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Stephens Group, LLC

SEC CIK
0001427999
Latest filing
Jul 10, 2026

Holdings in Q4 2024

Holdings as of Dec 31, 2024, filed Jan 7, 2025. Long positions only; changes compare share counts with Q3 2024.

Institution overview
Positions
3
0 vs. Q3 2024
Portfolio value
$200.2M
+$12.1M (+6.5%) vs. Q3 2024
Filed
Jan 7, 2025
SEC
Holdings of Stephens Group, LLC in Q4 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
ETEnergy Transfer LPCOM UT LTD PTN5,574,335$109.2M54.6%00.0%UnchangedHistory
WESTWestrock Coffee CoCOM8,110,043$52.1M26.0%00.0%UnchangedHistory
LAWCS Disco, Inc.COM7,796,632$38.9M19.4%00.0%UnchangedHistory