Legion Partners Asset Management, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Legion Partners Asset Management, LLC reported 7 stock positions worth $166.4 million. Its top holding was Advance Auto Parts (AAP) at 22.4% of the portfolio, followed by Lifecore Biomedical (LFCR, 21.6%) and Digitalbridge (DBRG, 21.5%). Compared with Q1 2025, it added to 1 and reduced 1. The biggest buy was Clear Channel Outdoor Holdin (CCO, shares +0%) and the biggest sale Payoneer Global (PAYO, shares −30%).
- Most Recent 13F
- Q2 2026
- Location
- Los Angeles, CA
- CIK
- 0001560207
- Portfolio Value
- $166.4M (Q2 2025)
- SEC Filing
- 0001667731-25-001125 ↗ filed Aug 14, 2025
Holdings Value
Holdings 7 stocks · $166.4M
| AAP Advance Auto Parts Inc. | 22.38% | 800,750 | $37.2M | No change |
| LFCR Lifecore Biomedical Inc. | 21.63% | 4,431,823 | $36.0M | No change |
| DBRG Digitalbridge Group Inc. | 21.48% | 3,453,253 | $35.7M | No change |
| CCO Clear Channel Outdoor Holdin | 18.34% | 26,080,554 | $30.5M | Add +0.1% |
| FIVN FIVE9 Inc. | 9.42% | 591,685 | $15.7M | No change |
| NNBR NN Inc. | 6.05% | 4,791,929 | $10.1M | No change |
| PAYO Payoneer Global Inc. | 0.70% | 169,636 | $1.2M | Reduce -29.8% |
Portfolio Sells Q1 2025 → Q2 2025
| PAYO Payoneer Global Inc. | Reduce -29.8% | 0.70% | −0.47 |
Portfolio Buys Q1 2025 → Q2 2025
| CCO Clear Channel Outdoor Holdin | Add +0.1% | 18.34% | −0.86 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 2 | $40.6M | LFCR, NNBR |
| Q1 2026 | 6 | $137.7M | CCO, AAP, LFCR, FIVN, NNBR |
| Q4 2025 | 7 | $171.7M | CCO, LFCR, AAP, DBRG, FIVN |
| Q3 2025 | 7 | $184.8M | AAP, CCO, DBRG, LFCR, FIVN |
| Q2 2025 | 7 | $166.4M | AAP, LFCR, DBRG, CCO, FIVN |
| Q1 2025 | 7 | $150.6M | AAP, LFCR, DBRG, CCO, FIVN |
| Q4 2024 | 7 | $171.5M | DBRG, CCO, LFCR, FIVN, AAP |
| Q3 2024 | 11 | $249.5M | DBRG, CHEF, CCO, AAP, NNBR |
| Q2 2024 | 12 | $269.4M | AAP, DBRG, CHEF, CCO, OSPN |
| Q1 2024 | 13 | $431.9M | AAP, DBRG, CHEF, CCO, PRMW |