Stephens Group Holds 15.6% Stake in Westrock Coffee

TL;DR

**Stephens Group still owns 15.6% of Westrock Coffee, a bullish sign.**

AI Summary

The Stephens Group, LLC, an Arkansas-based investment firm, filed an amended SC 13G on January 5, 2024, disclosing its ownership of 10,600,000 shares of Westrock Coffee Co. common stock as of December 31, 2023. This represents a significant 15.6% stake in the company, indicating a continued strong conviction in Westrock Coffee's future by a major institutional investor. This matters to investors because it signals that a sophisticated investor maintains a substantial long-term position, which can be a vote of confidence in the company's stability and growth prospects.

Why It Matters

This filing shows a major investment firm, The Stephens Group, LLC, continues to hold a significant portion of Westrock Coffee, suggesting confidence in the company's long-term value.

Risk Assessment

Risk Level: low — The filing indicates a stable, significant ownership stake by an institutional investor, which generally reduces volatility and provides a degree of stability.

Analyst Insight

A smart investor would view this continued significant stake by The Stephens Group, LLC as a positive signal, suggesting long-term confidence in Westrock Coffee Co., and might consider further research into the company's fundamentals.

Key Numbers

• 10,600,000 — Shares Owned (The Stephens Group, LLC's total beneficial ownership in Westrock Coffee Co.)
• 15.6% — Ownership Percentage (The Stephens Group, LLC's stake in Westrock Coffee Co., indicating significant influence.)
• December 31, 2023 — Reporting Date (The snapshot date for the ownership information provided in the filing.)

Key Players & Entities

• The Stephens Group, LLC (company) — reporting person and institutional investor
• Westrock Coffee Co. (company) — subject company (issuer)
• 10,600,000 shares (dollar_amount) — total shares beneficially owned by The Stephens Group, LLC
• 15.6% (dollar_amount) — percentage of Westrock Coffee Co. common stock owned by The Stephens Group, LLC
• December 31, 2023 (date) — date of event requiring the filing
• $0.01 (dollar_amount) — par value per share of Westrock Coffee Co. common stock

Forward-Looking Statements

• The Stephens Group, LLC will maintain a significant ownership stake in Westrock Coffee Co. for the foreseeable future. (The Stephens Group, LLC) — high confidence, target: December 31, 2024
• Westrock Coffee Co. will continue to benefit from the stability provided by a large institutional investor. (Westrock Coffee Co.) — medium confidence, target: December 31, 2024

FAQ

Key Financial Figures

• $0.01 — ame of Issuer) Common Stock, par value $0.01 per share (Title of Class of Securiti

Filing Documents

• wcc-sc13gamendment1_01052024.htm (SC 13G) — 145KB
• wcc-ex991tosc13g_08262022.htm (EX-99.1) — 8KB
• wcc-ex992tosc13g_08262022.htm (EX-99.2) — 48KB
• 0001014108-24-000002.txt ( ) — 203KB

(a)

Item 1(a). Name of Issuer: Westrock Coffee Company

(b)

Item 1(b). Address of Issuer's Principal Executive Offices: 4009 North Rodney Parham Road, 3rd Floor, Little Rock, AR 72212

(a)

Item 2(a). Name of Person Filing: The Stephens Group, LLC SG-Coffee, LLC Elizabeth Stephens Campbell W.R. Stephens, Jr.

(b)

Item 2(b). Address of Principal Business Office or, if none, Residence: 100 River Bluff Drive, Suite 500, Little Rock, AR 72202

(c)

Item 2(c). Citizenship: See Item 4 of each cover page

(d)

Item 2(d). Title of Class of Securities: Common Stock, $0.01 par value per share ("Common Stock")

(e)

Item 2(e). CUSIP Number: 96145W103 CUSIP No. 96145W103 Page 7 of 10 pages Item 3. If This Statement Is Filed Pursuant to Sections 240.13d-1(b) or 240.13d-2(b) or (c), Check Whether the Person Filing Is a(n): Not applicable (a) Broker or dealer registered under Section 15 of the Act (15 U.S.C. 78o); (b) Bank as defined in Section 3(a)(6) of the Act (15 U.S.C. 78c); (c) Insurance company as defined in Section 3(a)(19) of the Act (15 U.S.C. 78c); (d) Investment company registered under Section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8); (e) Investment adviser in accordance with Section 240.13d-1(b)(1)(ii)(E); (f) Employee benefit plan or endowment fund in accordance with Section 240.13d-1(b)(1)(ii)(F); (g) Parent holding company or control person in accordance with Section 240.13d-1(b)(1)(ii)(G); (h) Savings association as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813); (i) Church plan that is excluded from the definition of an investment company under Section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3); (j) A non-U.S. institution in accordance with Section 240.13d-1(b)(1)(ii)(J); (k) Group, in accordance with Section 240.13d-1(b)(1)(ii)(K). If filing as a non-U.S. institution in accordance with Section 240.13d-1(b)(1)(ii)(J), please specify the type of institution: ____________________________ . Item 4. (a) Amount beneficially owned: See Item 9 of each cover page. (b) Percent of class: See Item 11 of each cover page. 2,940,896 of the 8,292,697 total shares of Common Stock reported herein are shares of Common Stock issuable upon conversion of Series A Preferred Stock. The percent of class is calculated using a total of 90,980,080 shares of Common Stock representing the 88,039,184 shares of Common Stock deemed outstanding as of November 3, 2023, as reported in Form 10-Q filed by the Issuer on November 9, 2023, plus the 2,940,896 shares o

View Full Filing

View this SC 13G filing on SEC EDGAR