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LIM
Longfellow Investment Management Portfolio holdings
AUM
$480M
1-Year Est. Return
8%
This Fund
S&P 500
1 Year Est. Return
+8%
AUM
$480M
AUM Growth
+$36.5M
(+8.2%)
Holding
287
Top Buys
| 1 | +$13.2M | |
| 2 | +$8.36M | |
| 3 | +$8.09M | |
| 4 |
iShares MSCI India ETF
INDA
|
+$7.77M |
| 5 |
Air Products & Chemicals
APD
|
+$7.17M |
Top Sells
| 1 | +$19.7M | |
| 2 | +$15.7M | |
| 3 | +$15.4M | |
| 4 |
MPLX
MPLX
|
+$10.6M |
| 5 |
Plains All American Pipeline
PAA
|
+$7.4M |
Sector Composition
| 1 | Energy | 46.08% |
| 2 | Financials | 10.49% |
| 3 | Communication Services | 8.95% |
| 4 | Technology | 6.24% |
| 5 | Real Estate | 5.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
SOUL.U
276
Soulpower Acquisition Corp Units
SOUL.U
| – | – |
-980
|
|
||
|
BCARU
277
D. Boral ARC Acquisition I Corp Units
BCARU
| – | – |
-8,226
|
|
||
|
LATAU
278
Galata Acquisition Corp. II Units
LATAU
| – | – |
-435
|
|
||
279
A.O. Smith
AOS
$8.14B
| – | – |
-4,862
|
|
||
|
SHCO
280
DELISTED
Soho House & Co
SHCO
| – | – |
-12,740
|
|
||
281
SLB Ltd
SLB
$84B
| – | – |
-13,229
|
|
||
282
Snap-on
SNA
$20.1B
| – | – |
-960
|
|
||
283
Target
TGT
$61.4B
| – | – |
-11,319
|
|
||
|
TRUE
284
DELISTED
TrueCar
TRUE
| – | – |
-31,210
|
|
||
|
ZEUS
285
DELISTED
Olympic Steel
ZEUS
| – | – |
-2,100
|
|
||
|
DAY
286
DELISTED
Dayforce
DAY
| – | – |
-2,158
|
|
||
|
DYCQR
287
DELISTED
DT Cloud Acquisition Corp Right
DYCQR
| – | – |
-7,728
|
|