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LITTLEJOHN & CO LLC

Q3 2025 · Filed 2025-11-12
Market Value
$198M
-5.8%
Holdings
11
New Purchases
1
Added To
2
Closed
2
Reduced
2
Top 10 Concentration
100.0%
Turnover
27.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AVAH 26.58% 19.91% +6.67% $53M
BLDR 4.10% 0.00% +4.10% $8M
MAGN 18.96% 16.10% +2.85% $38M
FWRD 35.62% 34.09% +1.53% $71M
SRG 2.00% 1.36% +0.63% $4M
OPI 0.04% 0.03% +0.01% $76K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CBL 0.00% 8.65% -8.65% $0
ASGN 0.00% 2.73% -2.73% $0
ASTL 4.83% 7.45% -2.61% $10M
ALIT 2.43% 3.97% -1.54% $5M
ALVO 5.45% 5.72% -0.27% $11M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mid Cap 1 $8M 4.1%
Small Cap 7 $115M 58.2%
Micro Cap 3 $75M 37.7%

Portfolio Analytics

Avg Market Cap
$1.3B
Median Market Cap
$496M
Avg P/E
12.6
Median P/E
8.2
Avg Dividend Yield
0.02%
Avg Beta
1.49
# 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 35.62% 2,752,459 $71M $25.64 -$1M -169,421 -5.8%
2 AVAH 26.58% 5,937,609 $53M $8.87 $11M -2,070,867 -25.9%
3 MAGN 18.96% 3,204,726 $38M $11.72 $4M +400,742 +14.3%
4 ALVO 5.45% 1,318,534 $11M $8.19 -$1M
5 ASTL 4.83% 2,693,887 $10M $3.55 -$6M +419,915 +18.5%
6 BLDR 4.10% 67,000 $8M $121.25 +67,000 NEW
7 ALIT 2.43% 1,475,859 $5M $3.26 -$4M
8 SRG 2.00% 931,122 $4M $4.25 $1M
9 OPI 0.04% 230,897 $76K $0.33 $19K
10 CBL —% -$18M -716,373 -100.0% SOLD
11 ASGN —% -$6M -114,959 -100.0% SOLD

New Positions

SymbolValue% Port
BLDR $8M 4.10%

Sold Out Positions

SymbolValue% Port
CBL —%
ASGN —%
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