LONGFELLOW INVESTMENT MANAGEMENT CO LLC Quant / Systematic

CIK: 0001167487 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: May 15, 2020

Total Value ($000): $291,940 (100.0% shares, 0.0% debt)

Holdings (126)

JUNIPER INDL HLDGS INC 6.2%
Value ($000) $18,051 Shares 1,787,193 Est. Cost $10.18 Unrealized
CHURCHILL CAP CORP II 5.1%
Value ($000) $14,795 Shares 1,369,832 Est. Cost $10.34 Unrealized
GORES HLDGS IV INC 4.0%
Value ($000) $11,539 Shares 1,104,200 Est. Cost $10.45 Unrealized
ALUS/U ALUSSA ENERGY ACQUISITION CO 3.7%
Value ($000) $10,791 Shares 1,089,920 Est. Cost $10.07 Unrealized
CHURCHILL CAP CORP III 3.5%
Value ($000) $10,307 Shares 1,015,465 Est. Cost $10.15 Unrealized
HAYMAKER ACQUISITION CORP II 3.5%
Value ($000) $10,141 Shares 967,578 Est. Cost $10.26 Unrealized
HENNESSY CAP ACQUSTION CORP 3.1%
Value ($000) $9,108 Shares 883,413 Est. Cost $10.29 Unrealized
LANDCADIA HLDGS II INC 3.0%
Value ($000) $8,757 Shares 878,281 Est. Cost $10.03 Unrealized
UNION ACQUISITION CORP II 2.5%
Value ($000) $7,390 Shares 733,799 Est. Cost $10.19 Unrealized
DMY TECHNOLOGY GROUP INC 2.5%
Value ($000) $7,337 Shares 725,000 Est. Cost $10.12 Unrealized
FLYING EAGLE ACQUISITION COR 2.4%
Value ($000) $7,124 Shares 685,635 Est. Cost $10.39 Unrealized
CIIG MERGER CORP 2.4%
Value ($000) $6,917 Shares 690,299 Est. Cost $10.11 Unrealized
FINTECH ACQUISITION CORP III 2.3%
Value ($000) $6,846 Shares 657,557 Est. Cost $10.55 Unrealized
SOUTH MTN MERGER CORP 2.3%
Value ($000) $6,672 Shares 623,502 Est. Cost $10.18 Unrealized
OAKTREE ACQUISITION CORP 2.3%
Value ($000) $6,641 Shares 629,400 Est. Cost $10.16 Unrealized
COLLIER CREEK HOLDINGS 2.2%
Value ($000) $6,483 Shares 590,427 Est. Cost $10.36 Unrealized
NEW PROVIDENCE ACQUISITION 2.1%
Value ($000) $6,229 Shares 596,076 Est. Cost $10.12 Unrealized
GX ACQUISITION CORP 2.1%
Value ($000) $6,021 Shares 587,356 Est. Cost $10.23 Unrealized
PIVOTAL INVT CORP II 2.0%
Value ($000) $5,874 Shares 581,527 Est. Cost $10.18 Unrealized
TRINE ACQUISITION CORP 1.9%
Value ($000) $5,587 Shares 531,572 Est. Cost $10.24 Unrealized
ACT II GLOBAL ACQUISITION CO 1.9%
Value ($000) $5,556 Shares 551,650 Est. Cost $10.07 Unrealized
FINSERV ACQUISITION CORP 1.8%
Value ($000) $5,181 Shares 502,927 Est. Cost $10.22 Unrealized
GORES METROPOULOS INC 1.8%
Value ($000) $5,146 Shares 479,974 Est. Cost $10.40 Unrealized
HEALTHCARE MERGER CORP 1.7%
Value ($000) $5,000 Shares 488,126 Est. Cost $10.31 Unrealized
CITIC CAPITAL ACQUISITION CO 1.7%
Value ($000) $4,880 Shares 483,070 Est. Cost $10.10 Unrealized
EXPERIENCE INVT CORP 1.6%
Value ($000) $4,788 Shares 478,782 Est. Cost $10.01 Unrealized
CF FIN ACQUISITION CORP 1.5%
Value ($000) $4,482 Shares 411,176 Est. Cost $10.29 Unrealized
SILVER SPIKE ACQUISITION COR 1.5%
Value ($000) $4,461 Shares 443,946 Est. Cost $10.09 Unrealized
GALILEO ACQUISITION CORP 1.5%
Value ($000) $4,382 Shares 431,998 Est. Cost $10.24 Unrealized
CRESCENT ACQUISITION CORP 1.5%
Value ($000) $4,378 Shares 432,529 Est. Cost $10.10 Unrealized
CHP MERGER CORP 1.4%
Value ($000) $4,154 Shares 407,219 Est. Cost $10.17 Unrealized
THUNDER BRDG ACQUISTION II L 1.4%
Value ($000) $4,031 Shares 391,661 Est. Cost $10.18 Unrealized
CONYERS PK II ACQUISITION CO 1.3%
Value ($000) $3,895 Shares 365,641 Est. Cost $10.39 Unrealized
APEX TECHNOLOGY ACQUISITION 1.2%
Value ($000) $3,376 Shares 331,937 Est. Cost $10.19 Unrealized
SCHULTZE SPL PURP ACQUSTN CO 1.1%
Value ($000) $3,250 Shares 319,854 Est. Cost $10.16 Unrealized
CONYERS PK II ACQUISITION CO 1.0%
Value ($000) $3,032 Shares 288,718 Est. Cost $10.64 Unrealized
AMPLITUDE HLTHCRE AQUSTIN CO 1.0%
Value ($000) $2,852 Shares 286,962 Est. Cost $10.07 Unrealized
RPLA/U REPLAY ACQUISITION CORP 0.9%
Value ($000) $2,546 Shares 248,837 Est. Cost $10.02 Unrealized
INSURANCE ACQUISITION CORP 0.8%
Value ($000) $2,450 Shares 243,242 Est. Cost $10.07 Unrealized
FAR PT ACQUISITION CORP 0.7%
Value ($000) $2,184 Shares 213,073 Est. Cost $10.38 Unrealized
FINTECH ACQUISITION CORP III 0.7%
Value ($000) $2,074 Shares 203,877 Est. Cost $10.17 Unrealized
COLLIER CREEK HOLDINGS 0.7%
Value ($000) $2,026 Shares 193,487 Est. Cost $10.46 Unrealized
INTERPRIVATE ACQUISITION COR 0.7%
Value ($000) $2,020 Shares 200,000 Est. Cost $10.10 Unrealized
NETFIN ACQUISITION CORP 0.7%
Value ($000) $1,995 Shares 195,000 Est. Cost $10.09 Unrealized
SPARTAN ENERGY ACQUISITION C 0.6%
Value ($000) $1,833 Shares 172,046 Est. Cost $10.15 Unrealized
FAR PT ACQUISITION CORP 0.6%
Value ($000) $1,807 Shares 177,289 Est. Cost $10.21 Unrealized
SJNK SPDR SER TR 0.6%
Value ($000) $1,703 Shares 69,283 Est. Cost $26.85 Unrealized
DIAMONDPEAK HLDGS COR 0.6%
Value ($000) $1,687 Shares 168,451 Est. Cost $10.02 Unrealized
SCVX CORP 0.5%
Value ($000) $1,452 Shares 142,981 Est. Cost $10.16 Unrealized
GIGCAPITAL2 INC 0.5%
Value ($000) $1,416 Shares 136,120 Est. Cost $10.03 Unrealized
LF CAP ACQUISITION CORP 0.5%
Value ($000) $1,370 Shares 131,590 Est. Cost $10.41 Unrealized
STABLE RD ACQUISITION CORP 0.5%
Value ($000) $1,360 Shares 135,953 Est. Cost $10.03 Unrealized
OAKTREE ACQUISITION CORP 0.5%
Value ($000) $1,359 Shares 136,238 Est. Cost $9.98 Unrealized
AMCI ACQUISITION CORP 0.4%
Value ($000) $1,267 Shares 120,296 Est. Cost $10.28 Unrealized
ACT II GLOBAL ACQUISITION CO 0.4%
Value ($000) $1,205 Shares 113,703 Est. Cost $10.12 Unrealized
PROPTECH ACQUISITION CORP 0.3%
Value ($000) $1,001 Shares 100,100 Est. Cost $10.00 Unrealized
INSURANCE ACQUISITION CORP 0.3%
Value ($000) $863 Shares 83,011 Est. Cost $10.11 Unrealized
ACAMAR PARTNERS ACQSITION CO 0.3%
Value ($000) $828 Shares 80,697 Est. Cost $10.01 Unrealized
GDYN GRID DYNAMICS HLDGS INC 0.3%
Value ($000) $799 Shares 100,000 Est. Cost $10.50 Unrealized 0.0%
SCPE/U SC HEALTH CORP 0.2%
Value ($000) $727 Shares 69,866 Est. Cost $10.35 Unrealized
GORES METROPOULOS INC 0.2%
Value ($000) $676 Shares 450,745 Est. Cost $1.46 Unrealized
ARYA SCIENCES ACQUISITION CO 0.2%
Value ($000) $666 Shares 57,874 Est. Cost $10.34 Unrealized
PAE INC 0.2%
Value ($000) $601 Shares 70,731 Est. Cost $8.50 Unrealized
CF FIN ACQUISITION CORP 0.2%
Value ($000) $590 Shares 57,145 Est. Cost $10.32 Unrealized
VRT VERTIV HOLDINGS CO 0.2%
Value ($000) $577 Shares 54,409 Est. Cost $10.98 Unrealized 0.0%
PROFICIENT ALPHA ACQUSTN COR 0.2%
Value ($000) $516 Shares 50,000 Est. Cost $10.05 Unrealized
GORES METROPOULOS INC 0.2%
Value ($000) $510 Shares 50,000 Est. Cost $10.08 Unrealized
HAYMAKER ACQUISITION CORP II 0.2%
Value ($000) $471 Shares 412,792 Est. Cost $1.50 Unrealized
NEBULA ACQUISITION CORP 0.1%
Value ($000) $392 Shares 34,048 Est. Cost $10.12 Unrealized
MELLANOX TECHNOLOGIES LTD 0.1%
Value ($000) $375 Shares 3,000 Est. Cost $120.56 Unrealized
VECTOIQ ACQUISITION CORP 0.1%
Value ($000) $364 Shares 88,600 Est. Cost $0.51 Unrealized
HENNESSY CAP ACQUSTION CORP 0.1%
Value ($000) $353 Shares 34,690 Est. Cost $10.18 Unrealized
COLLIER CREEK HOLDINGS 0.1%
Value ($000) $321 Shares 257,300 Est. Cost $1.31 Unrealized
CONYERS PK II ACQUISITION CO 0.1%
Value ($000) $318 Shares 205,448 Est. Cost $1.87 Unrealized
ANDINA ACQUISITION CORP III 0.1%
Value ($000) $313 Shares 30,206 Est. Cost $10.10 Unrealized
PAE INC 0.1%
Value ($000) $290 Shares 165,584 Est. Cost $1.75 Unrealized
VERTIV HOLDINGS CO 0.1%
Value ($000) $281 Shares 101,842 Est. Cost $2.76 Unrealized
AMCI ACQUISITION CORP 0.1%
Value ($000) $254 Shares 25,000 Est. Cost $10.16 Unrealized
WRIGHT MED GROUP N V 0.1%
Value ($000) $250 Shares 8,582 Est. Cost $30.53 Unrealized
MONOCLE ACQUISITION CORP 0.1%
Value ($000) $191 Shares 18,360 Est. Cost $10.08 Unrealized
LGL SYS ACQUISITION CORP 0.1%
Value ($000) $183 Shares 18,200 Est. Cost $10.05 Unrealized
FAR PT ACQUISITION CORP 0.1%
Value ($000) $166 Shares 364,750 Est. Cost $0.77 Unrealized
FINSERV ACQUISITION CORP 0.1%
Value ($000) $150 Shares 200,000 Est. Cost $0.75 Unrealized
FORUM MERGER II CORP 0.0%
Value ($000) $138 Shares 528,249 Est. Cost $0.47 Unrealized
ALTG ALTA EQUIPMENT GROUP INC 0.0%
Value ($000) $131 Shares 25,000 Est. Cost $8.01 Unrealized 0.0%
LEGACY ACQUISITION CORP 0.0%
Value ($000) $124 Shares 352,210 Est. Cost $0.51 Unrealized
SPARTAN ENERGY ACQUISITION C 0.0%
Value ($000) $124 Shares 12,100 Est. Cost $10.25 Unrealized
GX ACQUISITION CORP 0.0%
Value ($000) $111 Shares 208,214 Est. Cost $0.67 Unrealized
CF FIN ACQUISITION CORP 0.0%
Value ($000) $110 Shares 219,286 Est. Cost $0.65 Unrealized
FINTECH ACQUISITION CORP III 0.0%
Value ($000) $98 Shares 142,622 Est. Cost $1.04 Unrealized
UTI UNIVERSAL TECHNICAL INST INC 0.0%
Value ($000) $97 Shares 15,000 Est. Cost $7.08 Unrealized 0.0%
ACAMAR PARTNERS ACQSITION CO 0.0%
Value ($000) $95 Shares 179,230 Est. Cost $0.60 Unrealized
STABLE RD ACQUISITION CORP 0.0%
Value ($000) $60 Shares 150,000 Est. Cost $0.40 Unrealized
MERIDA MERGER CORP I 0.0%
Value ($000) $57 Shares 150,000 Est. Cost $0.50 Unrealized
NETFIN ACQUISITION CORP 0.0%
Value ($000) $56 Shares 186,300 Est. Cost $0.30 Unrealized
HENNESSY CAP ACQUSTION CORP 0.0%
Value ($000) $47 Shares 154,500 Est. Cost $0.48 Unrealized
GRID DYNAMICS HLDGS INC 0.0%
Value ($000) $38 Shares 20,000 Est. Cost $1.90 Unrealized
TRINE ACQUISITION CORP 0.0%
Value ($000) $36 Shares 54,903 Est. Cost $0.81 Unrealized
SCVX CORP 0.0%
Value ($000) $35 Shares 50,000 Est. Cost $0.70 Unrealized
GTY TECHNOLOGY HOLDINGS INC 0.0%
Value ($000) $30 Shares 7,500 Est. Cost $8.80 Unrealized
LANDCADIA HLDGS II INC 0.0%
Value ($000) $30 Shares 75,000 Est. Cost $0.72 Unrealized
BROOGE HLDGS LTD 0.0%
Value ($000) $29 Shares 25,000 Est. Cost $1.16 Unrealized
ACT II GLOBAL ACQUISITION CO 0.0%
Value ($000) $28 Shares 42,800 Est. Cost $0.65 Unrealized
REPLAY ACQUISITION CORP 0.0%
Value ($000) $26 Shares 67,300 Est. Cost $0.85 Unrealized
CMLS CUMULUS MEDIA INC 0.0%
Value ($000) $24 Shares 5,300 Est. Cost $15.03 Unrealized -20.3%
SHPSQ GALILEO ACQUISITION CORP 0.0%
Value ($000) $23 Shares 116,415 Est. Cost $0.20 Unrealized
TH TARGET HOSPITALITY CORP 0.0%
Value ($000) $22 Shares 10,477 Est. Cost $10.09 Unrealized -58.3%
MEGALITH FINL ACQUISITION CO 0.0%
Value ($000) $18 Shares 1,647 Est. Cost $10.93 Unrealized
WAITR HLDGS INC 0.0%
Value ($000) $18 Shares 12,700 Est. Cost $11.15 Unrealized
DIAMONDPEAK HLDGS COR 0.0%
Value ($000) $17 Shares 25,254 Est. Cost $0.80 Unrealized
CRESCENT ACQUISITION CORP 0.0%
Value ($000) $15 Shares 23,500 Est. Cost $0.64 Unrealized
NEW PROVIDENCE ACQUISITION 0.0%
Value ($000) $14 Shares 25,000 Est. Cost $0.56 Unrealized
GRAF INDL CORP 0.0%
Value ($000) $12 Shares 30,000 Est. Cost $0.40 Unrealized
LEISURE ACQUISITION CORP 0.0%
Value ($000) $10 Shares 63,500 Est. Cost $0.16 Unrealized
PYXUS INTL INC 0.0%
Value ($000) $9 Shares 3,159 Est. Cost $12.98 Unrealized
ALTA EQUIPMENT GROUP INC 0.0%
Value ($000) $5 Shares 5,950 Est. Cost $0.84 Unrealized
TARGET HOSPITALITY CORP 0.0%
Value ($000) $5 Shares 21,189 Est. Cost $1.03 Unrealized
BIG ROCK PARTNERS ACQUISI CO 0.0%
Value ($000) $3 Shares 22,493 Est. Cost $0.50 Unrealized
LEO HOLDINGS CORP 0.0%
Value ($000) $2 Shares 2,576 Est. Cost $0.74 Unrealized
PACK RANPAK HLDGS CORP 0.0%
Value ($000) $2 Shares 164 Est. Cost $6.63 Unrealized +15.6%
TORTOISE ACQUISITION CORP 0.0%
Value ($000) $2 Shares 5,000 Est. Cost $0.60 Unrealized
ALLEGRO MERGER CORP 0.0%
Value ($000) $1 Shares 40,000 Est. Cost $0.03 Unrealized
MAPSW SILVER SPIKE ACQUISITION COR 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
ALLEGRO MERGER CORP 0.0%
Value ($000) $1 Shares 20,000 Est. Cost $0.05 Unrealized
VERTIV HOLDINGS CO 0.0%
Value ($000) $1 Shares 3 Est. Cost $333.33 Unrealized
BIG ROCK PARTNERS ACQUISI CO 0.0%
Value ($000) $1 Shares 11,300 Est. Cost $0.44 Unrealized