In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Littlejohn & Co. LLC reported 10 stock positions worth $196.5 million . Its top holding was Forward Air (FWRD) at 27.2% of the portfolio, followed by Aveanna Healthcare (AVAH, 17.9% ) and CBL & Associates Properties (CBL, 17.8% ). Compared with Q3 2024, it opened 1 new position, sold out of 2, added to 2 and reduced 4. The biggest buy was a new position in Magnera (MAGN) and the biggest sale Aveanna Healthcare (AVAH, shares −5% ).
Location GREENWICH, CT
CIK 0001042537
Portfolio Value $196.5M (Q4 2024) Holdings 10 stocks · $196.5M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q3 2024 FWRD Forward Air Corp. 1,654,654 $53.4M Reduce -0.7% AVAH Aveanna Healthcare Holdings 7,710,863 $35.2M Reduce -5.0% CBL CBL & Associates Properties 1,190,478 $35.0M Reduce -28.1% MAGN Magnera Corp. 1,408,406 $25.6M New ALVO Alvotech SA 1,318,534 $17.4M No change ASTL Algoma Steel Group Inc. 1,480,557 $14.5M Add +6.9% ALIT Alight Inc. Class A 1,450,859 $10.0M No change SRG Seritage Growth Prop- A 931,122 $3.8M No change EEX Emerald Holding Inc. 259,358 $1.3M Reduce -28.8% OPITQ Office Properties Income Tru 230,897 $231K Add +154.0%
Options reported separately and not counted above: IWM puts ($1.4M), ASTL calls ($338K), MDAIW calls ($35K), AFRIW calls ($30K), RUMBW calls ($25K), FBYDW calls ($19K), SDAWW calls ($12K), SATLW calls ($3K), LIDRW calls ($1K), BSLKW calls ($908), XBPEW calls ($250), PARAW calls ($119), and 1 more.
Portfolio Sells Q3 2024 → Q4 2024 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q3 2024 % Of Portfolio Change To Portfolio ▲ AVAH Aveanna Healthcare Holdings Reduce -5.0% 17.93% −3.53 CBL CBL & Associates Properties Reduce -28.1% 17.82% −3.40 GLATFELTER CORP Sold out 0.00% −3.34 FWRD Forward Air Corp. Reduce -0.7% 27.16% −2.84 EEX Emerald Holding Inc. Reduce -28.8% 0.64% −0.29 WGHTQ WW International Inc. Sold out 0.00% −0.10
Portfolio Buys Q3 2024 → Q4 2024 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q3 2024 % Of Portfolio Change To Portfolio ▼ MAGN Magnera Corp. New 13.02% +13.02 ASTL Algoma Steel Group Inc. Add +6.9% 7.37% +0.16 OPITQ Office Properties Income Tru Add +154.0% 0.12% +0.02
Options Activity Q3 2024 → Q4 2024 Security Type Change vs Q3 2024 Underlying Shares Value ▼ NSTB.WS Northern Star Inv Class A -CW28 call Sold out 8,000 $42before exit
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 8 $78.6M MAGN, BLDR, LPX, TTAN, ASTL Q1 2026 9 $105.5M MAGN, ASTL, AVAH, BLDR, FWRD Q4 2025 9 $191.9M FWRD, MAGN, AVAH, TTAN, BLDR Q3 2025 9 $198.1M FWRD, AVAH, MAGN, ALVO, ASTL Q2 2025 10 $210.4M FWRD, AVAH, MAGN, CBL, ASTL Q1 2025 11 $191.8M FWRD, AVAH, MAGN, CBL, ALVO Q4 2024 10 $196.5M FWRD, AVAH, CBL, MAGN, ALVO Q3 2024 11 $196.6M FWRD, AVAH, CBL, ALVO, ASTL Q2 2024 12 $193.9M FWRD, CBL, THC, AVAH, ALVO Q1 2024 12 $147.2M CBL, THC, AVAH, ALVO, ALIT