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LITTLEJOHN & CO LLC

Location
GREENWICH, CT
Portfolio Value
Micro $78,578,029
Diversification
Moderately concentrated
Filing Date
Global Rank
#6,575 / 8,700 ▲ 1322
Top Industry
Building Products & Equipment 35.5%
3Y Alpha vs SPY
-14.6%
Period ended 2 months ago
Filed Aug 17, 2026 · 27d
22 quarters · since Mar 2021

Clone Performance

Sep 2023–Sep 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio
+12.0%
SPY
+71.2%
Annualised alpha
-15.8%
Max drawdown
−46.0%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends. Returns are unavailable when a held security or benchmark crosses a captured split without a certified price basis; the requested window is not shortened to hide it. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

10 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026
Top Position
28.2%
+6.4 pts
Top 5
84.4%
+10.7 pts
Top 10
100.0%
0.0 pts
HHI
1,753
Sep 2023 → Jun 2026 · range 1,373 – 2,416
Moderately concentrated+380

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026
Sector % Portfolio Value
Industrials 35.5% $27,904,437
Consumer Defensive 28.2% $22,196,784
Technology 12.8% $10,055,073
Healthcare 8.5% $6,712,267
Basic Materials 7.8% $6,150,791
Real Estate 7.1% $5,558,677

Last Quarter's Activity

Export CSV
Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased
No qualifying positions this quarter.

Trimmed

Positions the filer reduced
5 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
1 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
9 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
10 tracked positions · $78,578,029 total · filing declares 10 positions · $78,592,213 · as of Jun 30, 2026
Ticker Company Shares Value (USD) % of Portfolio History

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.