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Stephens Group, LLC

SEC CIK
0001427999
Latest filing
Jul 10, 2026

Holdings in Q2 2023

Holdings as of Jun 30, 2023, filed Jul 7, 2023. Long positions only; changes compare share counts with Q1 2023.

Institution overview
Positions
4
0 vs. Q1 2023
Portfolio value
$243.1M
−$8.93M (−3.5%) vs. Q1 2023
Filed
Jul 7, 2023
SEC
Holdings of Stephens Group, LLC in Q2 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
WESTWestrock Coffee CoCOM8,512,978$92.5M38.1%−71,925−0.8%ReducedHistory
ETEnergy Transfer LPCOM UT LTD PTN5,574,335$70.8M29.1%00.0%UnchangedHistory
LAWCS Disco, Inc.COM7,796,632$64.1M26.4%00.0%UnchangedHistory
CONNConns IncCOM4,230,650$15.7M6.4%00.0%UnchangedHistory