Stephens Group, Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$171.5M
Q ending 2026-03-31
Prior quarter
$185.4M
Q ending 2025-12-31
Change
-7.5% QoQ · -11.6% YoY
Positions
4
reported holdings

Largest positions

All 4 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Energy Transfer L PETShares$105.1M5.4M
Westrock Coffee CoWESTShares$34.5M8.1M
Cs Disco IncLAWShares$29.8M7.8M
Stubhub Hldgs IncSTUBShares$2.2M349K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.