Legion Partners Asset Management, LLC — 13F Holdings & Portfolio

CIK 1560207 · latest 13F-HR filed 2026-05-15

Legion Partners Asset Management, LLC manages $137.7M in 13F-reported U.S. long-equity assets across 6 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are CCO (45.13%), AAP (30.66%), LFCR (12.05%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 0 new positions, exited 1, added to 3, and trimmed 3.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$137.7M

Long-equity book

Holdings

6

Distinct positions

Period

2026-03-31

Filed 2026-05-15

Q/Q Activity

+0 / −1 / ↑3 / ↓3

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ADVANCE AUTO PARTS INC$10.8M +34.2%
  • CLEAR CHANNEL OUTDOOR HLDGS$4.5M +7.7%
  • NN INC$814.6K +13.3%
Show all 3

Top Trims

  • LIFECORE BIOMEDICAL INC-$19.9M -54.5%
  • FIVE9 INC-$2.9M -24.3%
  • PAYONEER GLOBAL INC-$134.0K -14.1%
Show all 3

New Positions

  • No new positions this quarter.
Show all 0

Exited Positions

  • DIGITALBRIDGE GROUP INC$27.1M
Show all 1
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 CLEAR CHANNEL OUTDOOR HLDGS CCO 18453H106 $62.2M 45.13% 26,230,553 SH
2 ADVANCE AUTO PARTS INC AAP 00751Y106 $42.2M 30.66% 800,750 SH
3 LIFECORE BIOMEDICAL INC LFCR 514766104 $16.6M 12.05% 4,461,823 SH
4 FIVE9 INC FIVN 338307101 $9.0M 6.52% 591,685 SH
5 NN INC NNBR 629337106 $6.9M 5.04% 4,791,929 SH
6 PAYONEER GLOBAL INC PAYO 70451X104 $819.3K 0.59% 169,636 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-15 $137.7M 6 0002085853-26-000603
2025-12-31 2026-02-17 $171.7M 7 0002085853-26-000273
2025-09-30 2025-11-14 $184.8M 7 0002085853-25-000281