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Asset Manager ← All Institutions

Legion Partners Asset Management, LLC

Q1 2026 · Filed 2026-05-15
Market Value
$138M
-19.8%
Holdings
7
New Purchases
0
Added To
1
Closed
1
Reduced
0
Top 10 Concentration
100.0%
Turnover
14.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAP 30.66% 18.32% +12.34% $42M
CCO 45.13% 33.60% +11.53% $62M
NNBR 5.04% 3.57% +1.47% $7M
PAYO 0.59% 0.56% +0.04% $819K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
0YY7.L 0.00% 15.79% -15.79% $0
LNDC 12.05% 21.25% -9.20% $17M
FIVN 6.52% 6.91% -0.39% $9M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mid Cap 2 $42M 30.7%
Small Cap 3 $72M 52.2%
Micro Cap 2 $24M 17.1%

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 CCO 45.13% 26,230,553 $62M $2.37 $4M +118,965 +0.5%
2 AAP 30.66% 800,750 $42M $52.75 $11M
3 LNDC 12.05% 4,461,823 $17M $3.72 -$20M
4 FIVN 6.52% 591,685 $9M $15.17 -$3M
5 NNBR 5.04% 4,791,929 $7M $1.45 $815K
6 PAYO 0.59% 169,636 $819K $4.83 -$134K
7 0YY7.L —% -$27M -1,767,379 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
0YY7.L —%
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