Stephens Group, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 10, 2026), Stephens Group, LLC reported 4 stock positions worth $206.3 million. Its top holding was Energy Transfer (ET) at 50.5% of the portfolio, followed by Westrock Coffee (WEST, 28.9%) and CS Disco (LAW, 14.3%). Compared with Q1 2026, it added to 1 and reduced 1. The biggest buy was Stubhub Class A (STUB, shares +193%) and the biggest sale Westrock Coffee (WEST, shares −9%).
- Most Recent 13F
- Q2 2026
- Location
- LITTLE ROCK, AR
- CIK
- 0001427999
- Portfolio Value
- $206.3M (Q2 2026)
- SEC Filing
- 0001104659-26-082429 ↗ filed Jul 10, 2026
Holdings Value
Holdings 4 stocks · $206.3M
Portfolio Sells Q1 2026 → Q2 2026
| WEST Westrock Coffee Co. | Reduce -9.4% | 28.88% | +8.79 |
Portfolio Buys Q1 2026 → Q2 2026
| STUB Stubhub Holdings Inc. Class A | Add +193.2% | 6.38% | +5.11 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 4 | $206.3M | ET, WEST, LAW, STUB |
| Q1 2026 | 4 | $171.5M | ET, WEST, LAW, STUB |
| Q4 2025 | 3 | $185.4M | ET, LAW, WEST |
| Q3 2025 | 3 | $185.4M | ET, LAW, WEST |
| Q2 2025 | 3 | $181.6M | ET, WEST, LAW |
| Q1 2025 | 3 | $194.1M | ET, WEST, LAW |
| Q4 2024 | 3 | $200.2M | ET, WEST, LAW |
| Q3 2024 | 3 | $188.0M | ET, WEST, LAW |
| Q2 2024 | 4 | $224.9M | ET, WEST, LAW, CONNQ |
| Q1 2024 | 4 | $250.9M | ET, WEST, LAW, CONNQ |