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Westrock Coffee Co hedge fund holdings

WESTNASDAQ
$8.25+0.03 (+0.36% today)

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

WEST · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 6, 2025 to Oct 6, 2026. Price (+75.9%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20254433$7.38M$16.9M114Aug 14, 2025
Q3 20254840$9.01M$18M122Nov 14, 2025
Q4 20253964$6.87M$9.08M120Feb 14, 2026
Q1 20263745$8.4M$6.78M124May 15, 2026
Q2 20267830$55.9M$52.3M139Aug 14, 2026

Quarterly action breakdown

Q2 2026
139 filers
New position
30
$13.4M+1.65M sh
Increased
48
$42.6M+5.25M sh
Reduced
16
-$43.2M-5.33M sh
Out / sold
14
-$9.05M-1.12M sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Silverleafe Capital Partners, LLCReduce 79.47%-$30.4M$7.85M2.14%Jul 2, 2026
Stephens Group, LLCReduce 9.40%-$6.18M$59.6M28.88%Jul 10, 2026
Zazove Associates LLCReduce 60.95%-$5.7M$3.65M0.30%Jul 16, 2026
CastleKnight Management LPSell 100%-$3.05M$00.00%Aug 14, 2026
Krilogy Financial LLCSell 100%-$866K$00.00%Jul 27, 2026
Ethic Inc.Sell 100%-$614K$00.00%Jul 29, 2026
Arkansas Financial Group, Inc.Added 92.79%+$498K$1.03M0.13%Jul 20, 2026
Inspire Investing, LLCReduce 32.28%-$327K$687K0.03%Aug 12, 2026
Private Capital Management, LLCSell 100%-$255K$00.00%Aug 14, 2026
Quantinno Capital Management LPAdded 34.26%+$252K$988K0.00%Aug 13, 2026
Jain Global LLCNew Buy+$233K$233K0.00%Aug 14, 2026
DAVENPORT & Co LLCReduce 12.17%-$218K$1.57M0.01%Jul 13, 2026
Fox Run Management, L.L.C.New Buy+$167K$167K0.03%Aug 4, 2026
Piedmont Capital Management, LLCReduce 9.16%-$112K$1.12M0.68%Aug 13, 2026
Red Door Wealth Management, LLCReduce 39.29%-$89.2K$138K0.01%Jul 13, 2026
Sequoia Financial Advisors, LLCNew Buy+$87.7K$87.7K0.00%Jul 17, 2026
Gotham Asset Management, LLCNew Buy+$82.3K$82.3K0.00%Aug 14, 2026
Commerce Advisors, LLCSell 100%-$67.4K$00.00%Aug 4, 2026
Modera Wealth Management, LLCSell 100%-$63.8K$00.00%Aug 3, 2026
Horrell Capital Management, Inc.Reduce 1.73%-$22.6K$1.29M0.59%Jul 16, 2026
Summit Asset Management, LLCReduce 19.00%-$20.4K$87.2K0.01%Aug 6, 2026
Legacy Capital Wealth Partners, LLCReduce 5.58%-$16.5K$280K0.05%Aug 12, 2026
Sovereign's Capital Management, LLCReduce 1.09%-$13.8K$1.25M0.84%Aug 14, 2026
Inscription Capital, LLCReduce 6.52%-$12.7K$182K0.02%Aug 13, 2026
Aster Capital Management (DIFC) LtdNew Buy+$3.03K$3.03K0.00%Aug 14, 2026
Waterloo Capital, L.P.Added 1.67%+$1.43K$87K0.00%Jul 29, 2026
Hughes Financial Services, LLCNew Buy+$187$1870.00%Jul 20, 2026

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