $2.0M | 14.3K | 0.4% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1167487/holdings"
Use Arkolith to show LONGFELLOW INVESTMENT MANAGEMENT CO LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.