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Littlejohn & Co Portfolio holdings

AUM $78.6M
1-Year Est. Return 1.93%
This Fund
S&P 500
This Quarter Est. Return
+12.2%
1 Year Est. Return
+1.93%
3 Year Est. Return
+56.16%
5 Year Est. Return
+37.69%
10 Year Est. Return
AUM
$78.6M
AUM Growth
-$27M
Cap. Flow
-$38.2M
Cap. Flow %
-48.65%
Top 10 Hldgs %
100%
Holding
19
New
1
Increased
Reduced
5
Closed
9

Top Buys

Rank Stock Value
1
OPI
Office Properties Income Trust
OPI
+$5.65M

Sector Composition

Rank Sector Weight
1 Industrials 35.51%
2 Consumer Staples 28.24%
3 Technology 12.79%
4 Healthcare 8.54%
5 Materials 7.83%

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Littlejohn & Co's Q2 2026 Portfolio in Review

As of Q2 2026, Littlejohn & Co held 19 positions worth $78.6M, down 26% from $106M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Littlejohn & Co withdrew a net $38.2M in Q2 2026, closing 9 positions and reducing 5 holdings. Its most notable exit was Forward Air, an estimated $12.3M position sold in full.

By sector, the portfolio is most concentrated in Industrials at 36% of assets, down from 36% a quarter earlier, followed by Consumer Staples and Technology.

Against the trend, Littlejohn & Co opened a new position in Office Properties Income Trust worth $5.56M.

  • Littlejohn & Co's largest Q2 2026 buy was Office Properties Income Trust: 326,981 shares worth $5.56M.
  • Littlejohn & Co's biggest Q2 2026 reduction was Aveanna Healthcare, cutting an estimated $14M.
  • Littlejohn & Co fully exited Forward Air in Q2 2026, selling an estimated $12.3M.
  • Littlejohn & Co's ten largest holdings make up 100% of its $78.6M portfolio in Q2 2026.
  • Littlejohn & Co opened 1 new position and closed 9 in Q2 2026.
  • Littlejohn & Co's portfolio value fell 26% quarter-over-quarter to $78.6M.

Based on Littlejohn & Co's 13F filing for Q2 2026, filed 17 Aug 2026.