Top 4 Stephens Group, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ET | ENERGY TRANSFER L P | 61.27% | 5.44M | $105.1M | -2.33%(-129.74K) | $8.90(+128.97%) | 2026-03-31 | |
| WEST | WESTROCK COFFEE CO | 20.1% | 8.11M | $34.5M | +0.00%(+0) | $10.13(-42.53%) | 2026-03-31 | |
| LAW | CS DISCO INC | 17.37% | 7.80M | $29.8M | +0.00%(+0) | $41.84(-88.94%) | 2026-03-31 | |
| STUB | STUBHUB HLDGS INC | 1.27% | 348.7K | $2.2M | new | $9.88(-23.12%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -8.13% | -22.45% |
| Top 20 Holdings Unweighted | -6.47% | -18.18% |
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