Ownership history in LITTLEJOHN & CO LLC Β· 19 quarters on record
This page tracks every 13F SEC filing in which LITTLEJOHN & CO LLC reported a position in AVEANNA HEALTHCARE HLDGS INC (AVAH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π LITTLEJOHN & CO LLC outperformed the S&P 500 by +17.3% annually on this AVAH position. Timing score: 50% (9/18 decisions correct). Average cost basis: $4.12. Maximum drawdown during holding period: β93.7%.
π₯ Exceptional β beat the S&P 500 by 17.3% per year on this position.
18 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
9 of 18 add/trim decisions correct
Best entry: $0.78 (2022 Q4) Β· Worst: $12.37 (2021 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
14 adds Β· 5 trims. Bought during 9 of 11 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 11.91% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size