Legion Partners Asset Management, LLC Portfolio Holdings by Sector
Legion Partners Asset Management, LLC
- $225 Million
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Software—Infrastructure | Technology
PAYO FIVN OSPN FIVN 4 stocks |
$46,164
20.53% of portfolio
|
  2  
|
  1  
|
  2  
|
- |
1
Calls
0
Puts
|
Food Distribution | Consumer Defensive
CHEF 1 stocks |
$44,230
19.67% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Advertising Agencies | Communication Services
CCO 1 stocks |
$41,537
18.47% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
TWLO TWLO 2 stocks |
$39,826
17.71% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Specialty Retail | Consumer Cyclical
AAP 1 stocks |
$32,070
14.26% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Conglomerates | Industrials
NNBR 1 stocks |
$18,688
8.31% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
GSAT 1 stocks |
$2,380
1.06% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—Specialty & Generic | Healthcare
LNDC 1 stocks |
$0
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|