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Asset Manager ← All Institutions

Legion Partners Asset Management, LLC

Q4 2025 · Filed 2026-02-17
Market Value
$172M
-7.0%
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
CCO 33.60% 22.32% +11.29% $58M
LNDC 21.25% 17.77% +3.48% $36M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAP 18.32% 26.61% -8.29% $31M
0YY7.L 15.79% 19.65% -3.86% $27M
NNBR 3.57% 5.34% -1.77% $6M
FIVN 6.91% 7.75% -0.84% $12M
PAYO 0.56% 0.56% -0.00% $953K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mid Cap 2 $59M 34.1%
Small Cap 3 $71M 41.1%
Micro Cap 2 $43M 24.8%

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 CCO 33.60% 26,111,588 $58M $2.21 $16M +15,517 +0.1%
2 LNDC 21.25% 4,461,823 $36M $8.18 $4M
3 AAP 18.32% 800,750 $31M $39.30 -$18M
4 0YY7.L 15.79% 1,767,379 $27M $15.34 -$9M -1,335,874 -43.0%
5 FIVN 6.91% 591,685 $12M $20.05 -$2M
6 NNBR 3.57% 4,791,929 $6M $1.28 -$4M
7 PAYO 0.56% 169,636 $953K $5.62 -$73K
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