LEONARD GREEN Overview

Leonard Green Partners Lp is an investment advisor that manages 14.8 BN dollars in regulatory AUM and has 40 employees, of which 29 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/09 to 09/30/16. The fund's latest filing disclosed 989MM in positions, representing 7% of the manager's regulatory AUM.

LEONARD GREEN StockAlpha

-24.6%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

LEONARD GREEN Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IMS 60.47% Health 0% 2.73% 4 3%
SHAK 18.55% Cons. Disc. 4.1% -0.15% 8 3%
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FEATURED IN
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LEONARD GREEN Founders and Key Employees

Name Title In Position Since
John G. Danhakl Managing Partner March-1995
Jonathan D. Sokoloff Managing Partner April-1990
Peter J. Nolan Senior Advisor June-1997
John M. Baumer Partner January-2001
Jonathan A. Seiffer Partner July-1998
Cody D. Franklin Chief Financial Officer May-2005
Adrian J. Maizey Chief Operating Officer/Chief Compliance Officer July-2014

LEONARD GREEN Brokers, Custodians, Auditors and Administrators

Type Company
Auditor Pro
Auditor Pro
Custodian Pro
Custodian Pro

LEONARD GREEN Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

The Funds invest primarily in North American-based companies, pursuing investments that meet LGP’s target market investment criteria. LGP seeks to achieve the Funds’ investment objectives by proactively sourcing investment opportunities, conducting rigorous due diligence of potential investments, developing creative structuring and financing structures to facilitate these investments, being actively involved in value creation post-acquisition, and seeking opportunities for timely realization of Fund investments.

LGP generally targets investments in market-leading franchises, defensible competitive positions and a successful track record, with a preference for companies in the following sectors: retail, distribution, healthcare, aerospace/defense and consumer/business services. While LGP is primarily a control investor, the Funds also invest in minority positions, generally in “sha...
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LEONARD GREEN Portfolio Concentration

LEONARD GREEN Location

11111 SANTA MONICA BLVD.
SUITE 2000
LOS ANGELES, California
UNITED STATES, 90025

LEONARD GREEN Contact Information

Phone Number: 310-954-0414
Fax Number: 310-954-0035
Website:

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