LONGFELLOW INVESTMENT MANAGEMENT CO LLC

PrivateCIK: 1167487
Location

BOSTON, MA

243
Positions
$479.79M
Total AUM (reported)
15.38M
Total Shares

Allocation by class

TOTAL AUM$479.79M243 positions
COM$209.48M43.7%
COM UT LTD PTN$42.24M8.8%
COM UNIT LP INT$37.65M7.8%
COM UNIT REP LTD$33.07M6.9%
UNIT LTD PARTN$27.47M5.7%
CL A SHS$25.07M5.2%
CL A$17.88M3.7%

Portfolio Concentration

Top 324.8%4–1028.6%11–2518.5%Rest28.1%TOP 1053.4%0%100%
Top 3$118.91M24.8%
4–10$137.19M28.6%
11–25$88.70M18.5%
Rest$134.99M28.1%

Top 3 weight

24.8%

Top 10 weight

53.4%

Voting Authority Distribution

Total shares with voting rights: 15.38M

Sole

Full voting authority

15.23M

shares

% of voting shares99.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

152.18K

shares

% of voting shares1.0%

Investment Discretion (by position count)

Sole243
Shared0
Other0
Dominant voting typeSole · 99.0% of voting shares
Institutional Holdings243
Rows:

ENERGY TRANSFER L P

SOLE
COM UT LTD PTN
Shares2.19M
TypeSH
Market value$42.24M
8.80%
Sole
2.19M
Shared
0.00
None
0.00

ENTERPRISE PRODS PARTNERS L

SOLE
COM
Shares1.03M
TypeSH
Market value$39.02M
8.13%
Sole
1.03M
Shared
0.00
None
0.00

WESTERN MIDSTREAM PARTNERS L

SOLE
COM UNIT LP INT
Shares914.52K
TypeSH
Market value$37.65M
7.85%
Sole
914.44K
Shared
0.00
None
83.00

MPLX LP

SOLE
COM UNIT REP LTD
Shares579.45K
TypeSH
Market value$33.07M
6.89%
Sole
579.45K
Shared
0.00
None
0.00

PLAINS ALL AMERN PIPELINE L

SOLE
UNIT LTD PARTN
Shares1.23M
TypeSH
Market value$27.47M
5.73%
Sole
1.23M
Shared
0.00
None
0.00

HESS MIDSTREAM LP

SOLE
CL A SHS
Shares570.16K
TypeSH
Market value$22.16M
4.62%
Sole
570.16K
Shared
0.00
None
0.00

COMCAST CORP NEW

SOLE
CL A
Shares551.90K
TypeSH
Market value$15.85M
3.30%
Sole
551.79K
Shared
0.00
None
111.00

VERIZON COMMUNICATIONS INC

SOLE
COM
Shares312.61K
TypeSH
Market value$15.69M
3.27%
Sole
312.61K
Shared
0.00
None
0.00

BLACKSTONE INC

SOLE
COM
Shares110.07K
TypeSH
Market value$12.66M
2.64%
Sole
110.07K
Shared
0.00
None
0.00

AIR PRODUCTS AND CHEMICALS I

SOLE
COM
Shares35.43K
TypeSH
Market value$10.29M
2.15%
Sole
35.41K
Shared
0.00
None
23.00

CHENIERE ENERGY PARTNERS L P

SOLE
COM UNIT
Shares131.75K
TypeSH
Market value$8.52M
1.77%
Sole
131.75K
Shared
0.00
None
0.00

PFIZER INC

SOLE
COM
Shares301.44K
TypeSH
Market value$8.46M
1.76%
Sole
301.44K
Shared
0.00
None
0.00

KRAFT HEINZ CO

SOLE
COM
Shares372.87K
TypeSH
Market value$8.39M
1.75%
Sole
372.87K
Shared
0.00
None
0.00

ISHARES TR

SOLE
MSCI INDIA ETF
Shares151.62K
TypeSH
Market value$7.10M
1.48%
Sole
151.62K
Shared
0.00
None
0.00

BLACKSTONE MORTGAGE TRUST IN

SOLE
COM CL A
Shares320K
TypeSH
Market value$6.13M
1.28%
Sole
320K
Shared
0.00
None
0.00

BRISTOL-MYERS SQUIBB CO

SOLE
COM
Shares100.28K
TypeSH
Market value$6.08M
1.27%
Sole
100.28K
Shared
0.00
None
0.00

EASTERLY GOVT PPTYS INC

SOLE
COM SHS
Shares281.50K
TypeSH
Market value$6.03M
1.26%
Sole
281.50K
Shared
0.00
None
0.00

DISNEY WALT CO

SOLE
COM
Shares62.13K
TypeSH
Market value$5.99M
1.25%
Sole
62.13K
Shared
0.00
None
0.00

QUALCOMM INC

SOLE
COM
Shares46.30K
TypeSH
Market value$5.96M
1.24%
Sole
46.30K
Shared
0.00
None
0.00

UNITED PARCEL SVCS INC

SOLE
CL B
Shares58.36K
TypeSH
Market value$5.74M
1.20%
Sole
58.36K
Shared
0.00
None
0.00

BOEING CO

SOLE
COM
Shares22.86K
TypeSH
Market value$4.55M
0.95%
Sole
22.86K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares11.94K
TypeSH
Market value$4.42M
0.92%
Sole
11.88K
Shared
0.00
None
59.00

VAIL RESORTS INC

SOLE
COM
Shares32K
TypeSH
Market value$4.11M
0.86%
Sole
32K
Shared
0.00
None
0.00

PUBLIC STORAGE OPER CO

SOLE
COM
Shares13.33K
TypeSH
Market value$3.61M
0.75%
Sole
13.33K
Shared
0.00
None
0.00

PPG INDS INC

SOLE
COM
Shares33.77K
TypeSH
Market value$3.61M
0.75%
Sole
33.77K
Shared
0.00
None
0.00
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