William W. Kilgroe

Stephens Group, Llc

Assets Managed

$206.322M

Holdings

Last Quarter

2026 - Q2

Filed Date

5d ago

Growth Rate

20.3%(2Q avg: 6.4%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Stephens Group, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 4 positions.

Assets under management

The assets under management (AUM) of Stephens Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 206.322M in assets, with a quarterly growth rate of 20.3% and a 2-quarter average growth rate of 6.4%. The portfolio is managed by William W. Kilgroe, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
ET Energy Transfer Lp Recent Activity	50.46%	$104.101M 5.445M shares@ $19.13 avg price
WEST Westrock Coffee Co Recent Activity Decreased -9.39%	28.89%	$59.591M 7.348M shares@ $8.12 avg price	Decreased -9.39%
LAW Cs Disco Inc Recent Activity	14.29%	$29.471M 7.797M shares@ $3.79 avg price
STUB Stubhub Holdings Inc-class A Recent Activity Increased 193.21%	6.38%	$13.158M 1.022M shares@ $12.87 avg price	Increased 193.21%

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