Skip to main content

Stephens Group, LLC

SEC CIK
0001427999
Latest filing
Jul 10, 2026

Holdings in Q1 2023

Holdings as of Mar 31, 2023, filed Apr 6, 2023. Long positions only; changes compare share counts with Q4 2022.

Institution overview
Positions
4
0 vs. Q4 2022
Portfolio value
$252.0M
−$10.1M (−3.9%) vs. Q4 2022
Filed
Apr 6, 2023
SEC
Holdings of Stephens Group, LLC in Q1 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
WESTWestrock Coffee CoCOM8,584,903$105.1M41.7%−216,663−2.5%ReducedHistory
ETEnergy Transfer LPCOM UT LTD PTN5,574,335$69.5M27.6%00.0%UnchangedHistory
LAWCS Disco, Inc.COM7,796,632$51.8M20.5%00.0%UnchangedHistory
CONNConns IncCOM4,230,650$25.6M10.2%00.0%UnchangedHistory