Stephens Group, LLC
LITTLE ROCK, AR · CIK 1427999 · 13F filing filed 2026-07-10
No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.
$206.3m
reported value
+20.3% vs Q1 2026
4positions
100.0%in top 10
0 new
1 added
1 reduced
0 sold out
vs Q1 2026
Holdings, Q2 2026
The small lines show how much was held over the last 4 quarters (adjusted for stock splits).
| Security | Value | Change |
|---|---|---|
| ENERGY TRANSFER L P ET | $104.1m50.46% | Unchanged |
| WESTROCK COFFEE CO WEST | $59.6m28.88% | Reduced -762.2k |
| CS DISCO INC LAW | $29.5m14.28% | Unchanged |
| STUBHUB HLDGS INC STUB | $13.2m6.38% | Added +673.7k |
Stakes above 5%
Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.
| Company | Stake |
|---|---|
| WESTROCK COFFEE CO WEST · 13G · filed 2026-07-16 | 9.0%≈ $75.0m |