Littlejohn & Co. LLC
Littlejohn & Co. is a private equity firm headquartered in Cos Cob, Connecticut. Founded in 1996 by Angus C. Littlejohn Jr., the firm specializes in leveraged buyout transactions, recapitalizations, and investments in distressed securities for middle-market industrial and service companies. They maintain an 'all-weather' investment approach and partner closely with families, founders, and management teams. Littlejohn employs over 70 professionals, including about 45 investment specialists, and serves institutional investors seeking transformational growth in North American middle-market companies.
Investment Strategy
Littlejohn & Co. employs an integrated private equity and special situations strategy focused on North American industrial and services sectors. They pursue buyouts, carve-outs, capital solutions, and special situations in the middle-market, targeting companies requiring operational turnarounds and transformational growth. Their flexible, disciplined approach leverages deep sector expertise, operational initiatives, and creative deal-making to add value and expand margins. The firm emphasizes partnership with management and customization in strategic and operational support across the capital structure and market cycles.
Top Holdings
Equity Positions (10)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
F FWRD | FORWARD AIR CORP | 34.07% | $71.7M | 2,921,880 | $24.54 | $24.54 | +$71.7M |
A AVAH | AVEANNA HEALTHCARE HLDGS INC | 19.90% | $41.9M | 8,008,476 | $4.12 | $5.23 | +$899.7K |
M MAGN | MAGNERA CORP | 16.10% | $33.9M | 2,803,984 | $16.31 | $12.08 | -$1.5M |
C CBL | CBL & ASSOC PPTYS INC | 8.64% | $18.2M | 716,373 | $31.45 | $25.39 | -$852.5K |
A ASTL | ALGOMA STL GROUP INC | 7.45% | $15.7M | 2,273,972 | $8.76 | $6.89 | +$3.7M |
Options Positions (6)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
R RUMBW | RUMBLE INC | — | Call | $15.4K | 50 | $3.10 | $3.15 | 0 | +$3.9K |
F FBYDW | FALCONS BEYOND GLOBAL INC | — | Call | $13.3K | 187 | $0.88 | $0.75 | 0 | -$5.4K |
A AFRIW | FORAFRIC GLOBAL PLC | — | Call | $11.5K | 250 | $0.46 | $0.32 | 0 | -$6.0K |
B BSLKW | BOLT PROJS HLDGS INC | — | Call | $357 | 165 | $0.03 | $0.03 | 0 | -$138 |
B BNZIW | BANZAI INTERNATIONAL INC | — | Call | $249 | 100 | $0.02 | $0.05 | 0 | +$49 |