Legion Partners Asset Management, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Legion Partners Asset Management, LLC reported 7 stock positions worth $150.6 million. Its top holding was Advance Auto Parts (AAP) at 20.8% of the portfolio, followed by Lifecore Biomedical (LFCR, 20.7%) and Digitalbridge (DBRG, 20.2%). Compared with Q4 2024, it added to 1. The biggest buy was Clear Channel Outdoor Holdin (CCO, shares +0%).

Most Recent 13F
Q2 2026
Location
Los Angeles, CA
CIK
0001560207
Portfolio Value
$150.6M (Q1 2025)
SEC Filing
0001667731-25-000648 ↗ filed May 15, 2025

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 $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 Q2 2026

Holdings 7 stocks · $150.6M

AAP Advance Auto Parts Inc. 20.84% 800,750 $31.4M No change
LFCR Lifecore Biomedical Inc. 20.71% 4,431,823 $31.2M No change
DBRG Digitalbridge Group Inc. 20.22% 3,453,253 $30.5M No change
CCO Clear Channel Outdoor Holdin 19.21% 26,065,037 $28.9M Add +0.4%
FIVN FIVE9 Inc. 10.66% 591,685 $16.1M No change
NNBR NN Inc. 7.19% 4,791,929 $10.8M No change
PAYO Payoneer Global Inc. 1.17% 241,636 $1.8M No change

Portfolio Sells Q4 2024 → Q1 2025

None this quarter.

Portfolio Buys Q4 2024 → Q1 2025

CCO Clear Channel Outdoor Holdin Add +0.4% 19.21% −1.55

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