Stephens Group, Llc Portfolio Stock Holdings

Stephens Group, Llc disclosed 4 stock positions valued at approximately $206.3 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 June 30, 2026 and was filed on July 10, 2026.

Report Period
June 30, 2026
No. of Stocks
4
Portfolio Value
$206.3M
Holdings by Sector
Stephens Group, Llc Portfolio Holdings in Q2 2026

3 holdings in the latest reporting period.

Page 1 of 1
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ENERGY TRANSFER L PETEnergy50.46%5,444,597--$104,100,695
WESTROCK COFFEE COWESTConsumer Defensive28.88%7,347,871-762,172-9.40%$59,591,234
CS DISCO INCLAWTechnology14.28%7,796,632--$29,471,269