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Home > Institutional Investor > Stephens Group, Llc > Profile

Instuitional Investor - Stephens Group, Llc

Fund Profile
Filing Period:
Fund Name: Stephens Group, Llc
Portfolio Value $185,436,641
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Energy Transfer Lp
 ET 5,574,335 $95,655,589 51.58%
2.
Cs Disco Inc.
 LAW 7,796,632 $50,366,243 27.16%
3.
Westrock Coffee Co
 8,110,043 $39,414,809 21.26%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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