Longleaf Partners Small-Cap Fund’s Updates on Westrock Coffee (WEST)

Longleaf Partners, managed by Southeastern Asset Management, released its “Small-Cap Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The fund returned 2.70% in the second quarter, compared to the Russell 3000’s 10.99% return and the Russell 2000’s 8.50% gain. For more information on the fund’s best picks in 2025, please check its top five holdings.

In its second-quarter 2025 investor letter, Longleaf Partners Small-Cap Fund highlighted stocks such as Westrock Coffee Company, LLC (NASDAQ:WEST). Headquartered in Little Rock, Arkansas, Westrock Coffee Company, LLC (NASDAQ:WEST) is an integrated provider of coffee, tea, flavors, extracts, and ingredient solutions. The one-month return of Westrock Coffee Company (NASDAQ:WEST) was -10.62%, and its shares lost 27.98% of their value over the last 52 weeks. On August 20, 2025, Westrock Coffee Company (NASDAQ:WEST) stock closed at $6.23 per share, with a market capitalization of $590.031 million.

Longleaf Partners Small-Cap Fund stated the following regarding Westrock Coffee Company (NASDAQ:WEST) in its second quarter 2025 investor letter:

“Westrock Coffee Company (NASDAQ:WEST) – Coffee producer Westrock was a detractor for the quarter. We continue to like the outlook for overall coffee demand going forward. Unfortunately, the company has faced challenges both internal and external over the last year. The good news is that it is nearing the final ramp up of its new facility in Conway, AR. This will lead to a more diversified business mix and additional cash flow to drive equity value. We were encouraged to see insider buying in the quarter.”

A team of baristas in the roasting area with sacks of freshly roasted coffee beans.

Westrock Coffee Company (NASDAQ:WEST) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 6 hedge fund portfolios held Westrock Coffee Company (NASDAQ:WEST) at the end of the first quarter, which was 5 in the previous quarter.While we acknowledge the risk and potential of Westrock Coffee Company (NASDAQ:WEST) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than Westrock Coffee Company (NASDAQ:WEST) and that has 10,000% upside potential, check out our report about this cheapest AI stock.

In another article, we covered Westrock Coffee Company (NASDAQ:WEST) and shared Longleaf Partners Small-Cap Fund’s views on the company in the previous quarter. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.