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Asset Manager ← All Institutions

Legion Partners Asset Management, LLC

Q3 2025 · Filed 2025-11-14
Market Value
$185M
+11.1%
Holdings
7
New Purchases
0
Added To
2
Closed
0
Reduced
1
Top 10 Concentration
100.0%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAP 26.61% 22.38% +4.23% $49M
CCO 22.32% 18.34% +3.97% $41M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
LNDC 17.77% 21.63% -3.86% $33M
0YY7.L 19.65% 21.48% -1.83% $36M
FIVN 7.75% 9.42% -1.67% $14M
NNBR 5.34% 6.05% -0.71% $10M
PAYO 0.56% 0.70% -0.14% $1M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mid Cap 2 $85M 46.3%
Small Cap 3 $57M 30.6%
Micro Cap 2 $43M 23.1%

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 26.61% 800,750 $49M $61.40 $12M
2 CCO 22.32% 26,096,071 $41M $1.58 $11M +15,517 +0.1%
3 0YY7.L 19.65% 3,103,253 $36M $11.70 $567K -350,000 -10.1%
4 LNDC 17.77% 4,461,823 $33M $7.36 -$3M +30,000 +0.7%
5 FIVN 7.75% 591,685 $14M $24.20 -$1M
6 NNBR 5.34% 4,791,929 $10M $2.06 -$192K
7 PAYO 0.56% 169,636 $1M $6.05 -$136K
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