StockDriftsStockDriftsTop 7 Littlejohn & CO LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MAGN | MAGNERA CORP | 28.25% | 1.89M | $22.2M | -22.13%(-536.73K) | $17.74(-29.63%) | 2026-06-30 | |
| BLDR | BUILDERS FIRSTSOURCE INC | 19.44% | 170.7K | $15.3M | +0.00%(+0) | $114.78(-36.83%) | 2026-06-30 | |
| LPX | LOUISIANA PAC CORP | 16.08% | 160.6K | $12.6M | +0.00%(+0) | $76.76(-3.73%) | 2026-06-30 | |
| TTAN | SERVICETITAN INC | 12.8% | 142.2K | $10.1M | +0.00%(+0) | $103.67(-12.80%) | 2026-06-30 | |
| ASTL | ALGOMA STL GROUP INC | 7.83% | 1.52M | $6.2M | -55.93%(-1.93M) | $7.67(-44.23%) | 2026-06-30 | |
| ALVO | ALVOTECH | 6.19% | 1.32M | $4.9M | +0.00%(+0) | $11.53(-64.84%) | 2026-06-30 | |
| AVAH | AVEANNA HEALTHCARE HLDGS INC | 2.35% | 215.5K | $1.8M | -90.22%(-1.99M) | $4.43(+177.99%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +8.92% | +29.22% | -1.83% | -8.81% |
| Top 20 Holdings Unweighted | -4.38% | -12.58% | -8.07% | -34.34% |
Littlejohn & CO LLC reports $78.59M in US-listed equity holdings across 8 positions in its most recent 13F filing. Its largest disclosed positions are MAGN (28.3%), BLDR (19.4%) and LPX (16.1%). The top 20 holdings account for 92.94% of reported assets. Its disclosed equity book has returned +29.22% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Littlejohn & CO LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1042537). View Littlejohn & CO LLC’s 13F filings on SEC