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Portfolio (Quarterly) Guide ↗

LITTLEJOHN & CO LLC

· CIK 0001042537
13F Portfolio $106M AUM 18 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1 New 5 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 LPX LOUISIANA PAC CORP Basic Materials 160,600.0 $11.7M 11.06% NEW $72.75 -3.2%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 46.8%
Basic Materials 24.6%
Healthcare 17.7%
Technology 8.6%
Real Estate 2.4%