Stephens Group, LLC
Top Portfolio Positions
4 positions ·
$171,507,413 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| ET |
Energy Transfer LP
Energy
|
5,444,597 | $105,080,722 | 61.27% | |
| WEST |
Westrock Coffee Co
Consumer Defensive
|
8,110,043 | $34,467,682 | 20.10% | |
| LAW |
CS Disco, Inc.
Technology
|
7,796,632 | $29,783,134 | 17.37% | |
| STUB |
StubHub Holdings, Inc.
Communication Services
|
348,698 | $2,175,875 | 1.27% |
Portfolio Trend
18 quarters · across all stocks
Holdings in WEST
Shares Held
Position Value (USD)
15 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $34,467,682 | 8,110,043 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $33,007,875 | 8,110,043 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $39,414,808 | 8,110,043 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $46,470,546 | 8,110,043 | Shares | Sole | 2025-07-03 | |
| 2025-03-31 | $58,554,510 | 8,110,043 | Shares | Sole | 2025-04-03 | |
| 2024-12-31 | $52,066,476 | 8,110,043 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $52,715,279 | 8,110,043 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $83,317,805 | 8,144,458 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $85,663,560 | 8,292,697 | Shares | Sole | 2024-04-03 | |
| 2023-12-31 | $84,668,436 | 8,292,697 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $74,513,432 | 8,410,094 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $92,536,070 | 8,512,978 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $105,079,212 | 8,584,903 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $117,588,921 | 8,801,566 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $90,920,176 | 8,801,566 | Shares | Sole | 2022-10-12 | |
| No 13F history on record for this holder in this stock. | ||||||