Investor
LITTLEJOHN & CO LLC
CIK 0001042537 · filed 2026-05-14 · SEC filing
13F book
$105.6M
Positions
9
1 new · 1 sold
Largest name
21.8%
Magnera Corp · MAGN
Est. mark
−$35.7M
Price effect on 8 names still held. Flow −$50.6M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Magnera Corp | MAGN | 2.43M | $23.1M | 21.8% | −$13.7M | Cut−$16.2M |
| Algoma Stl Group Inc | — | 3.45M | $14.2M | 13.5% | $103.4K | Held |
| Aveanna Healthcare Hldgs Inc | — | 2.2M | $14.2M | 13.4% | −$3.81M | Cut−$8.67M |
| Builders FirstSource, Inc. | BLDR | 170.7K | $14.1M | 13.3% | −$3.51M | Held |
| Forward Air Corp | FWRD | 733.3K | $12.3M | 11.6% | −$6.08M | Cut−$48.4M |
| Louisiana Pac Corp | — | 160.6K | $11.7M | 11.1% | — | New |
| ServiceTitan, Inc. | TTAN | 142.2K | $9.02M | 8.5% | −$6.12M | Cut−$10.7M |
| Alvotech | — | 1.32M | $4.52M | 4.3% | −$2.24M | Held |
| Seritage Growth Pptys | — | 885.2K | $2.49M | 2.4% | −$389.5K | Cut−$538.7K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.