Legion Partners Asset Management, LLC LFCR LANDEC CORP

Ownership history in Legion Partners Asset Management, LLC  ·  27 quarters on record

AI Ownership Summary

Legion Partners Asset Management, LLC reported LANDEC CORP (LFCR) in 27 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 21.63% in 2025 Q2. The latest visible filing shows LFCR at 12.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LFCR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Legion Partners Asset Management, LLC's position in LANDEC CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

LFCR was reported at 12.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
21.63% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Legion Partners Asset Management, LLC held LFCR — position size vs. price
% of Fund (quarterly)    LFCR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 4,461,823 0% 12.05% $16.6M 2026-05-15 $4.40
2025 Q4 UNCHANGED 4,461,823 0% 21.25% $36.5M 2026-02-17 $7.16
2025 Q3 ADDED 4,461,823 +30,000 +0.7% 17.77% $32.8M 2025-11-14 $7.96
2025 Q2 UNCHANGED 4,431,823 0% 21.63% $36.0M 2025-08-14 $7.42
2025 Q1 UNCHANGED 4,431,823 0% 20.71% $31.2M 2025-05-15 $6.71
2024 Q4 ADDED 4,431,823 +1,463,414 +49.3% 19.20% $32.9M 2025-02-14 $6.09
2024 Q3 UNCHANGED 2,968,409 0% 5.08% $14.6M 2024-11-14 $6.68
2024 Q2 ADDED 2,968,409 +18,182 +0.6% 4.70% $15.2M 2024-08-14 $5.81
2024 Q1 ADDED 2,950,227 +9,887 +0.3% 3.63% $15.7M 2024-05-15 $5.99
2023 Q4 UNCHANGED 2,940,340 0% 4.74% $18.2M 2024-02-14 $7.90
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Legion Partners Asset Management, LLC and LFCR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Legion Partners Asset Management, LLC reported owning LFCR?

Legion Partners Asset Management, LLC reported LFCR across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported LFCR position in Legion Partners Asset Management, LLC's portfolio?

The largest reported portfolio weight for LFCR was 21.63% in 2025 Q2.

What is the latest reported LFCR position on this page?

The most recent filing on this page is 2026 Q1, when Legion Partners Asset Management, LLC reported 4,461,823 shares, equal to 12.05% of portfolio, with an estimated market value of $16.6M.

What does the chart on this LFCR ownership page compare?

The chart compares Legion Partners Asset Management, LLC's quarterly LFCR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Legion Partners Asset Management, LLC time their LFCR position?

Based on 13F filing dates vs. subsequent LFCR price moves, Legion Partners Asset Management, LLC correctly timed 5 out of 10 reported position changes (50%). The annualised alpha on LFCR relative to SPY over the holding period was -25.0%.

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