Legion Partners Asset Management, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Legion Partners Asset Management, LLC reported 7 stock positions worth $184.8 million. Its top holding was Advance Auto Parts (AAP) at 26.6% of the portfolio, followed by Clear Channel Outdoor Holdin (CCO, 22.3%) and Digitalbridge (DBRG, 19.7%). Compared with Q2 2025, it added to 2 and reduced 1. The biggest buy was Clear Channel Outdoor Holdin (CCO, shares +0%) and the biggest sale Digitalbridge (DBRG, shares −10%).
- Most Recent 13F
- Q2 2026
- Location
- Los Angeles, CA
- CIK
- 0001560207
- Portfolio Value
- $184.8M (Q3 2025)
- SEC Filing
- 0002085853-25-000281 ↗ filed Nov 14, 2025
Holdings Value
Holdings 7 stocks · $184.8M
| AAP Advance Auto Parts Inc. | 26.61% | 800,750 | $49.2M | No change |
| CCO Clear Channel Outdoor Holdin | 22.32% | 26,096,071 | $41.2M | Add +0.1% |
| DBRG Digitalbridge Group Inc. | 19.65% | 3,103,253 | $36.3M | Reduce -10.1% |
| LFCR Lifecore Biomedical Inc. | 17.77% | 4,461,823 | $32.8M | Add +0.7% |
| FIVN FIVE9 Inc. | 7.75% | 591,685 | $14.3M | No change |
| NNBR NN Inc. | 5.34% | 4,791,929 | $9.9M | No change |
| PAYO Payoneer Global Inc. | 0.56% | 169,636 | $1.0M | No change |
Portfolio Sells Q2 2025 → Q3 2025
| DBRG Digitalbridge Group Inc. | Reduce -10.1% | 19.65% | −1.83 |
Portfolio Buys Q2 2025 → Q3 2025
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 |