Longfellow Investment Management Co. LLC
Longfellow Investment Management Co LLC is a Boston, Massachusetts-based, 100% employee-owned and majority women-owned institutional asset management firm founded in 1986. The firm manages $18.9 billion in assets as of July 2025 and has 55 employees. Longfellow serves a diverse client base including pension and profit-sharing plans, charitable organizations, state and municipal government entities, insurance companies, corporations, and high net worth individuals.
Investment Strategy
Longfellow Investment Management focuses on minimizing portfolio volatility to achieve attractive long-term returns. Their process emphasizes deep fundamental analysis, partnering closely with clients to develop customized investment solutions built on understanding each client’s unique objectives. The firm’s philosophy centers on risk-aware strategies in both public and private fixed income and equity markets, seeking consistent results and capital preservation for institutional investors.
Latest 13F Filing Activity
Longfellow Investment Management Co. LLC filed their most recent 13F report on Jun 30, 2025 disclosing 241 equity positions with a total 13F market value of $404M. The fund increased holdings in Canadian Nat Res LTD, Easterly Govt PPTYS Inc., Bristol-myers Squibb Co. among other positions. Longfellow Investment Management Co. LLC reduced exposure to Enterprise Prods Partners L, Easterly Govt PPTYS Inc., Altria Group Inc. among others.
Top Holdings
Equity Positions (241)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
E EPD | ENTERPRISE PRODS PARTNERS L | 11.69% | $47.3M | 1,524,314 | $20.85 | $31.01 | -$10.6M |
M MPLX | MPLX LP | 9.77% | $39.5M | 766,529 | $23.16 | $51.51 | -$1.5M |
W WES | WESTERN MIDSTREAM PARTNERS L | 9.44% | $38.1M | 985,718 | $33.87 | $38.70 | -$2.2M |
E ET | ENERGY TRANSFER L P | 8.69% | $35.1M | 1,938,068 | $8.50 | $18.13 | -$891.5K |
P PAA | PLAINS ALL AMERN PIPELINE L | 5.95% | $24.1M | 1,312,831 | $8.72 | $18.32 | -$2.2M |
Industry Allocation
Investment Team (16)
| Name | Role | Location | |
|---|---|---|---|
 | Portfolio Manager | Boston, MA , United States | |
B Barbara McKenna | Managing Principal and Portfolio Manager | Boston, MA , United States | |
 | ESG Strategist | Boston, MA , United States | |
D David Stuehr | Principal, Portfolio Manager | Westwood, MA , United States | |
 | Corporate Trader | Merrimack, NH , United States | |
M Marcos Duque | Analyst and Trader | Boston, MA , United States | |
R Ryan Nelson | Principal, Portfolio Manager | Boston, MA , United States | |
 | Portfolio Manager and Trader | Whitman, MA , United States | |
 | Securitized Trader | Philadelphia, PA , United States | |
 | Portfolio Manager | East Greenwich, RI , United States |