1y return−13.1%S&P 500 +20.9%
3y return+14.4%S&P 500 +68.5%
5y return−9.9%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2021: $100 against $188 in the S&P 500.2
Littlejohn & Co LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| MAGNMagnera Corp | $22.2M | 28.2% | −22.1% |
| BLDRBuilders Firstsource Inc | $15.3M | 19.4% | |
| LPXLouisiana Pac Corp | $12.6M | 16.1% | |
| TTANServicetitan Inc | $10.1M | 12.8% | |
| ASTLAlgoma Stl Group Inc | $6.2M | 7.8% | −55.9% |
| OPIOffice Pptys Income Tr | $5.6M | 7.1% | New |
| AlvotechCUSIP L01800108 | $4.9M | 6.2% | |
| AVAHAveanna Healthcare Hldgs Inc | $1.8M | 2.4% | −90.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| LPXLouisiana Pac Corp | March 31, 2026 | +8.1% | $12.6M |
| BLDRBuilders Firstsource Inc | September 30, 2025 | −26.2% | $15.3M |
| AVAHAveanna Healthcare Hldgs Inc | June 30, 2021 | −30.7% | $1.8M |
| TTANServicetitan Inc | December 31, 2025 | −33.6% | $10.1M |
| MAGNMagnera Corp | December 31, 2024 | −35.3% | $22.2M |
| ASTLAlgoma Stl Group Inc | December 31, 2021 | −62.5% | $6.2M |
| AlvotechCUSIP L01800108 | March 31, 2023 | −71.4% | $4.9M |
Sold off last quarter
- FWRDForward Air Corp was $12.3M
- SRGSeritage Growth Pptys was $2.5M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.3% | +14.8% |
| March 31, 2026 | −28.6% | −4.6% |
| December 31, 2025 | −0.8% | +2.4% |
| September 30, 2025 | +11.2% | +7.8% |
| June 30, 2025 | −6.5% | +10.5% |
| March 31, 2025 | −15.6% | −4.6% |
| December 31, 2024 | −1.8% | +2.1% |
| September 30, 2024 | +38.1% | +5.4% |
| June 30, 2024 | +0.4% | +4.0% |
| March 31, 2024 | +4.3% | +10.0% |
| December 31, 2023 | +29.0% | +11.2% |
| September 30, 2023 | −8.9% | −3.6% |
| June 30, 2023 | −0.6% | +8.3% |
| March 31, 2023 | +13.7% | +7.0% |
| December 31, 2022 | +2.5% | +7.1% |
| September 30, 2022 | −6.7% | −5.3% |
| June 30, 2022 | −21.2% | −16.5% |
| March 31, 2022 | −6.7% | −4.9% |
| December 31, 2021 | +3.7% | +10.7% |
| September 30, 2021 | −4.5% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Littlejohn & Co LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1042537&type=13F-HR&dateb=&owner=include&count=40CIK 1042537
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1042537/000104253726000004/Filed August 17, 2026 · accession 0001042537-26-000004