Legion Partners Asset Management, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Legion Partners Asset Management, LLC reported 2 stock positions worth $40.6 million. Its top holding was Lifecore Biomedical (LFCR) at 57.8% of the portfolio, followed by NN (NNBR, 42.2%). Compared with Q1 2026, it sold out of 4 and reduced 1. The biggest sale was an exit from Clear Channel Outdoor Holdin (CCO).

Most Recent 13F
Q2 2026
Location
Los Angeles, CA
CIK
0001560207
Portfolio Value
$40.6M (Q2 2026)
SEC Filing
0002085853-26-001016 ↗ filed Aug 14, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $431.9M Q1 2024 Q2 2024: $269.4M Q2 2024 Q3 2024: $249.5M Q3 2024 Q4 2024: $171.5M Q4 2024 Q1 2025: $150.6M Q1 2025 Q2 2025: $166.4M Q2 2025 Q3 2025: $184.8M Q3 2025 Q4 2025: $171.7M Q4 2025 Q1 2026: $137.7M Q1 2026 Q2 2026: $40.6M $40.6M Q2 2026

Holdings 2 stocks · $40.6M
LFCR Lifecore Biomedical Inc. 57.75% 4,461,823 $23.4M No change
NNBR NN Inc. 42.25% 4,773,147 $17.1M Reduce -0.4%

Portfolio Sells Q1 2026 → Q2 2026
CCO Clear Channel Outdoor Holdin Sold out 0.00% −45.13
AAP Advance Auto Parts Inc. Sold out 0.00% −30.66
FIVN FIVE9 Inc. Sold out 0.00% −6.52
PAYO Payoneer Global Inc. Sold out 0.00% −0.59
NNBR NN Inc. Reduce -0.4% 42.25% +37.20

Portfolio Buys Q1 2026 → Q2 2026
None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 2$40.6MLFCR, NNBR
Q1 2026 6$137.7MCCO, AAP, LFCR, FIVN, NNBR
Q4 2025 7$171.7MCCO, LFCR, AAP, DBRG, FIVN
Q3 2025 7$184.8MAAP, CCO, DBRG, LFCR, FIVN
Q2 2025 7$166.4MAAP, LFCR, DBRG, CCO, FIVN
Q1 2025 7$150.6MAAP, LFCR, DBRG, CCO, FIVN
Q4 2024 7$171.5MDBRG, CCO, LFCR, FIVN, AAP
Q3 2024 11$249.5MDBRG, CHEF, CCO, AAP, NNBR
Q2 2024 12$269.4MAAP, DBRG, CHEF, CCO, OSPN
Q1 2024 13$431.9MAAP, DBRG, CHEF, CCO, PRMW