LONGFELLOW INVESTMENT MANAGEMENT CO LLC

Q4 2013 13F-HR Holdings

Location
Boston, MA
Holdings as of
12/31/2013
Date filed
2/3/2014
Form type
13F-HR
Num holdings
71
Total value ($000)
$608,297
Net value change ($000)
New positions
69
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
LIFE TECHNOLOGIES 27,125
HARRIS TEETER SUPERMARKETS I 25,015
LSI LOGIC 24,020
COLE REAL ESTATE INVTS INC COM 22,746
SANTARUS INC 22,367
CAPITALSOURCE INC 22,269
HUDSON CITY 22,076
ZOLTEK COS INC 21,195
CONSOLIDATED GRAPHICS INC 20,474
VIROPHARMA INC 19,858
Top Reduces (Value $000, Stocks/ETFs)
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 598 (0.1% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type