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Stephens Group, LLC

SEC CIK
0001427999
Latest filing
Jul 10, 2026

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Jul 3, 2025. Long positions only; changes compare share counts with Q1 2025.

Institution overview
Positions
3
0 vs. Q1 2025
Portfolio value
$181.6M
−$12.5M (−6.4%) vs. Q1 2025
Filed
Jul 3, 2025
SEC
Holdings of Stephens Group, LLC in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
ETEnergy Transfer LPCOM UT LTD PTN5,574,335$101.1M55.6%00.0%UnchangedHistory
WESTWestrock Coffee CoCOM8,110,043$46.5M25.6%00.0%UnchangedHistory
LAWCS Disco, Inc.COM7,796,632$34.1M18.8%00.0%UnchangedHistory