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§ 13F · FUND PROFILE

LITTLEJOHN & CO LLC.

Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $210.4T (13F)Positions · 21Turnover · · Q4Filed · Feb 11, 2026
CONCENTRATION
Top 10 holdings
NEW BUYS
0
+$27.6T deployed
EXITS
0
No exits
SECTOR SHIFT
No prior quarter data
3YR HIT RATE
Top-5 overlap
§ 01 · TOP HOLDINGS

The book · Q4 2025

FILED FEB 11, 2026
#TickerNameShares$ value% portΔ Q4
1FWRDFORWARD AIR CORP2.43M$60.7T31.6%−12%
2MAGNMAGNERA CORP2.59M$39.3T20.5%−19%
3AVAHAVEANNA HEALTHCARE HLDGS INC2.80M$22.9T11.9%−53%
4TTANSERVICETITAN INC185K$19.7T10.3%NEW
5BLDRBUILDERS FIRSTSOURCE INC171K$17.6T9.1%+155%
6ASTLALGOMA STL GROUP INC3.45M$14.1T7.4%+28%
7FNDFLOOR & DECOR HLDGS INC130K$7.9T4.1%NEW
8ALVOALVOTECH1.32M$6.8T3.5%±0%
9SRGSERITAGE GROWTH PPTYS931K$3.0T1.6%±0%
10FBYDWFALCONS BEYOND GLOBAL INC19K$37.9B0.0%±0%
§ 02 · SECTOR ALLOCATION

Where the money is

Sector data pending
§ 03 · THE LITTLEJOHN SIGNAL

AC read

LITTLEJOHN & CO LLC is a Other fund managing $210440.1 trillion in assets. The fund runs a focused portfolio of just 21 positions.

Read the full dossier →
§ 04 · FILING HISTORY

Q-by-Q deltas

1 FILINGS
Q4 2025
Steady book
+0 buys · 0 exits · 0 changed
Q3 2025
Steady book
+0 buys · 0 exits · 0 changed
Q2 2025
Steady book
+0 buys · 0 exits · 0 changed
Q1 2025
Steady book
+0 buys · 0 exits · 0 changed
LITTLEJOHN & CO LLC 13F Holdings & Portfolio Analysis | Acid Capitalist