Stephens Group, LLC

data from 31/03/2026

Capitalization

$ 171.507 M

-7.51%

Performance

$ -336.934 M

-107.67%

Average holding period

13 years

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Stephens Group, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2026/03/31 ET ENERGY TRANSFER L P 61.27% 105.081 M $ 5444597 2021/12/31 15.664 M $ 17.04 %
2026/03/31 WEST WESTROCK COFFEE CO 20.10% 34.468 M $ 8110043 2022/09/30 1.460 M $ 4.42 %
2026/03/31 LAW CS DISCO INC 17.37% 29.783 M $ 7796632 2021/12/31 -30.719 M $ -50.77 %
2026/03/31 STUB STUBHUB HLDGS INC 1.27% 2.176 M $ 348698 2026/03/31 0.000 $ 0.00 %