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Asset Manager ← All Institutions

Legion Partners Asset Management, LLC

Q2 2025 · Filed 2025-08-14
Market Value
$166M
+10.4%
Holdings
7
New Purchases
0
Added To
1
Closed
0
Reduced
1
Top 10 Concentration
100.0%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAP 22.38% 20.84% +1.54% $37M
0YY7.L 21.48% 20.22% +1.27% $36M
LNDC 21.63% 20.71% +0.92% $36M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
FIVN 9.42% 10.66% -1.25% $16M
NNBR 6.05% 7.19% -1.14% $10M
CCO 18.34% 19.21% -0.86% $31M
PAYO 0.70% 1.17% -0.47% $1M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mid Cap 2 $73M 43.9%
Small Cap 3 $47M 28.5%
Micro Cap 2 $46M 27.7%

Portfolio Analytics

Avg Market Cap
$1.6B
Median Market Cap
$1.7B
Avg P/E
38.1
Median P/E
27.1
Avg Dividend Yield
0.00%
Avg Beta
1.51
# Stocks
7
# ETFs / Funds
0

Top Holdings (7 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 AAP 22.38% 800,750 $37M $46.49 $6M
2 LNDC 21.63% 4,431,823 $36M $8.12 $5M
3 0YY7.L 21.48% 3,453,253 $36M $10.35 $5M
4 CCO 18.34% 26,080,554 $31M $1.17 $2M +15,517 +0.1%
5 FIVN 9.42% 591,685 $16M $26.48 -$396K
6 NNBR 6.05% 4,791,929 $10M $2.10 -$767K
7 PAYO 0.70% 169,636 $1M $6.85 -$604K -72,000 -29.8%
View SEC EDGAR Filings for Legion Partners Asset Management, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms