Littlejohn & Co Llc Portfolio Stock Holdings

Littlejohn & Co Llc disclosed 9 stock positions valued at approximately $105.5 million in its latest SEC 13F filing. The largest holdings include MAGNERA CORP, ALGOMA STL GROUP INC, and AVEANNA HEALTHCARE HLDGS INC. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.

Report Period
March 31, 2026
No. of Stocks
9
Portfolio Value
$105.5M
Holdings by Sector
Littlejohn & Co Llc Portfolio Holdings in Q1 2026

8 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
MAGNERA CORP55939A107Other21.86%2,425,818-168,069-6.48%$23,069,529
ALGOMA STL GROUP INCASTLBasic Materials13.49%3,446,503--$14,234,057
AVEANNA HEALTHCARE HLDGS INCAVAHHealthcare13.45%2,203,362-594,142-21.24%$14,189,651
BUILDERS FIRSTSOURCE INCBLDRIndustrials13.32%170,671--$14,051,343
LOUISIANA PAC CORPLPXIndustrials11.07%160,600+160,600+100.00%$11,683,650
SERVICETITAN INCTTANOther8.55%142,198-42,646-23.07%$9,023,885
ALVOTECHL01800108Other4.29%1,318,534--$4,522,572
SERITAGE GROWTH PPTYSSRGReal Estate2.36%885,208-45,914-4.93%$2,487,434
Littlejohn & Co Llc Options Holdings in Q1 2026

4 options positions in the latest reporting period.

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QuarterSymbolCompanyOptionContractsNotional Value
Q1 2026FBYDWFalcon's Beyond Global, Inc. WaCALL18,749$38,248
Q1 2026MDAIWMDAIWCALL45,766$25,629
Q1 2026XBPEWXBPEWCALL6,249$350
Q1 2026BNZIWBanzai International, Inc.CALL10,000$120

Notional value represents the total exposure of the options position.