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Stephens Group, LLC

SEC CIK
0001427999
Latest filing
Jul 10, 2026

Holdings in Q1 2026

Holdings as of Mar 31, 2026, filed Apr 13, 2026. Long positions only; changes compare share counts with Q4 2025.

Institution overview
Positions
4
+1 vs. Q4 2025
Portfolio value
$171.5M
−$13.9M (−7.5%) vs. Q4 2025
Filed
Apr 13, 2026
SEC
Holdings of Stephens Group, LLC in Q1 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
ETEnergy Transfer LPCOM UT LTD PTN5,444,597$105.1M61.3%−129,738−2.3%ReducedHistory
WESTWestrock Coffee CoCOM8,110,043$34.5M20.1%00.0%UnchangedHistory
LAWCS Disco, Inc.COM7,796,632$29.8M17.4%00.0%UnchangedHistory
STUBStubHub Holdings, Inc.CL A348,698$2.18M1.3%+348,698NewHistory