LONGFELLOW INVESTMENT MANAGEMENT CO LLC Quant / Systematic

CIK: 0001167487 · Show all filings

Period: Q3 2017 (← Previous) (Next →)

Filing Date: Oct 20, 2017

Total Value ($000): $372,670 (100.0% shares, 0.0% debt)

Holdings (76)

ALERE INC 4.7%
Value ($000) $17,643 Shares 346,000 Est. Cost $48.89 Unrealized
BROCADE COMMUNICATIONS SYS I 4.1%
Value ($000) $15,406 Shares 1,289,200 Est. Cost $12.52 Unrealized
TRIBUNE MEDIA CO 3.7%
Value ($000) $13,688 Shares 335,000 Est. Cost $40.77 Unrealized
AKORN INC 3.4%
Value ($000) $12,739 Shares 383,818 Est. Cost $33.51 Unrealized
LEVEL 3 COMMUNICATIONS INC 3.4%
Value ($000) $12,683 Shares 238,000 Est. Cost $56.89 Unrealized
NXP Semiconductors NV 3.3%
Value ($000) $12,440 Shares 110,000 Est. Cost $113.09 Unrealized
TPG PACE ENERGY HLDGS CORP 3.3%
Value ($000) $12,381 Shares 1,213,810 Est. Cost $10.34 Unrealized
TIME WARNER INC 3.3%
Value ($000) $12,294 Shares 120,000 Est. Cost $102.45 Unrealized
ATWOOD OCEANICS INC 3.2%
Value ($000) $12,019 Shares 1,280,000 Est. Cost $9.39 Unrealized
BARD C R INC 3.2%
Value ($000) $11,794 Shares 36,800 Est. Cost $316.11 Unrealized
KITE PHARMA INC 3.1%
Value ($000) $11,688 Shares 65,000 Est. Cost $179.82 Unrealized
TPGH/U TPG PACE HLDGS CORP 2.9%
Value ($000) $10,904 Shares 1,059,696 Est. Cost $10.27 Unrealized
KAYNE ANDERSON ACQUISITION 2.8%
Value ($000) $10,580 Shares 1,052,729 Est. Cost $10.01 Unrealized
FEDERAL STR ACQUISITION CORP 2.8%
Value ($000) $10,412 Shares 1,010,874 Est. Cost $10.30 Unrealized
CALGON CARBON CORP 2.7%
Value ($000) $10,058 Shares 470,000 Est. Cost $21.40 Unrealized
ORBITAL ATK INC 2.3%
Value ($000) $8,655 Shares 65,000 Est. Cost $133.15 Unrealized
DELL TECHNOLOGIES INC 2.2%
Value ($000) $8,038 Shares 104,100 Est. Cost $71.88 Unrealized
STRAIGHT PATH COMMUNICATNS I 2.1%
Value ($000) $8,011 Shares 44,343 Est. Cost $179.79 Unrealized
MATLIN & PARTNERS ACQUISITIO 2.1%
Value ($000) $7,975 Shares 785,733 Est. Cost $10.18 Unrealized
GTY TECHNOLOGY HOLDINGS INC 2.1%
Value ($000) $7,762 Shares 771,680 Est. Cost $10.09 Unrealized
VANTAGE ENERGY ACQUISITION 2.0%
Value ($000) $7,589 Shares 746,172 Est. Cost $10.43 Unrealized
GORES HLDGS II INC 1.8%
Value ($000) $6,754 Shares 677,445 Est. Cost $10.01 Unrealized
PAREXEL INTL CORP 1.8%
Value ($000) $6,527 Shares 74,099 Est. Cost $87.29 Unrealized
PENSARE ACQUISITION CORP 1.6%
Value ($000) $6,049 Shares 585,561 Est. Cost $10.33 Unrealized
SCRIPPS NETWORKS INTERACT IN 1.6%
Value ($000) $6,012 Shares 70,000 Est. Cost $85.89 Unrealized
CALPINE CORP 1.6%
Value ($000) $5,900 Shares 400,000 Est. Cost $14.75 Unrealized
CAPITOL INVT CORP IV 1.5%
Value ($000) $5,773 Shares 570,339 Est. Cost $10.12 Unrealized
DOMINION DIAMOND CORP 1.5%
Value ($000) $5,672 Shares 400,000 Est. Cost $14.18 Unrealized
SILVER RUN ACQUISITION 1.5%
Value ($000) $5,640 Shares 554,072 Est. Cost $10.13 Unrealized
GP INVTS ACQUISITION COR 1.4%
Value ($000) $5,297 Shares 557,537 Est. Cost $9.98 Unrealized
FINTECH ACQUISITION CORP II 1.3%
Value ($000) $4,816 Shares 491,467 Est. Cost $9.80 Unrealized
SILVER RUN ACQUISITION 1.3%
Value ($000) $4,791 Shares 446,928 Est. Cost $10.66 Unrealized
SJNK SPDR SER TR 1.2%
Value ($000) $4,307 Shares 153,900 Est. Cost $27.57 Unrealized
AVISTA HEALTHCARE PUB ACQ CO 1.1%
Value ($000) $4,276 Shares 427,585 Est. Cost $9.87 Unrealized
LANDCADIA HLDGS INC 1.1%
Value ($000) $4,075 Shares 406,700 Est. Cost $10.07 Unrealized
CONSTELLATION ALPHA CAP CORP 1.1%
Value ($000) $4,054 Shares 394,718 Est. Cost $10.14 Unrealized
VANTAGE ENERGY ACQUISITION 1.0%
Value ($000) $3,859 Shares 393,733 Est. Cost $9.78 Unrealized
BOULEVARD ACQUISITION 1.0%
Value ($000) $3,687 Shares 368,733 Est. Cost $10.02 Unrealized
FIRST POTOMAC RLTY TR 1.0%
Value ($000) $3,652 Shares 327,784 Est. Cost $11.14 Unrealized
SABAN CAP ACQUISITION CORP 0.9%
Value ($000) $3,374 Shares 336,027 Est. Cost $10.00 Unrealized
LEN/B LENNAR CORP 0.8%
Value ($000) $3,149 Shares 69,853 Est. Cost $31.21 Unrealized +18.6%
M III ACQUISITION CORP 0.8%
Value ($000) $3,120 Shares 318,360 Est. Cost $9.80 Unrealized
FORESTAR GROUP INC 0.7%
Value ($000) $2,753 Shares 160,084 Est. Cost $17.15 Unrealized
HENNESSY CAP ACQUSTON CORP I 0.7%
Value ($000) $2,647 Shares 268,500 Est. Cost $9.86 Unrealized
RITE AID CORP 0.7%
Value ($000) $2,620 Shares 1,336,500 Est. Cost $6.94 Unrealized
GORES HLDGS II INC 0.7%
Value ($000) $2,452 Shares 233,041 Est. Cost $10.29 Unrealized
MATLIN & PARTNERS ACQUISITIO 0.7%
Value ($000) $2,450 Shares 250,000 Est. Cost $9.68 Unrealized
VWR CORP 0.7%
Value ($000) $2,447 Shares 73,891 Est. Cost $33.12 Unrealized
KAYNE ANDERSON ACQUISITION 0.6%
Value ($000) $2,345 Shares 240,557 Est. Cost $8.27 Unrealized
HENNESSY CAP ACQUSTON CORP I 0.6%
Value ($000) $2,229 Shares 215,925 Est. Cost $10.12 Unrealized
MODERN MEDIA ACQUISITION 0.5%
Value ($000) $1,973 Shares 190,250 Est. Cost $10.26 Unrealized
LANDCADIA HLDGS INC 0.4%
Value ($000) $1,610 Shares 149,900 Est. Cost $10.74 Unrealized
TPG PACE HLDGS CORP 0.4%
Value ($000) $1,546 Shares 157,301 Est. Cost $9.83 Unrealized
DRAPER OAKWOOD TECHNOLOGY 0.4%
Value ($000) $1,533 Shares 150,000 Est. Cost $10.22 Unrealized
M III ACQUISITION CORP 0.4%
Value ($000) $1,459 Shares 141,483 Est. Cost $9.96 Unrealized
SABAN CAP ACQUISITION CORP 0.3%
Value ($000) $1,243 Shares 116,700 Est. Cost $10.65 Unrealized
SPARTON CORP 0.3%
Value ($000) $1,070 Shares 46,109 Est. Cost $23.21 Unrealized
DOUBLE EAGLE ACQUISITION COR 0.2%
Value ($000) $910 Shares 90,064 Est. Cost $10.00 Unrealized
FEDERAL STR ACQUISITION CORP 0.2%
Value ($000) $878 Shares 89,900 Est. Cost $9.77 Unrealized
ETFS PALLADIUM TR 0.2%
Value ($000) $823 Shares 9,189 Est. Cost $64.63 Unrealized
BOULEVARD ACQUISITION 0.2%
Value ($000) $666 Shares 63,991 Est. Cost $10.20 Unrealized
TPG PACE ENERGY HLDGS CORP 0.1%
Value ($000) $532 Shares 54,468 Est. Cost $9.77 Unrealized
SILVER RUN ACQUISITION 0.1%
Value ($000) $510 Shares 335,776 Est. Cost $1.52 Unrealized
NXStage Medical Inc. 0.1%
Value ($000) $373 Shares 13,500 Est. Cost $27.63 Unrealized
GTY TECHNOLOGY HOLDINGS INC 0.1%
Value ($000) $303 Shares 28,969 Est. Cost $10.34 Unrealized
AVISTA HEALTHCARE PUB ACQ CO 0.1%
Value ($000) $280 Shares 699,122 Est. Cost $0.40 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $251 Shares 4,251 Est. Cost $53.88 Unrealized
DOUBLE EAGLE ACQUISITION COR 0.1%
Value ($000) $251 Shares 364,400 Est. Cost $0.48 Unrealized
CONSTELLATION ALPHA CAP CORP 0.1%
Value ($000) $202 Shares 840,950 Est. Cost $0.24 Unrealized
SILVER SPRING NETWORKS INC 0.0%
Value ($000) $162 Shares 10,001 Est. Cost $16.20 Unrealized
GORES HLDGS II INC 0.0%
Value ($000) $159 Shares 104,458 Est. Cost $1.38 Unrealized
GTY TECHNOLOGY HOLDINGS INC 0.0%
Value ($000) $142 Shares 121,508 Est. Cost $1.45 Unrealized
SOCIAL CAP HEDOSOPHIA HLDGS 0.0%
Value ($000) $133 Shares 13,200 Est. Cost $10.08 Unrealized
M III ACQUISITION CORP 0.0%
Value ($000) $97 Shares 179,760 Est. Cost $0.44 Unrealized
SABAN CAP ACQUISITION CORP 0.0%
Value ($000) $45 Shares 38,545 Est. Cost $0.93 Unrealized
GP INVTS ACQUISITION COR 0.0%
Value ($000) $33 Shares 74,100 Est. Cost $0.54 Unrealized