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
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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:
22.48%
Gain
Monthly
0.54%
Yearly
6.73%
Drawdown
48.27%
$158.87M
Equity
Holdings
$158.87M
Investment
$189M
$38.64M
Profit -$2.01M
Realized
$68.78M
Unrealized
-$30.13M
Dividends
$17.16M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Loss < 80% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$2.01M
Win %
44%
This Week
Compared To Last Week
Gain
-3.66%
Profit
-$6.04M
Win %
44%
This Month
Compared to last month
Gain
-2.28%
Profit
-$3.7M
Win %
44%
This Year
Compared to last year
Gain
15.33%
Profit
$21.12M
Win %
50%
Events
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Dividends
Dividend Analysis
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| Trades 278 | Longs Won 138/278 49% | Profit Factor 1.2 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.94M |
| Average Win $1.66M | Best Trade (Jun 30) $33.97M | Sharpe Ratio -35.42 |
| Average Loss -$1.36M | Worst Trade (Aug 22) -$30.34M | Z-Score -3.3 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 1d | Expectancy $138,996.37 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 0.15% | 1.08% | 3.37% | 7.58% | 14.21% | 23.74% | 36.64% | 53.36% | 74.33% |
| Consecutive Losing Trades | 117 | 105 | 93 | 82 | 70 | 58 | 47 | 35 | 23 | 12 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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