LIM
Longfellow Investment Management Portfolio holdings
AUM
$422M
1-Year Est. Return
11.82%
1 Year Est. Return
+11.82%
AUM
$422M
AUM Growth
+$17.5M
(+4.3%)
Holding
310
Top Buys
| 1 | +$4.84M | |
| 2 | +$3.82M | |
| 3 | +$2.63M | |
| 4 |
Amazon
AMZN
|
+$1.69M |
| 5 |
ICICI Bank
IBN
|
+$1.35M |
Top Sells
| 1 | +$3.46M | |
| 2 | +$1.12M | |
| 3 | +$1.08M | |
| 4 |
Citigroup
C
|
+$1.06M |
| 5 |
Norfolk Southern
NSC
|
+$1M |
Sector Composition
| 1 | Energy | 55.71% |
| 2 | Financials | 8.27% |
| 3 | Healthcare | 8.03% |
| 4 | Technology | 4.99% |
| 5 | Communication Services | 4.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
301
Watsco Inc
WSO
$13.9B
| – | – |
-2
|
|
||
|
GPATU
302
GP-Act III Acquisition Corp Units
GPATU
| – | – |
-7,800
|
|
||
|
SIMAU
303
SIM Acquisition Corp I Unit
SIMAU
| – | – |
-7,566
|
|
||
|
LPAAU
304
Launch One Acquisition Corp Unit
LPAAU
$213M
| – | – |
-7,716
|
|
||
|
VACHU
305
Voyager Acquisition Corp Unit
VACHU
| – | – |
-388
|
|
||
|
CAPNU
306
Cayson Acquisition Corp Unit
CAPNU
| – | – |
-470
|
|
||
|
NTWOU
307
Newbury Street II Acquisition Corp Unit
NTWOU
| – | – |
-476
|
|
||
|
ETHMU
308
Dynamix Corp Unit
ETHMU
$180M
| – | – |
-476
|
|
||
|
HCVIW
309
DELISTED
Hennessy Capital Investment Corp. VI Warrant
HCVIW
| – | – |
-146
|
|
||
|
ESGR
310
DELISTED
Enstar Group
ESGR
| – | – |
-221
|
|