Stephens Group, Llc Portfolio Stock Holdings

Stephens Group, Llc disclosed 4 stock positions valued at approximately $171.5 million in its latest SEC 13F filing. The largest holdings include ENERGY TRANSFER L P, WESTROCK COFFEE CO, and CS DISCO INC. The filing reflects positions held as of March 31, 2026 and was filed on April 13, 2026.

Report Period
March 31, 2026
No. of Stocks
4
Portfolio Value
$171.5M
Holdings by Sector
Stephens Group, Llc Portfolio Holdings in Q1 2026

3 holdings in the latest reporting period.

Page 1 of 1
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ENERGY TRANSFER L PETEnergy61.27%5,444,597-129,738-2.33%$105,080,722
WESTROCK COFFEE COWESTConsumer Defensive20.10%8,110,043--$34,467,683
CS DISCO INCLAWTechnology17.37%7,796,632--$29,783,134
Stephens Group, Llc Portfolio Stock Holdings | InsiderSet