LONGFELLOW INVESTMENT MANAGEMENT CO LLC Quant / Systematic

CIK: 0001167487 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Aug 14, 2018

Total Value ($000): $454,852 (100.0% shares, 0.0% debt)

Holdings (98)

NXPI NXP SEMICONDUCTORS N V 3.9%
Value ($000) $17,625 Shares 161,300 Est. Cost $102.31 Unrealized -4.3%
TWENTY FIRST CENTY FOX INC 3.6%
Value ($000) $16,303 Shares 330,900 Est. Cost $49.27 Unrealized
TRIBUNE MEDIA CO 2.8%
Value ($000) $12,820 Shares 335,000 Est. Cost $40.77 Unrealized
XL GROUP LTD 2.7%
Value ($000) $12,309 Shares 220,000 Est. Cost $55.26 Unrealized
VALIDUS HOLDINGS LTD 2.7%
Value ($000) $12,168 Shares 180,000 Est. Cost $67.45 Unrealized
MOSAIC ACQUISITION CORP 2.6%
Value ($000) $11,870 Shares 1,184,674 Est. Cost $10.15 Unrealized
WGL HLDGS INC 2.6%
Value ($000) $11,859 Shares 133,622 Est. Cost $88.75 Unrealized
FEDERAL STR ACQUISITION CORP 2.6%
Value ($000) $11,645 Shares 1,185,843 Est. Cost $9.71 Unrealized
PURE ACQUISITION CORP 2.5%
Value ($000) $11,180 Shares 1,090,761 Est. Cost $10.25 Unrealized
VANTAGE ENERGY ACQUISITION 2.4%
Value ($000) $10,924 Shares 1,106,795 Est. Cost $9.74 Unrealized
HAYMAKER ACQUISITION CORP 2.4%
Value ($000) $10,835 Shares 1,071,721 Est. Cost $9.90 Unrealized
TPG PACE HLDGS CORP 2.4%
Value ($000) $10,757 Shares 1,083,273 Est. Cost $9.74 Unrealized
KAPSTONE PAPER & PACKAGING C 2.3%
Value ($000) $10,350 Shares 300,000 Est. Cost $34.31 Unrealized
KAYNE ANDERSON ACQUISITION 2.2%
Value ($000) $10,228 Shares 1,033,181 Est. Cost $9.44 Unrealized
MATLIN & PARTNERS ACQUISITIO 2.2%
Value ($000) $10,117 Shares 1,023,961 Est. Cost $9.74 Unrealized
LEGACY ACQUISITION CORP 2.2%
Value ($000) $9,805 Shares 978,500 Est. Cost $9.94 Unrealized
RSP PERMIAN INC 1.9%
Value ($000) $8,804 Shares 200,000 Est. Cost $46.16 Unrealized
CAVIUM INC 1.9%
Value ($000) $8,650 Shares 100,000 Est. Cost $86.50 Unrealized
GTY TECHNOLOGY HOLDINGS INC 1.8%
Value ($000) $8,233 Shares 815,138 Est. Cost $10.08 Unrealized
FAR PT ACQUISITION CORP 1.8%
Value ($000) $8,203 Shares 805,000 Est. Cost $10.19 Unrealized
LANDCADIA HLDGS INC 1.8%
Value ($000) $8,173 Shares 806,844 Est. Cost $10.00 Unrealized
PENSARE ACQUISITION CORP 1.7%
Value ($000) $7,917 Shares 800,556 Est. Cost $9.67 Unrealized
AVA AVISTA CORP 1.7%
Value ($000) $7,895 Shares 149,932 Est. Cost $36.12 Unrealized +4.2%
ANDEAVOR 1.7%
Value ($000) $7,871 Shares 60,000 Est. Cost $131.18 Unrealized
FOUNDATION MEDICINE INC 1.6%
Value ($000) $7,273 Shares 53,205 Est. Cost $136.70 Unrealized
GORES HLDGS II INC 1.6%
Value ($000) $7,143 Shares 703,030 Est. Cost $9.99 Unrealized
DR PEPPER SNAPPLE GROUP INC 1.5%
Value ($000) $6,966 Shares 57,100 Est. Cost $122.00 Unrealized
LASALLE HOTEL PPTYS 1.5%
Value ($000) $6,846 Shares 200,000 Est. Cost $34.23 Unrealized
ONE MADISON CORP 1.5%
Value ($000) $6,688 Shares 661,504 Est. Cost $10.00 Unrealized
AKORN INC 1.4%
Value ($000) $6,368 Shares 383,818 Est. Cost $33.51 Unrealized
TRINITY MERGER CORP 1.4%
Value ($000) $6,297 Shares 625,927 Est. Cost $10.06 Unrealized
TPG PACE ENERGY HLDGS CORP 1.4%
Value ($000) $6,250 Shares 575,008 Est. Cost $9.74 Unrealized
TWELVE SEAS INVESTMENT COMPA 1.3%
Value ($000) $6,036 Shares 600,000 Est. Cost $10.06 Unrealized
WEB COM GROUP INC 1.3%
Value ($000) $5,945 Shares 230,000 Est. Cost $25.85 Unrealized
SABAN CAP ACQUISITION CORP 1.3%
Value ($000) $5,944 Shares 588,492 Est. Cost $9.95 Unrealized
VERIFONE SYS INC 1.3%
Value ($000) $5,702 Shares 249,848 Est. Cost $22.82 Unrealized
GRAMERCY PPTY TR 1.2%
Value ($000) $5,601 Shares 205,000 Est. Cost $27.32 Unrealized
PLATINUM EAGLE ACQUISITIN CO 1.2%
Value ($000) $5,566 Shares 546,780 Est. Cost $10.16 Unrealized
SENTINEL ENERGY SVCS INC 1.2%
Value ($000) $5,411 Shares 536,254 Est. Cost $9.97 Unrealized
LEISURE ACQUISITION CORP 1.1%
Value ($000) $5,165 Shares 513,962 Est. Cost $9.91 Unrealized
CAPITOL INVT CORP IV 1.1%
Value ($000) $4,974 Shares 482,901 Est. Cost $10.12 Unrealized
PINNACLE FOODS INC DEL 1.1%
Value ($000) $4,879 Shares 75,000 Est. Cost $65.05 Unrealized
CAPITOL INVT CORP IV 1.1%
Value ($000) $4,795 Shares 485,800 Est. Cost $9.68 Unrealized
LEO HOLDINGS CORP 1.0%
Value ($000) $4,681 Shares 460,300 Est. Cost $10.00 Unrealized
KINDRED HEALTHCARE INC 1.0%
Value ($000) $4,611 Shares 512,349 Est. Cost $9.00 Unrealized
GS ACQUISITION HLDGS CORP 1.0%
Value ($000) $4,375 Shares 428,100 Est. Cost $10.22 Unrealized
NEW FRONTIER CORP 0.9%
Value ($000) $4,030 Shares 401,000 Est. Cost $10.05 Unrealized
ALTA MESA RES INC 0.9%
Value ($000) $4,021 Shares 590,459 Est. Cost $7.95 Unrealized
NEBULA ACQUISITION CORP 0.9%
Value ($000) $4,014 Shares 398,616 Est. Cost $10.12 Unrealized
ROCKWELL COLLINS INC 0.8%
Value ($000) $3,852 Shares 28,600 Est. Cost $134.85 Unrealized
MUDRICK CAP ACQUISITION CORP 0.8%
Value ($000) $3,479 Shares 340,387 Est. Cost $10.22 Unrealized
RWGE/U REGALWOOD GLOBAL ENERGY LTD 0.7%
Value ($000) $3,386 Shares 333,630 Est. Cost $9.95 Unrealized
SOCIAL CAP HEDOSOPHIA HLDGS 0.7%
Value ($000) $3,329 Shares 303,471 Est. Cost $10.91 Unrealized
GIGCAPITAL INC 0.7%
Value ($000) $3,306 Shares 314,900 Est. Cost $10.00 Unrealized
SPARTON CORP 0.7%
Value ($000) $3,070 Shares 161,640 Est. Cost $22.10 Unrealized
CONSTELLATION ALPHA CAP CORP 0.7%
Value ($000) $2,988 Shares 300,000 Est. Cost $9.75 Unrealized
TIBERIUS ACQUISITION CORP 0.6%
Value ($000) $2,740 Shares 272,100 Est. Cost $10.09 Unrealized
T AT&T INC 0.5%
Value ($000) $2,475 Shares 77,074 Est. Cost $14.53 Unrealized 0.0%
DFB HEALTHCARE ACQUISTION CO 0.5%
Value ($000) $2,413 Shares 237,704 Est. Cost $10.05 Unrealized
RITE AID CORP 0.5%
Value ($000) $2,312 Shares 1,336,500 Est. Cost $6.94 Unrealized
VECTOIQ ACQUISITION CORP 0.5%
Value ($000) $2,057 Shares 204,270 Est. Cost $10.07 Unrealized
HENNESSY CAP ACQUSTON CORP I 0.4%
Value ($000) $1,838 Shares 181,226 Est. Cost $9.86 Unrealized
U S G CORP 0.4%
Value ($000) $1,725 Shares 40,000 Est. Cost $43.13 Unrealized
HENNESSY CAP ACQUSTON CORP I 0.4%
Value ($000) $1,675 Shares 150,196 Est. Cost $10.13 Unrealized
HL ACQUISITIONS CORP 0.3%
Value ($000) $1,509 Shares 150,000 Est. Cost $10.06 Unrealized
MTGE INVT CORP 0.3%
Value ($000) $1,482 Shares 75,600 Est. Cost $19.60 Unrealized
MODERN MEDIA ACQUISITION 0.3%
Value ($000) $1,240 Shares 114,350 Est. Cost $10.26 Unrealized
LEN/B LENNAR CORP 0.3%
Value ($000) $1,220 Shares 28,570 Est. Cost $31.21 Unrealized +19.2%
BIG ROCK PARTNERS ACQUISI CO 0.3%
Value ($000) $1,205 Shares 115,000 Est. Cost $10.23 Unrealized
DRAPER OAKWOOD TECHNOLOGY 0.2%
Value ($000) $1,022 Shares 102,428 Est. Cost $9.78 Unrealized
DRAPER OAKWOOD TECHNOLOGY 0.2%
Value ($000) $1,005 Shares 83,775 Est. Cost $10.22 Unrealized
SABAN CAP ACQUISITION CORP 0.2%
Value ($000) $992 Shares 93,200 Est. Cost $10.57 Unrealized
THUNDER BRIDGE ACQUISITION L 0.2%
Value ($000) $883 Shares 87,995 Est. Cost $10.03 Unrealized
TPG PACE ENERGY HLDGS CORP 0.2%
Value ($000) $732 Shares 266,299 Est. Cost $1.35 Unrealized
FEDERAL STR ACQUISITION CORP 0.1%
Value ($000) $625 Shares 480,436 Est. Cost $1.15 Unrealized
TPG PACE HLDGS CORP 0.1%
Value ($000) $545 Shares 320,631 Est. Cost $1.55 Unrealized
MATLIN & PARTNERS ACQUISITIO 0.1%
Value ($000) $536 Shares 788,933 Est. Cost $0.42 Unrealized
ALTA MESA RES INC 0.1%
Value ($000) $526 Shares 375,992 Est. Cost $1.55 Unrealized
KAYNE ANDERSON ACQUISITION 0.1%
Value ($000) $421 Shares 350,908 Est. Cost $0.85 Unrealized
TH PLATINUM EAGLE ACQUISITIN CO 0.1%
Value ($000) $404 Shares 41,590 Est. Cost $9.71 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $384 Shares 5,529 Est. Cost $69.45 Unrealized
CONSTELLATION ALPHA CAP CORP 0.1%
Value ($000) $367 Shares 1,019,550 Est. Cost $0.23 Unrealized
AVISTA HEALTHCARE PUB ACQ CO 0.1%
Value ($000) $328 Shares 697,622 Est. Cost $0.40 Unrealized
VANTAGE ENERGY ACQUISITION 0.1%
Value ($000) $313 Shares 240,389 Est. Cost $1.20 Unrealized
PENSARE ACQUISITION CORP 0.1%
Value ($000) $270 Shares 550,556 Est. Cost $0.50 Unrealized
CONSTELLATION ALPHA CAP CORP 0.0%
Value ($000) $227 Shares 350,000 Est. Cost $0.31 Unrealized
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $223 Shares 2,041 Est. Cost $109.26 Unrealized
WILLSCOT CORP 0.0%
Value ($000) $215 Shares 95,000 Est. Cost $1.44 Unrealized
HENNESSY CAP ACQUSTON CORP I 0.0%
Value ($000) $202 Shares 140,000 Est. Cost $1.44 Unrealized
GORES HLDGS II INC 0.0%
Value ($000) $194 Shares 104,958 Est. Cost $1.38 Unrealized
LANDCADIA HLDGS INC 0.0%
Value ($000) $180 Shares 217,108 Est. Cost $0.74 Unrealized
PENSARE ACQUISITION CORP 0.0%
Value ($000) $176 Shares 275,278 Est. Cost $0.55 Unrealized
LEGACY ACQUISITION CORP 0.0%
Value ($000) $159 Shares 370,168 Est. Cost $0.43 Unrealized
GTY TECHNOLOGY HOLDINGS INC 0.0%
Value ($000) $155 Shares 123,814 Est. Cost $1.45 Unrealized
INDUSTREA ACQUISITION CORP 0.0%
Value ($000) $120 Shares 200,000 Est. Cost $0.60 Unrealized
BLACK RIDGE ACQUISITION CORP 0.0%
Value ($000) $116 Shares 270,000 Est. Cost $0.33 Unrealized
BLACK RIDGE ACQUISITION CORP 0.0%
Value ($000) $59 Shares 170,000 Est. Cost $0.28 Unrealized
PLATINUM EAGLE ACQUISITIN CO 0.0%
Value ($000) $50 Shares 22,100 Est. Cost $2.26 Unrealized