Legion Partners Asset Management Portfolio
Invests via Legion Partners Asset Management LLC | Managed by Legion Partners Asset Management LLC
Invests via Legion Partners Asset Management LLC
Managed by Legion Partners Asset Management LLC
Automatically Tracked
Company Profile
Targets distressed and special-situation opportunities across North America, deploying credit and equity capital into stressed corporate credits, stressed loans, and turnaround equity alongside operational restructurings. Legion Partners Asset Management runs credit-focused strategies that blend long/short distressed credit, direct lending to stressed borrowers, and opportunistic control investments to extract value through active workout and governance. Institutional clients include pension plans, endowments, and family offices; team experience centers on legal-driven recoveries, creditor committees, and asset-level restructuring.
Targets distressed and special-situation opportunities across North America, deploying credit and equity capital into stressed corporate credits, stressed loans, and turnaround equity alongside operational restructurings. Legion Partners Asset Management runs credit-focused strategies that blend long/short distressed credit, direct lending to stressed borrowers, and opportunistic control investments to extract value through active workout and governance. Institutional clients include pension plans, endowments, and family offices; team experience centers on legal-driven recoveries, creditor committees, and asset-level restructuring.
Investment Philosophy & Strategy
Focuses on distressed and special-situation credit to generate asymmetric returns through active workout and control-oriented investments. The firm prioritizes capital preservation and recovery value, blending long/short distressed credit, direct lending to stressed borrowers, and opportunistic equity stakes to influence restructurings. Underwriting emphasizes legal-centric recovery analysis, cash-flow prioritization, and operational turnarounds; position sizing is event-driven with concentrated, time-limited holds. Sector coverage is pragmatic across cyclical Industrials, services and consumer-facing businesses. Risk management centers on creditor governance, downside protection and exit flexibility.
Focuses on distressed and special-situation credit to generate asymmetric returns through active workout and control-oriented investments. The firm prioritizes capital preservation and recovery value, blending long/short distressed credit, direct lending to stressed borrowers, and opportunistic equity stakes to influence restructurings. Underwriting emphasizes legal-centric recovery analysis, cash-flow prioritization, and operational turnarounds; position sizing is event-driven with concentrated, time-limited holds. Sector coverage is pragmatic across cyclical Industrials, services and consumer-facing businesses. Risk management centers on creditor governance, downside protection and exit flexibility.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
7.74%
Gain +1.5%
Monthly
0.39%
Yearly
4.76%
Drawdown
48.52%
$39.68M
Equity
Holdings
$39.68M
Investment
$77.68M
$35.57M
Profit +$2.81M
Realized
$73.58M
Unrealized
-$38M
Dividends
$16.91M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Loss < 80% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.5%
Profit
$2.81M
Win %
20%
This Week
Compared To Last Week
Gain
7.62%
Profit
$2.81M
Win %
20%
This Month
Compared to last month
Gain
11.7%
Profit
$4.15M
Win %
20%
This Year
Compared to last year
Gain
10.59%
Profit
$3.8M
Win %
47%
Events
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Dividends
Dividend Analysis
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| Trades 279 | Longs Won 141/279 50% | Profit Factor 1.18 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.94M |
| Average Win $1.65M | Best Trade (Jun 30) $33.97M | Sharpe Ratio -10.18 |
| Average Loss -$1.43M | Worst Trade (Aug 22) -$30.34M | Z-Score -5.04 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 1w 3d | Expectancy $127,504.87 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 24.12% | 37.01% | 47.54% | 56.78% | 65.17% | 72.94% | 80.23% | 87.13% | 93.7% |
| Consecutive Losing Trades | 28 | 25 | 22 | 19 | 17 | 14 | 11 | 8 | 6 | 3 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Legion Partners Asset Management?
The largest contributions to the portfolio's profits come from the following stocks: The Chefs' Warehouse, Inc - $33.26M, Kohl's Corporation - $32.28M, Nutanix, Inc - $25.61M, Clear Channel Outdoor Holdings, Inc - $17.68M, and Globalstar, Inc - $15.41M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: DigitalBridge Group Inc - $25.56M, Edgewell Personal Care Co - $16.76M, Momentive Global Inc - $15.34M, LegalZoom.com, Inc - $8.89M, and Five9 Inc - $8.52M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Legion Partners Asset Management's portfolio generate?
The portfolio generates substantial dividend income, with a total of $16.91M earned over time. The largest contributors to dividend income include Primo Brands Corporation - $2.44M, RCM Technologies, Inc - $2.32M, Guess?, Inc - $2.31M, Banc of California Inc - $2M, and Advance Auto Parts Inc - $1.99M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Legion Partners Asset Management's monthly returns?
Legion Partners Asset Management's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Legion Partners Asset Management's strategy be considered aggressive or moderate?
Legion Partners Asset Management's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Legion Partners Asset Management's strategy?
Legion Partners Asset Management's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
