LONGFELLOW INVESTMENT MANAGEMENT CO LLC Quant / Systematic

CIK: 0001167487 · Show all filings

Period: Q3 2018 (← Previous) (Next →)

Filing Date: Nov 13, 2018

Total Value ($000): $401,562 (100.0% shares, 0.0% debt)

Holdings (108)

TWENTY FIRST CENTY FOX INC 3.8%
Value ($000) $15,162 Shares 330,900 Est. Cost $49.27 Unrealized
NXPI NXP SEMICONDUCTORS N V 3.4%
Value ($000) $13,791 Shares 161,300 Est. Cost $102.31 Unrealized -16.7%
ANDEAVOR 3.2%
Value ($000) $13,048 Shares 85,000 Est. Cost $137.75 Unrealized
TRIBUNE MEDIA CO 3.2%
Value ($000) $12,874 Shares 335,000 Est. Cost $40.77 Unrealized
FOREST CITY RLTY TR INC 2.8%
Value ($000) $11,291 Shares 450,000 Est. Cost $25.09 Unrealized
MOSAIC ACQUISITION CORP 2.7%
Value ($000) $10,959 Shares 1,074,674 Est. Cost $10.15 Unrealized
GORES HOLDINGS III INC 2.5%
Value ($000) $10,210 Shares 1,000,000 Est. Cost $10.21 Unrealized
KAPSTONE PAPER & PACKAGING C 2.5%
Value ($000) $10,173 Shares 300,000 Est. Cost $34.31 Unrealized
AETNA INC NEW 2.5%
Value ($000) $10,143 Shares 50,000 Est. Cost $202.86 Unrealized
CHURCHILL CAP CORP 2.5%
Value ($000) $10,141 Shares 1,001,100 Est. Cost $10.13 Unrealized
SPARTAN ENERGY ACQUISITON CO 2.5%
Value ($000) $10,085 Shares 993,589 Est. Cost $10.15 Unrealized
ROCKWELL COLLINS INC 2.4%
Value ($000) $9,636 Shares 68,600 Est. Cost $138.12 Unrealized
HAYMAKER ACQUISITION CORP 2.2%
Value ($000) $8,932 Shares 854,921 Est. Cost $9.90 Unrealized
PURE ACQUISITION CORP 2.2%
Value ($000) $8,719 Shares 840,357 Est. Cost $10.25 Unrealized
VANTAGE ENERGY ACQUISITION 2.2%
Value ($000) $8,650 Shares 866,781 Est. Cost $9.74 Unrealized
LEGACY ACQUISITION CORP 2.2%
Value ($000) $8,648 Shares 853,700 Est. Cost $9.94 Unrealized
TPG PACE HLDGS CORP 2.1%
Value ($000) $8,559 Shares 849,916 Est. Cost $9.74 Unrealized
CA INC 2.0%
Value ($000) $8,168 Shares 185,000 Est. Cost $44.15 Unrealized
PENSARE ACQUISITION CORP 1.9%
Value ($000) $7,713 Shares 774,401 Est. Cost $9.67 Unrealized
AVA AVISTA CORP 1.9%
Value ($000) $7,581 Shares 149,932 Est. Cost $36.12 Unrealized +2.7%
FEDERAL STR ACQUISITION CORP 1.8%
Value ($000) $7,427 Shares 734,656 Est. Cost $9.71 Unrealized
FAR PT ACQUISITION CORP 1.8%
Value ($000) $7,367 Shares 716,632 Est. Cost $10.19 Unrealized
GRAMERCY PPTY TR 1.7%
Value ($000) $6,997 Shares 255,000 Est. Cost $27.34 Unrealized
EXPRESS SCRIPTS HLDG CO 1.7%
Value ($000) $6,651 Shares 70,000 Est. Cost $95.01 Unrealized
LANDCADIA HLDGS INC 1.6%
Value ($000) $6,468 Shares 596,657 Est. Cost $10.00 Unrealized
ONE MADISON CORP 1.6%
Value ($000) $6,259 Shares 603,523 Est. Cost $10.00 Unrealized
TKK SYMPHONY ACQUISITION COR 1.5%
Value ($000) $5,901 Shares 584,289 Est. Cost $10.10 Unrealized
GTY TECHNOLOGY HOLDINGS INC 1.4%
Value ($000) $5,656 Shares 557,817 Est. Cost $10.08 Unrealized
KAYNE ANDERSON ACQUISITION 1.4%
Value ($000) $5,616 Shares 552,781 Est. Cost $9.44 Unrealized
MITEL NETWORKS CORP 1.4%
Value ($000) $5,510 Shares 500,000 Est. Cost $11.02 Unrealized
ENVISION HEALTHCARE CORP 1.3%
Value ($000) $5,259 Shares 115,000 Est. Cost $45.73 Unrealized
TWELVE SEAS INVESTMENT COMPA 1.3%
Value ($000) $5,238 Shares 506,079 Est. Cost $10.06 Unrealized
GORES HLDGS II INC 1.3%
Value ($000) $5,205 Shares 490,131 Est. Cost $9.99 Unrealized
SOCIAL CAP HEDOSOPHIA HLDGS 1.3%
Value ($000) $5,171 Shares 506,960 Est. Cost $10.62 Unrealized
AKORN INC 1.2%
Value ($000) $4,982 Shares 383,818 Est. Cost $33.51 Unrealized
PLATINUM EAGLE ACQUISITIN CO 1.2%
Value ($000) $4,926 Shares 474,069 Est. Cost $10.16 Unrealized
SABAN CAP ACQUISITION CORP 1.2%
Value ($000) $4,893 Shares 482,984 Est. Cost $9.95 Unrealized
GS ACQUISITION HLDGS CORP 1.1%
Value ($000) $4,575 Shares 441,180 Est. Cost $10.22 Unrealized
CAPITOL INVT CORP IV 1.1%
Value ($000) $4,441 Shares 427,801 Est. Cost $10.12 Unrealized
MGY MAGNOLIA OIL & GAS CORP 1.1%
Value ($000) $4,316 Shares 287,535 Est. Cost $13.05 Unrealized 0.0%
SENTINEL ENERGY SVCS INC 1.0%
Value ($000) $4,194 Shares 406,353 Est. Cost $9.97 Unrealized
LEISURE ACQUISITION CORP 1.0%
Value ($000) $3,947 Shares 387,762 Est. Cost $9.91 Unrealized
NEBULA ACQUISITION CORP 1.0%
Value ($000) $3,889 Shares 381,290 Est. Cost $10.12 Unrealized
ALLEGRO MERGER CORP 0.9%
Value ($000) $3,702 Shares 360,500 Est. Cost $10.27 Unrealized
AV HOMES INC 0.9%
Value ($000) $3,678 Shares 183,910 Est. Cost $20.00 Unrealized
FORUM MERGER II CORP 0.9%
Value ($000) $3,603 Shares 355,671 Est. Cost $10.13 Unrealized
LEO HOLDINGS CORP 0.9%
Value ($000) $3,601 Shares 350,300 Est. Cost $10.00 Unrealized
ENERGY XXI GULF COAST INC 0.9%
Value ($000) $3,471 Shares 415,200 Est. Cost $8.36 Unrealized
LASALLE HOTEL PPTYS 0.8%
Value ($000) $3,123 Shares 90,288 Est. Cost $34.23 Unrealized
MUDRICK CAP ACQUISITION CORP 0.8%
Value ($000) $3,090 Shares 300,000 Est. Cost $10.22 Unrealized
XCERRA CORP 0.8%
Value ($000) $3,068 Shares 215,010 Est. Cost $14.27 Unrealized
RWGE/U REGALWOOD GLOBAL ENERGY LTD 0.8%
Value ($000) $3,066 Shares 297,630 Est. Cost $9.95 Unrealized
GIGCAPITAL INC 0.7%
Value ($000) $2,952 Shares 274,900 Est. Cost $10.00 Unrealized
GS ACQUISITION HLDGS CORP 0.7%
Value ($000) $2,771 Shares 284,155 Est. Cost $9.75 Unrealized
ALTA MESA RES INC 0.6%
Value ($000) $2,531 Shares 605,459 Est. Cost $7.86 Unrealized
INVUITY INC 0.6%
Value ($000) $2,527 Shares 341,512 Est. Cost $7.40 Unrealized
DFB HEALTHCARE ACQUISTION CO 0.6%
Value ($000) $2,447 Shares 231,051 Est. Cost $10.05 Unrealized
CAPITOL INVT CORP IV 0.6%
Value ($000) $2,390 Shares 241,200 Est. Cost $9.68 Unrealized
TRINITY MERGER CORP 0.6%
Value ($000) $2,372 Shares 230,704 Est. Cost $10.06 Unrealized
SPARTON CORP 0.6%
Value ($000) $2,332 Shares 161,640 Est. Cost $22.10 Unrealized
NEW FRONTIER CORP 0.5%
Value ($000) $1,940 Shares 190,166 Est. Cost $10.05 Unrealized
U S G CORP 0.4%
Value ($000) $1,732 Shares 40,000 Est. Cost $43.13 Unrealized
CONSTELLATION ALPHA CAP CORP 0.4%
Value ($000) $1,678 Shares 165,817 Est. Cost $9.75 Unrealized
HENNESSY CAP ACQUSTON CORP I 0.4%
Value ($000) $1,579 Shares 155,000 Est. Cost $9.86 Unrealized
LEN/B LENNAR CORP 0.3%
Value ($000) $1,100 Shares 28,570 Est. Cost $31.21 Unrealized +16.8%
MODERN MEDIA ACQUISITION 0.3%
Value ($000) $1,079 Shares 99,480 Est. Cost $10.26 Unrealized
HL ACQUISITIONS CORP 0.3%
Value ($000) $1,018 Shares 99,201 Est. Cost $10.06 Unrealized
BIG ROCK PARTNERS ACQUISI CO 0.2%
Value ($000) $972 Shares 97,067 Est. Cost $10.01 Unrealized
TIBERIUS ACQUISITION CORP 0.2%
Value ($000) $944 Shares 92,100 Est. Cost $10.09 Unrealized
DRAPER OAKWOOD TECHNOLOGY 0.2%
Value ($000) $906 Shares 82,325 Est. Cost $10.22 Unrealized
THUNDER BRIDGE ACQUISITION L 0.2%
Value ($000) $792 Shares 81,520 Est. Cost $9.72 Unrealized
MAGNOLIA OIL & GAS CORP 0.2%
Value ($000) $638 Shares 136,299 Est. Cost $4.68 Unrealized
FEDERAL STR ACQUISITION CORP 0.2%
Value ($000) $635 Shares 437,661 Est. Cost $1.15 Unrealized
KAYNE ANDERSON ACQUISITION 0.2%
Value ($000) $607 Shares 436,486 Est. Cost $0.96 Unrealized
TPG PACE HLDGS CORP 0.1%
Value ($000) $551 Shares 314,970 Est. Cost $1.55 Unrealized
HENNESSY CAP ACQUSTON CORP I 0.1%
Value ($000) $379 Shares 252,647 Est. Cost $1.47 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $357 Shares 4,745 Est. Cost $69.45 Unrealized
SOCIAL CAP HEDOSOPHIA HLDGS 0.1%
Value ($000) $326 Shares 304,950 Est. Cost $1.07 Unrealized
LANDCADIA HLDGS INC 0.1%
Value ($000) $325 Shares 273,305 Est. Cost $0.83 Unrealized
SABAN CAP ACQUISITION CORP 0.1%
Value ($000) $321 Shares 291,446 Est. Cost $1.10 Unrealized
GTY TECHNOLOGY HOLDINGS INC 0.1%
Value ($000) $311 Shares 248,814 Est. Cost $1.35 Unrealized
VANTAGE ENERGY ACQUISITION 0.1%
Value ($000) $284 Shares 210,389 Est. Cost $1.20 Unrealized
TH PLATINUM EAGLE ACQUISITIN CO 0.1%
Value ($000) $255 Shares 25,995 Est. Cost $9.71 Unrealized
PENSARE ACQUISITION CORP 0.1%
Value ($000) $247 Shares 550,556 Est. Cost $0.50 Unrealized
GORES HLDGS II INC 0.1%
Value ($000) $205 Shares 96,759 Est. Cost $1.38 Unrealized
CONSTELLATION ALPHA CAP CORP 0.0%
Value ($000) $193 Shares 877,550 Est. Cost $0.23 Unrealized
ALTA MESA RES INC 0.0%
Value ($000) $188 Shares 376,492 Est. Cost $1.55 Unrealized
AVISTA HEALTHCARE PUB ACQ CO 0.0%
Value ($000) $179 Shares 896,122 Est. Cost $0.35 Unrealized
VECTOIQ ACQUISITION CORP 0.0%
Value ($000) $152 Shares 248,800 Est. Cost $0.61 Unrealized
INDUSTREA ACQUISITION CORP 0.0%
Value ($000) $149 Shares 149,000 Est. Cost $0.60 Unrealized
PENSARE ACQUISITION CORP 0.0%
Value ($000) $143 Shares 275,278 Est. Cost $0.55 Unrealized
LEGACY ACQUISITION CORP 0.0%
Value ($000) $139 Shares 311,898 Est. Cost $0.43 Unrealized
THUNDER BRIDGE ACQUISITION L 0.0%
Value ($000) $134 Shares 300,000 Est. Cost $0.45 Unrealized
MATLIN & PARTNERS ACQUISITIO 0.0%
Value ($000) $123 Shares 164,407 Est. Cost $0.42 Unrealized
BLACK RIDGE ACQUISITION CORP 0.0%
Value ($000) $122 Shares 270,000 Est. Cost $0.33 Unrealized
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $120 Shares 1,025 Est. Cost $109.26 Unrealized
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $98 Shares 1,032 Est. Cost $94.96 Unrealized
GTY TECHNOLOGY HOLDINGS INC 0.0%
Value ($000) $98 Shares 9,102 Est. Cost $10.77 Unrealized
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $89 Shares 2,718 Est. Cost $32.74 Unrealized
CONSTELLATION ALPHA CAP CORP 0.0%
Value ($000) $86 Shares 216,200 Est. Cost $0.31 Unrealized
LEN LENNAR CORP 0.0%
Value ($000) $67 Shares 1,430 Est. Cost $46.22 Unrealized 0.0%
BLACK RIDGE ACQUISITION CORP 0.0%
Value ($000) $63 Shares 170,000 Est. Cost $0.28 Unrealized
BIG ROCK PARTNERS ACQUISI CO 0.0%
Value ($000) $57 Shares 113,000 Est. Cost $0.50 Unrealized
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $30 Shares 381 Est. Cost $78.74 Unrealized
PLATINUM EAGLE ACQUISITIN CO 0.0%
Value ($000) $30 Shares 21,900 Est. Cost $2.26 Unrealized
BIG ROCK PARTNERS ACQUISI CO 0.0%
Value ($000) $25 Shares 56,500 Est. Cost $0.44 Unrealized
THUNDER BRIDGE ACQUISITION L 0.0%
Value ($000) $1 Shares 117 Est. Cost $10.03 Unrealized
FEDERAL STR ACQUISITION CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized