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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 $239,498,052
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Westrock Coffee Co
 8,292,697 $84,668,436 35.35%
2.
Energy Transfer Lp
 ET 5,574,335 $76,925,823 32.11%
3.
Cs Disco Inc.
 LAW 7,796,632 $59,176,437 24.7%
4.
Conns Inc
 CONN 4,217,873 $18,727,356 7.81%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)