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LITTLEJOHN & CO LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001042537

$78.6M

disclosed book value

10

positions

28.2%

largest position share

Positions, as of 2026-06-30

top 10 of 10 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1MAGNMAGNERA CORP1.9M$22.2M28.2%
2BLDRBUILDERS FIRSTSOURCE INC170,671$15.3M19.4%
3LPXLOUISIANA PAC CORP160,600$12.6M16.1%
4TTANSERVICETITAN INC142,198$10.1M12.8%
5ASTLALGOMA STL GROUP INC1.5M$6.2M7.8%
6OPIOFFICE PPTYS INCOME TR326,981$5.6M7.1%
7ALVOTECH1.3M$4.9M6.2%
8AVAHAVEANNA HEALTHCARE HLDGS INC215,505$1.8M2.3%
9FORAFRIC GLOBAL PLCCALL22,500$14,1750%
10AEYE INCCALL14,912$2580%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.