Littlejohn & CO LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Littlejohn & CO LLC disclosed 9 US equity positions worth $105.5m in its Q1 2026 13F filing. The largest position was MAGN at 21.9% of the reported book, followed by ASTL and AVAH.
What did Littlejohn & CO LLC own in Q1 2026? Top 9 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | MAGN MAGNERA CORP | 21.9% | $23.1m | 2,425,818 | – | ||
| 2 | ASTL ALGOMA STL GROUP INC | 13.5% | $14.2m | 3,446,503 | – | ||
| 3 | AVAH AVEANNA HEALTHCARE HLDGS INC | Healthcare | 13.4% | $14.2m | 2,203,362 | – | |
| 4 | BLDR BUILDERS FIRSTSOURCE INC | Industrials | 13.3% | $14.1m | 170,671 | – | |
| 5 | FWRD FORWARD AIR CORP | 11.6% | $12.3m | 733,261 | – | ||
| 6 | LPX LOUISIANA PAC CORP | Industrials | 11.1% | $11.7m | 160,600 | – | |
| 7 | TTAN SERVICETITAN INC | Technology | 8.6% | $9.0m | 142,198 | – | |
| 8 | ALVOTECH | 4.3% | $4.5m | 1,318,534 | – | ||
| 9 | SRG SERITAGE GROWTH PPTYS | Real Estate | 2.4% | $2.5m | 885,208 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.