Legion Partners Asset Management, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Legion Partners Asset Management, LLC reported 7 stock positions worth $171.7 million. Its top holding was Clear Channel Outdoor Holdin (CCO) at 33.6% of the portfolio, followed by Lifecore Biomedical (LFCR, 21.3%) and Advance Auto Parts (AAP, 18.3%). Compared with Q3 2025, it added to 1 and reduced 1. The biggest buy was Clear Channel Outdoor Holdin (CCO, shares +0%) and the biggest sale Digitalbridge (DBRG, shares −43%).
- Most Recent 13F
- Q2 2026
- Location
- Los Angeles, CA
- CIK
- 0001560207
- Portfolio Value
- $171.7M (Q4 2025)
- SEC Filing
- 0002085853-26-000273 ↗ filed Feb 17, 2026
Holdings Value
Holdings 7 stocks · $171.7M
| CCO Clear Channel Outdoor Holdin | 33.60% | 26,111,588 | $57.7M | Add +0.1% |
| LFCR Lifecore Biomedical Inc. | 21.25% | 4,461,823 | $36.5M | No change |
| AAP Advance Auto Parts Inc. | 18.32% | 800,750 | $31.5M | No change |
| DBRG Digitalbridge Group Inc. | 15.79% | 1,767,379 | $27.1M | Reduce -43.0% |
| FIVN FIVE9 Inc. | 6.91% | 591,685 | $11.9M | No change |
| NNBR NN Inc. | 3.57% | 4,791,929 | $6.1M | No change |
| PAYO Payoneer Global Inc. | 0.56% | 169,636 | $953K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| DBRG Digitalbridge Group Inc. | Reduce -43.0% | 15.79% | −3.86 |
Portfolio Buys Q3 2025 → Q4 2025
| CCO Clear Channel Outdoor Holdin | Add +0.1% | 33.60% | +11.29 |
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 |