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LITTLEJOHN & CO LLC

Q2 2025 · Filed 2025-08-13
Market Value
$210M
+55.5%
Holdings
11
+1
New Purchases
1
Added To
4
Closed
1
Reduced
0
Top 10 Concentration
100.0%
Turnover
18.2%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
FWRD 34.09% 0.00% +34.09% $72M
ASGN 2.73% 1.70% +1.03% $6M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AVAH 19.91% 30.30% -10.39% $42M
MAGN 16.10% 26.15% -10.05% $34M
CBL 8.65% 14.08% -5.43% $18M
ALVO 5.72% 9.43% -3.71% $12M
ALIT 3.97% 6.47% -2.50% $8M
ASTL 7.45% 8.83% -1.38% $16M
SRG 1.36% 2.22% -0.86% $3M
EEX 0.00% 0.75% -0.75% $0
OPI 0.03% 0.08% -0.05% $57K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Small Cap 8 $136M 64.5%
Micro Cap 3 $75M 35.5%

Portfolio Analytics

Avg Market Cap
$701M
Median Market Cap
$496M
Avg P/E
7.5
Median P/E
8.2
Avg Dividend Yield
0.02%
Avg Beta
1.41
# Stocks
11
# ETFs / Funds
0

Top Holdings (11 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 FWRD 34.09% 2,921,880 $72M $24.54 +2,921,880 NEW
2 AVAH 19.91% 8,008,476 $42M $5.23 $900K +446,736 +5.9%
3 MAGN 16.10% 2,803,984 $34M $12.08 -$2M +855,924 +43.9%
4 CBL 8.65% 716,373 $18M $25.39 -$852K
5 ASTL 7.45% 2,273,972 $16M $6.89 $4M +71,277 +3.2%
6 ALVO 5.72% 1,318,534 $12M $9.12 -$725K
7 ALIT 3.97% 1,475,859 $8M $5.66 -$398K
8 ASGN 2.73% 114,959 $6M $49.93 $3M +78,559 +215.8%
9 SRG 1.36% 931,122 $3M $3.08 -$140K
10 OPI 0.03% 230,897 $57K $0.25 -$48K
11 EEX —% -$1M -259,358 -100.0% SOLD

Options Breakdown

9 Calls $42K Call Value 1 Puts $0 Put Value 0.0 P/C Ratio

Top Calls

SymbolSharesValueStatus
RUMBW 5,000 $15K
FBYDW 18,749 $13K
AFRIW 25,000 $12K
LIDRW 16,666 $1K
BSLKW 16,515 $357
BNZIW 10,000 $249
XBPEW 6,249 $212
SATLW $0 SOLD
ASTL $0 SOLD

Top Puts

SymbolSharesValueStatus
IWM $0 SOLD

New Positions

SymbolValue% Port
FWRD $72M 34.09%

Sold Out Positions

SymbolValue% Port
EEX —%
View SEC EDGAR Filings for LITTLEJOHN & CO LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms