| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| HF Direct Investments Pool, LLC | 14% | $72,181,946 | 12,708,089 | HF Direct Investments Pool, LLC | 31 Dec 2024 | |||
| SOWELL JAMES E | 7.3% | +11% | $34,466,041 | +$4,489,240 | 7,091,778 | +15% | James E. Sowell | 30 Sep 2025 |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | 2.8% | -48% | $16,768,705 | -$13,877,236 | 2,670,176 | -45% | Southeastern Asset Management, Inc. | 30 Jun 2025 |
As of 31 Dec 2025, 122 institutional investors reported holding 48,317,676 shares of Westrock Coffee Co - Common Stock, par value $0.01 per share (WEST). This represents 50% of the company’s total 97,147,644 outstanding shares.
The largest institutional shareholders of Westrock Coffee Co - Common Stock, par value $0.01 per share (WEST) together control 47% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| HF Capital, LLC | 13% | 12,749,755 | 0% | 31% | $51,891,503 |
| Stephens Group, LLC | 8.3% | 8,110,043 | 0% | 18% | $33,007,875 |
| Silverleafe Capital Partners, LLC | 4.9% | 4,726,559 | +0% | 5.7% | $19,237,095 |
| NFC Investments, LLC | 3.9% | 3,745,959 | -8.4% | 4.3% | $15,245,000 |
| VANGUARD GROUP INC | 3% | 2,921,059 | -2.1% | 0% | $11,888,710 |
| FMR LLC | 2.8% | 2,755,286 | -5.3% | 0% | $11,214,015 |
| BlackRock, Inc. | 2.5% | 2,457,214 | +2% | 0% | $10,000,861 |
| BROWN BROTHERS HARRIMAN & CO | 1.9% | 1,876,688 | 0% | 0.04% | $7,638,120 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.92% | 894,660 | +0.01% | 0% | $3,641,991 |
| AGMAN CAPITAL LLC | 0.76% | 738,847 | 0% | 2.6% | $3,007,107 |
| STATE STREET CORP | 0.71% | 691,795 | -7.8% | 0% | $2,815,606 |
| MILLENNIUM MANAGEMENT LLC | 0.7% | 676,400 | +111% | 0% | $2,752,948 |
| ZAZOVE ASSOCIATES LLC | 0.61% | 593,726 | -4.8% | 0.21% | $2,416,465 |
| CastleKnight Management LP | 0.59% | 575,000 | +45% | 0.13% | $2,340,250 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.3% | 294,987 | +2.3% | 0% | $1,200,597 |
| NORTHERN TRUST CORP | 0.27% | 260,123 | -14% | 0% | $1,058,701 |
| STEPHENS INC /AR/ | 0.25% | 247,128 | -7.6% | 0.01% | $1,005,811 |
| CITADEL ADVISORS LLC | 0.24% | 233,529 | +270% | 0% | $950,463 |
| DAVENPORT & Co LLC | 0.24% | 228,975 | -5.5% | 0.01% | $931,928 |
| GOLDMAN SACHS GROUP INC | 0.18% | 176,929 | +189% | 0% | $720,101 |
| Krilogy Financial LLC | 0.17% | 165,102 | -8.3% | 0.03% | $769,375 |
| Horrell Capital Management, Inc. | 0.17% | 163,330 | +43% | 0.29% | $664,753 |
| Quantinno Capital Management LP | 0.17% | 162,667 | +296% | 0% | $662,055 |
| Sovereign's Capital Management, LLC | 0.17% | 162,033 | -5.8% | 0.4% | $659,475 |
| Piedmont Capital Management, LLC/NC | 0.16% | 158,354 | 0% | 0.42% | $644,501 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 48,317,676 | $196,754,437 | -$4,261,111 | $4.07 | 122 |
| 2025 Q3 | 35,576,854 | $172,795,068 | -$11,171,384 | $4.86 | 125 |
| 2025 Q2 | 38,062,417 | $218,098,151 | -$10,112,269 | $5.73 | 120 |
| 2025 Q1 | 39,009,137 | $281,639,715 | -$266,365 | $7.22 | 113 |
| 2024 Q4 | 39,078,917 | $250,879,170 | +$6,836,065 | $6.42 | 117 |
| 2024 Q3 | 37,722,177 | $245,194,632 | +$12,100,097 | $6.50 | 109 |
| 2024 Q2 | 35,811,339 | $366,350,173 | +$535,181 | $10.23 | 103 |
| 2024 Q1 | 33,867,892 | $349,861,925 | +$2,236,714 | $10.33 | 87 |
| 2023 Q4 | 33,665,647 | $343,727,614 | +$7,982,917 | $10.21 | 87 |
| 2023 Q3 | 29,777,461 | $263,830,022 | +$48,093,856 | $8.86 | 79 |
| 2023 Q2 | 27,425,939 | $298,120,259 | +$53,918,224 | $10.87 | 72 |
| 2023 Q1 | 22,445,134 | $274,725,281 | +$16,568,475 | $12.24 | 55 |
| 2022 Q4 | 21,100,937 | $281,606,172 | +$11,114,457 | $13.36 | 46 |
| 2022 Q3 | 20,321,267 | $206,906,765 | +$205,739,765 | $10.33 | 33 |