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Stephens Group, LLC

SEC CIK
0001427999
Latest filing
Jul 10, 2026

Holdings in Q4 2023

Holdings as of Dec 31, 2023, filed Jan 5, 2024. Long positions only; changes compare share counts with Q3 2023.

Institution overview
Positions
4
0 vs. Q3 2023
Portfolio value
$239.5M
+$18.3M (+8.3%) vs. Q3 2023
Filed
Jan 5, 2024
SEC
Holdings of Stephens Group, LLC in Q4 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
WESTWestrock Coffee CoCOM8,292,697$84.7M35.4%−117,397−1.4%ReducedHistory
ETEnergy Transfer LPCOM UT LTD PTN5,574,335$76.9M32.1%00.0%UnchangedHistory
LAWCS Disco, Inc.COM7,796,632$59.2M24.7%00.0%UnchangedHistory
CONNConns IncCOM4,217,873$18.7M7.8%00.0%UnchangedHistory