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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 $204,387,822
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Energy Transfer Lp
 ET 5,444,597 $107,639,683 52.66%
2.
Westrock Coffee Co
 WEST 7,347,871 $59,076,883 28.9%
3.
Cs Disco Inc.
 LAW 7,796,632 $31,966,191 15.64%
4.
Stubhub Hldgs Inc
 1,022,413 $5,705,065 2.79%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.