WhaleCreepWhat the best hedge funds own, from their SEC 13F filings

Legion Partners Asset Management 13F holdings, Q4 2016

Holdings as of December 31, 2016 · filings on SEC EDGAR · latest filing →

Legion Partners Asset Management disclosed 12 US equity positions worth $144.2m in its Q4 2016 13F filing. The largest position was WIFI at 17.9% of the reported book, followed by BANC and FSTR.

· Q1 2017 →

What did Legion Partners Asset Management own in Q4 2016? Top 12 positions

#StockSectorWeightValueSharesΔ sharesvs prior
1 WIFI BOINGO WIRELESS INC 17.9%$25.8m2,119,333
2 BANC BANC OF CALIFORNIA INC Financial Services 16.8%$24.2m1,395,779
3 FSTR FOSTER L B CO Industrials 12.4%$17.9m1,317,413
4 VONAGE HLDGS CORP 11.8%$17.0m2,478,170
5 CHEF CHEFS WHSE INC Consumer Defensive 11.0%$15.9m1,005,546
6 RCMT RCM TECHNOLOGIES INC 10.2%$14.8m2,321,139
7 TERRITORIAL BANCORP INC 6.6%$9.6m291,647
8 SHORETEL INC 4.6%$6.6m920,705
9 CIBER INC 4.3%$6.2m9,806,107
10 1347 PPTY INS HLDGS INC 2.7%$3.9m505,000
11 KEY TECHNOLOGY INC 0.9%$1.4m116,448
12 USA TECHNOLOGIES INC 0.7%$951.0k44,250

Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.