Institutions / Littlejohn & Co LLC
Littlejohn & Co LLC
CIK 1042537 · Institution · as of Mar 31, 2026
Portfolio value
$105.51M
Positions
9
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$105.51M-45.0%Positions
9+0.0%Top holdings
Mar 31, 2026
| Company | Value | % of portfolio |
|---|---|---|
| Magnera Corp | $23.07M | 21.9% |
| Algoma Steel Group Inc. | $14.23M | 13.5% |
| Aveanna Healthcare Holdings, Inc.AVAH | $14.19M | 13.4% |
| Builders FirstSource Inc | $14.05M | 13.3% |
| Forward Air CorpFWRD | $12.25M | 11.6% |
| Louisiana-Pacific Corp | $11.68M | 11.1% |
| ServiceTitan, Inc. | $9.02M | 8.6% |
| Alvotech | $4.52M | 4.3% |
| Seritage Growth Properties | $2.49M | 2.4% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | FWRD Forward Air Corp Common Stock | $-28.29M | -1.7M -69.78% | 733,261 11.61% of portfolio | medium |
| Q1 2026 as of | New | Louisiana-Pacific Corp Common stock | $11.68M | +161K | 160,600 11.07% of portfolio | medium |
| Q1 2026 as of | Exit | Floor & Decor Holdings Inc Common stock | $-7.92M | -130K -100.00% | 0 | medium |
| Q1 2026 as of | Trim | AVAH Aveanna Healthcare Holdings, Inc. Common Stock | $-3.83M | -594K -21.24% | 2,203,362 13.45% of portfolio | low |
| Q1 2026 as of | Trim | ServiceTitan, Inc. Common stock | $-2.71M | -43K -23.07% | 142,198 8.55% of portfolio | low |
| Q1 2026 as of | Trim | Magnera Corp Common stock | $-1.60M | -168K -6.48% | 2,425,818 21.86% of portfolio | low |
| Q1 2026 as of | Trim | Seritage Growth Properties Common stock | $-129.0K | -46K -4.93% | 885,208 2.36% of portfolio | low |