LITTLEJOHN & CO LLC AVAH — AVEANNA HEALTHCARE HLDGS INC

Ownership history in LITTLEJOHN & CO LLC  ·  20 quarters on record

AI Ownership Summary

LITTLEJOHN & CO LLC reported AVEANNA HEALTHCARE HLDGS INC (AVAH) in 20 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 26.57% in 2025 Q3. The latest visible filing shows AVAH at 13.43% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AVAH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LITTLEJOHN & CO LLC's position in AVEANNA HEALTHCARE HLDGS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AVAH was reported at 13.43% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
26.57% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AVAH stock page LITTLEJOHN & CO LLC fund profile LITTLEJOHN & CO LLC full holdings
How LITTLEJOHN & CO LLC held AVAH — position size vs. price
% of Fund (quarterly)    AVAH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 2,203,362 -594,142 -21.2% 13.43% $14.2M 2026-05-14 $7.44
2025 Q4 REDUCED 52.9% -21.2% ✅ 2,797,504 -3,140,105 -52.9% 11.91% $22.86B 2026-02-11 $7.98
2025 Q3 REDUCED 25.9% -5.8% ✅ 5,937,609 -2,070,867 -25.9% 26.57% $52.67B 2025-11-12 $8.80
2025 Q2 ADDED — — — 8,008,476 +446,736 +5.9% 19.90% $41.88B 2025-08-13 $7.15
2025 Q1 REDUCED — — — 7,561,740 -149,123 -1.9% 21.30% $40.98B 2025-05-13 $5.86
2024 Q4 REDUCED — — — 7,710,863 -402,257 -5.0% 17.77% $35.24B 2025-02-14 $4.60
2024 Q3 REDUCED 8.9% -12.1% ✅ 8,113,120 -789,678 -8.9% 21.35% $42.19B 2024-11-13 $5.74
2024 Q2 ADDED — — — 8,902,798 +525,540 +6.3% 12.52% $24.57B 2024-08-13 $4.61
2024 Q1 ADDED — — — 8,377,258 +578,488 +7.4% 13.37% $20.86B 2024-05-09 $2.48
2023 Q4 ADDED — — — 7,798,770 +351,932 +4.7% 14.61% $20.90B 2024-02-13 $2.27
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AVAH

As of 2026 Q1 — sorted by position size

J.H. Whitney Equity Partners VII, LLC 3Y 100.0% Nut Tree Capital Management, LP 3Y 7Y 33.93% BAIN CAPITAL INVESTORS LLC 3Y 7Y 16.08% SUMMIT PARTNERS L P 3Y 7Y 5.23% BRAIDWELL LP 3Y 0.47% Olympiad Research LP 3Y 0.47% EMERALD ADVISERS, LLC 3Y 7Y 0.34% EMERALD MUTUAL FUND ADVISERS TRUST 3Y 7Y 0.3% Integrated Quantitative Investments LLC 0.3% Precision Wealth Strategies, LLC 3Y 0.29%

FAQ About LITTLEJOHN & CO LLC and AVAH

These are the practical questions this page is built to answer before you even open the full history table.

How long has LITTLEJOHN & CO LLC reported owning AVAH?

LITTLEJOHN & CO LLC reported AVAH across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported AVAH position in LITTLEJOHN & CO LLC's portfolio?

The largest reported portfolio weight for AVAH was 26.57% in 2025 Q3.

What is the latest reported AVAH position on this page?

The most recent filing on this page is 2026 Q1, when LITTLEJOHN & CO LLC reported 2,203,362 shares, equal to 13.43% of portfolio, with an estimated market value of $14.2M.

What does the chart on this AVAH ownership page compare?

The chart compares LITTLEJOHN & CO LLC's quarterly AVAH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did LITTLEJOHN & CO LLC time their AVAH position?

Based on 13F filing dates vs. subsequent AVAH price moves, LITTLEJOHN & CO LLC correctly timed 11 out of 19 reported position changes (58%). The annualised alpha on AVAH relative to SPY over the holding period was -16.9%.

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