Stephens Group, LLC
- SEC CIK
- 0001427999
- Latest filing
- Jul 10, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed Apr 3, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 3
- 0 vs. Q4 2024
- Portfolio value
- $194.1M
- −$6.10M (−3.0%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ETEnergy Transfer LP | COM UT LTD PTN | 5,574,335 | $103.6M | 53.4% | 00.0% | Unchanged | History |
| WESTWestrock Coffee Co | COM | 8,110,043 | $58.6M | 30.2% | 00.0% | Unchanged | History |
| LAWCS Disco, Inc. | COM | 7,796,632 | $31.9M | 16.4% | 00.0% | Unchanged | History |