Stephens Group, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 13, 2026), Stephens Group, LLC reported 4 stock positions worth $171.5 million. Its top holding was Energy Transfer (ET) at 61.3% of the portfolio, followed by Westrock Coffee (WEST, 20.1%) and CS Disco (LAW, 17.4%). Compared with Q4 2025, it opened 1 new position and reduced 1. The biggest buy was a new position in Stubhub Class A (STUB) and the biggest sale Energy Transfer (ET, shares −2%).

Most Recent 13F
Q2 2026
Location
LITTLE ROCK, AR
CIK
0001427999
Portfolio Value
$171.5M (Q1 2026)
SEC Filing
0001104659-26-042186 ↗ filed Apr 13, 2026

Holdings Value

0$100.0M$200.0M$300.0M Q1 2024: $250.9M Q1 2024 Q2 2024: $224.9M Q2 2024 Q3 2024: $188.0M Q3 2024 Q4 2024: $200.2M Q4 2024 Q1 2025: $194.1M Q1 2025 Q2 2025: $181.6M Q2 2025 Q3 2025: $185.4M Q3 2025 Q4 2025: $185.4M Q4 2025 Q1 2026: $171.5M $171.5M Q1 2026 Q2 2026: $206.3M Q2 2026

Holdings 4 stocks · $171.5M

ET Energy Transfer LP 61.27% 5,444,597 $105.1M Reduce -2.3%
WEST Westrock Coffee Co. 20.10% 8,110,043 $34.5M No change
LAW CS Disco Inc. 17.37% 7,796,632 $29.8M No change
STUB Stubhub Holdings Inc. Class A 1.27% 348,698 $2.2M New

Portfolio Sells Q4 2025 → Q1 2026

ET Energy Transfer LP Reduce -2.3% 61.27% +11.70

Portfolio Buys Q4 2025 → Q1 2026

STUB Stubhub Holdings Inc. Class A New 1.27% +1.27

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 4$206.3MET, WEST, LAW, STUB
Q1 2026 4$171.5MET, WEST, LAW, STUB
Q4 2025 3$185.4MET, LAW, WEST
Q3 2025 3$185.4MET, LAW, WEST
Q2 2025 3$181.6MET, WEST, LAW
Q1 2025 3$194.1MET, WEST, LAW
Q4 2024 3$200.2MET, WEST, LAW
Q3 2024 3$188.0MET, WEST, LAW
Q2 2024 4$224.9MET, WEST, LAW, CONNQ
Q1 2024 4$250.9MET, WEST, LAW, CONNQ