LONGFELLOW INVESTMENT MANAGEMENT CO LLC Quant / Systematic

CIK: 0001167487 · Show all filings

Period: Q4 2017 (← Previous) (Next →)

Filing Date: Jan 19, 2018

Total Value ($000): $411,926 (100.0% shares, 0.0% debt)

Holdings (84)

TRIBUNE MEDIA CO 3.5%
Value ($000) $14,227 Shares 335,000 Est. Cost $40.77 Unrealized
TIME INC NEW 3.1%
Value ($000) $12,915 Shares 700,000 Est. Cost $18.45 Unrealized
NXPI NXP SEMICONDUCTORS N V 3.1%
Value ($000) $12,880 Shares 110,000 Est. Cost $102.65 Unrealized 0.0%
KAYNE ANDERSON ACQUISITION 3.0%
Value ($000) $12,558 Shares 1,293,281 Est. Cost $9.44 Unrealized
HAYMAKER ACQUISITION 3.0%
Value ($000) $12,375 Shares 1,250,000 Est. Cost $9.90 Unrealized
AKORN INC 3.0%
Value ($000) $12,370 Shares 383,818 Est. Cost $33.51 Unrealized
BARD C R INC 3.0%
Value ($000) $12,190 Shares 36,800 Est. Cost $316.11 Unrealized
TPG PACE HLDGS CORP 2.9%
Value ($000) $12,146 Shares 1,248,320 Est. Cost $9.74 Unrealized
AMPLIFY SNACK BRANDS 2.9%
Value ($000) $12,010 Shares 1,000,000 Est. Cost $12.01 Unrealized
MOSAIC ACQUISITION CORP 2.9%
Value ($000) $11,974 Shares 1,179,674 Est. Cost $10.15 Unrealized
TPG PACE ENERGY HLDGS CORP 2.9%
Value ($000) $11,807 Shares 1,212,258 Est. Cost $9.74 Unrealized
FEDERAL STR ACQUISITION CORP 2.8%
Value ($000) $11,621 Shares 1,196,772 Est. Cost $9.71 Unrealized
TIME WARNER INC 2.7%
Value ($000) $10,976 Shares 120,000 Est. Cost $102.45 Unrealized
VANTAGE ENERGY ACQUISITION 2.6%
Value ($000) $10,837 Shares 1,114,900 Est. Cost $9.74 Unrealized
MATLIN & PARTNERS ACQUISITIO 2.5%
Value ($000) $10,123 Shares 1,037,233 Est. Cost $9.74 Unrealized
LEGACY ACQUISITION CORP 2.4%
Value ($000) $9,940 Shares 1,000,000 Est. Cost $9.94 Unrealized
REGAL ENTMT GROUP 2.2%
Value ($000) $9,204 Shares 400,000 Est. Cost $23.01 Unrealized
ORBITAL ATK INC 2.1%
Value ($000) $8,547 Shares 65,000 Est. Cost $133.15 Unrealized
DELL TECHNOLOGIES INC 2.1%
Value ($000) $8,461 Shares 104,100 Est. Cost $71.88 Unrealized
GORES HLDGS II INC 2.0%
Value ($000) $8,354 Shares 840,445 Est. Cost $9.99 Unrealized
DYNEGY INC NEW DEL 2.0%
Value ($000) $8,338 Shares 703,627 Est. Cost $11.85 Unrealized
LANDCADIA HLDGS INC 2.0%
Value ($000) $8,268 Shares 831,800 Est. Cost $10.00 Unrealized
GTY TECHNOLOGY HOLDINGS INC 2.0%
Value ($000) $8,163 Shares 822,009 Est. Cost $10.08 Unrealized
IGNYTA INC 1.9%
Value ($000) $8,010 Shares 300,000 Est. Cost $26.70 Unrealized
STRAIGHT PATH COMMUNICATNS I 1.9%
Value ($000) $7,854 Shares 43,206 Est. Cost $179.79 Unrealized
PENSARE ACQUISITION CORP 1.9%
Value ($000) $7,741 Shares 800,556 Est. Cost $9.67 Unrealized
SILVER RUN ACQUISITION 1.8%
Value ($000) $7,613 Shares 768,259 Est. Cost $10.07 Unrealized
SABAN CAP ACQUISITION CORP 1.7%
Value ($000) $7,137 Shares 720,227 Est. Cost $9.95 Unrealized
CALATLANTIC GROUP INC 1.7%
Value ($000) $7,049 Shares 125,000 Est. Cost $56.39 Unrealized
CALPINE CORP 1.5%
Value ($000) $6,052 Shares 400,000 Est. Cost $14.75 Unrealized
GIGCAPITAL INC 1.5%
Value ($000) $6,000 Shares 600,000 Est. Cost $10.00 Unrealized
BAZAARVOICE INC 1.5%
Value ($000) $5,995 Shares 1,100,000 Est. Cost $5.45 Unrealized
SCRIPPS NETWORKS INTERACT IN 1.5%
Value ($000) $5,977 Shares 70,000 Est. Cost $85.89 Unrealized
CAPITOL INVT CORP IV 1.4%
Value ($000) $5,719 Shares 571,341 Est. Cost $10.12 Unrealized
SENTINEL ENERGY SVCS INC 1.2%
Value ($000) $5,024 Shares 503,932 Est. Cost $9.97 Unrealized
LEISURE ACQUISITION CORP 1.2%
Value ($000) $4,995 Shares 504,000 Est. Cost $9.91 Unrealized
RWGE/U REGALWOOD GLOBAL ENERGY LTD 1.2%
Value ($000) $4,974 Shares 499,930 Est. Cost $9.95 Unrealized
FINTECH ACQUISITION CORP II 1.2%
Value ($000) $4,875 Shares 491,467 Est. Cost $9.80 Unrealized
BLACK RIDGE ACQUISITION CORP 1.1%
Value ($000) $4,680 Shares 485,000 Est. Cost $9.65 Unrealized
M III ACQUISITION CORP 1.1%
Value ($000) $4,459 Shares 449,510 Est. Cost $9.84 Unrealized
CAPITOL INVT CORP IV 1.1%
Value ($000) $4,458 Shares 460,500 Est. Cost $9.68 Unrealized
SJNK SPDR SER TR 1.1%
Value ($000) $4,457 Shares 161,700 Est. Cost $27.57 Unrealized
CM SEVEN STAR ACQUISITION CO 1.0%
Value ($000) $4,278 Shares 429,500 Est. Cost $9.96 Unrealized
CONSTELLATION ALPHA CAP CORP 0.9%
Value ($000) $3,841 Shares 394,000 Est. Cost $9.75 Unrealized
SUCAMPO PHARMACEUTICALS INC 0.9%
Value ($000) $3,590 Shares 200,000 Est. Cost $17.95 Unrealized
SABAN CAP ACQUISITION CORP 0.8%
Value ($000) $3,332 Shares 316,700 Est. Cost $10.57 Unrealized
LEN/B LENNAR CORP 0.8%
Value ($000) $3,101 Shares 60,000 Est. Cost $31.21 Unrealized +33.0%
AVISTA HEALTHCARE PUB ACQ CO 0.7%
Value ($000) $2,994 Shares 301,816 Est. Cost $9.87 Unrealized
SPARTON CORP 0.7%
Value ($000) $2,805 Shares 121,640 Est. Cost $23.12 Unrealized
HENNESSY CAP ACQUSTON CORP I 0.6%
Value ($000) $2,646 Shares 269,992 Est. Cost $9.86 Unrealized
RITE AID CORP 0.6%
Value ($000) $2,633 Shares 1,336,500 Est. Cost $6.94 Unrealized
INDUSTREA ACQUISITION CORP 0.6%
Value ($000) $2,320 Shares 238,000 Est. Cost $9.75 Unrealized
HENNESSY CAP ACQUSTON CORP I 0.6%
Value ($000) $2,283 Shares 220,196 Est. Cost $10.13 Unrealized
BIG ROCK PARTNERS ACQUISI CO 0.5%
Value ($000) $2,078 Shares 203,100 Est. Cost $10.23 Unrealized
MODERN MEDIA ACQUISITION 0.5%
Value ($000) $2,000 Shares 190,250 Est. Cost $10.26 Unrealized
DRAPER OAKWOOD TECHNOLOGY 0.3%
Value ($000) $1,146 Shares 108,800 Est. Cost $10.22 Unrealized
INDUSTREA ACQUISITION CORP 0.3%
Value ($000) $1,129 Shares 112,379 Est. Cost $10.05 Unrealized
DRAPER OAKWOOD TECHNOLOGY 0.3%
Value ($000) $1,099 Shares 112,399 Est. Cost $9.78 Unrealized
SILVER RUN ACQUISITION 0.2%
Value ($000) $722 Shares 484,752 Est. Cost $1.51 Unrealized
Alphabet Inc. Class A 0.2%
Value ($000) $637 Shares 605 Est. Cost $1052.89 Unrealized
FEDERAL STR ACQUISITION CORP 0.1%
Value ($000) $581 Shares 505,436 Est. Cost $1.15 Unrealized
TPG PACE HLDGS CORP 0.1%
Value ($000) $547 Shares 353,198 Est. Cost $1.55 Unrealized
TPG PACE ENERGY HLDGS CORP 0.1%
Value ($000) $546 Shares 404,086 Est. Cost $1.35 Unrealized
MATLIN & PARTNERS ACQUISITIO 0.1%
Value ($000) $330 Shares 785,433 Est. Cost $0.42 Unrealized
GTY TECHNOLOGY HOLDINGS INC 0.1%
Value ($000) $299 Shares 28,969 Est. Cost $10.34 Unrealized
KAYNE ANDERSON ACQUISITION 0.1%
Value ($000) $298 Shares 350,908 Est. Cost $0.85 Unrealized
CONSTELLATION ALPHA CAP CORP 0.1%
Value ($000) $290 Shares 1,319,550 Est. Cost $0.23 Unrealized
VANTAGE ENERGY ACQUISITION 0.1%
Value ($000) $288 Shares 240,389 Est. Cost $1.20 Unrealized
PENSARE ACQUISITION CORP 0.1%
Value ($000) $275 Shares 550,556 Est. Cost $0.50 Unrealized
KAYNE ANDERSON ACQUISITION 0.1%
Value ($000) $256 Shares 25,705 Est. Cost $10.01 Unrealized
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $222 Shares 2,254 Est. Cost $98.49 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $218 Shares 7,808 Est. Cost $27.92 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $213 Shares 3,329 Est. Cost $53.88 Unrealized
AVISTA HEALTHCARE PUB ACQ CO 0.0%
Value ($000) $196 Shares 699,122 Est. Cost $0.40 Unrealized
WILLSCOT CORP 0.0%
Value ($000) $179 Shares 124,500 Est. Cost $1.44 Unrealized
GORES HLDGS II INC 0.0%
Value ($000) $164 Shares 104,458 Est. Cost $1.38 Unrealized
GTY TECHNOLOGY HOLDINGS INC 0.0%
Value ($000) $164 Shares 121,508 Est. Cost $1.45 Unrealized
BLACK RIDGE ACQUISITION CORP 0.0%
Value ($000) $160 Shares 485,000 Est. Cost $0.33 Unrealized
TPG PACE ENERGY HLDGS CORP 0.0%
Value ($000) $154 Shares 14,989 Est. Cost $10.34 Unrealized
PENSARE ACQUISITION CORP 0.0%
Value ($000) $151 Shares 275,278 Est. Cost $0.55 Unrealized
BLACK RIDGE ACQUISITION CORP 0.0%
Value ($000) $136 Shares 485,000 Est. Cost $0.28 Unrealized
CONSTELLATION ALPHA CAP CORP 0.0%
Value ($000) $122 Shares 394,000 Est. Cost $0.31 Unrealized
LANDCADIA HLDGS INC 0.0%
Value ($000) $111 Shares 159,100 Est. Cost $0.70 Unrealized
M III ACQUISITION CORP 0.0%
Value ($000) $39 Shares 50,000 Est. Cost $0.44 Unrealized