Legion Partners Asset Management 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Legion Partners Asset Management disclosed 7 US equity positions worth $166.4m in its Q2 2025 13F filing. The largest position was AAP at 22.4% of the reported book, followed by LIFECORE BIOMEDICAL INC and DBRG. Against the Q1 2025 filing, it opened 0 new positions, added to 0 and reduced 1 among the top 7 holdings.
What did Legion Partners Asset Management own in Q2 2025? Top 7 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | AAP ADVANCE AUTO PARTS INC | Consumer Cyclical | 22.4% | $37.2m | 800,750 | 0% | held |
| 2 | LIFECORE BIOMEDICAL INC | 21.6% | $36.0m | 4,431,823 | 0% | held | |
| 3 | DBRG DIGITALBRIDGE GROUP INC | Financial Services | 21.5% | $35.7m | 3,453,253 | 0% | held |
| 4 | CCO CLEAR CHANNEL OUTDOOR HLDGS | Communication Services | 18.3% | $30.5m | 26,080,554 | 0% | held |
| 5 | FIVN FIVE9 INC | Technology | 9.4% | $15.7m | 591,685 | 0% | held |
| 6 | NNBR NN INC | 6.0% | $10.1m | 4,791,929 | 0% | held | |
| 7 | PAYO PAYONEER GLOBAL INC | Technology | 0.7% | $1.2m | 169,636 | -30% | reduced |
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.