GREENWOOD GEARHART LLC WEST — Westrock Coffee Co Com

Ownership history in GREENWOOD GEARHART LLC  ·  10 quarters on record

AI Ownership Summary

GREENWOOD GEARHART LLC reported Westrock Coffee Co Com (WEST) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.03% in 2024 Q1. The latest visible filing shows WEST at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WEST ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GREENWOOD GEARHART LLC's position in Westrock Coffee Co Com, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

WEST was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

WEST stock page GREENWOOD GEARHART LLC fund profile GREENWOOD GEARHART LLC full holdings
How GREENWOOD GEARHART LLC held WEST — position size vs. price
% of Fund (quarterly)    WEST price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 58,167 -300 -0.5% 0.01% $247K 2026-05-07 $5.90
2025 Q4 ADDED — — — 58,467 +30,914 +112.2% 0.01% $238K 2026-02-04 $5.06
2025 Q3 UNCHANGED — — — 27,553 — 0% 0.01% $134K 2025-11-12 $3.92
2025 Q2 UNCHANGED — — — 27,553 — 0% 0.01% $158K 2025-07-24 $6.97
2025 Q1 UNCHANGED — — — 27,553 — 0% 0.01% $199K 2025-05-06 $6.03
2024 Q4 ADDED — — — 27,553 +300 +1.1% 0.01% $177K 2025-02-13 $6.69
2024 Q3 UNCHANGED — — — 27,253 — 0% 0.01% $177K 2024-11-15 $6.66
2024 Q2 UNCHANGED — — — 27,253 — 0% 0.03% $279K 2024-08-07 $9.56
2024 Q1 ADDED — — — 27,253 +7,253 +36.3% 0.03% $282K 2024-05-15 $10.74
2023 Q4 INITIATED — — — 20,000 — — 0.02% $204K 2024-02-13 $10.36

🏢 Other funds also holding WEST

As of 2026 Q1 — sorted by position size

HF Capital, LLC 22.65% Stephens Group, LLC 3Y 20.1% Silverleafe Capital Partners, LLC 3Y 7Y 5.92% NFC Investments, LLC 3Y 7Y 4.18% AGMAN CAPITAL LLC 2.84% Sovereign's Capital Management, LLC 0.49% Piedmont Capital Management, LLC/NC 0.43% Horrell Capital Management, Inc. 3Y 7Y 0.31% LEE DANNER & BASS INC 3Y 7Y 0.08% Commerce Advisors, LLC 0.06%

FAQ About GREENWOOD GEARHART LLC and WEST

These are the practical questions this page is built to answer before you even open the full history table.

How long has GREENWOOD GEARHART LLC reported owning WEST?

GREENWOOD GEARHART LLC reported WEST across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported WEST position in GREENWOOD GEARHART LLC's portfolio?

The largest reported portfolio weight for WEST was 0.03% in 2024 Q1.

What is the latest reported WEST position on this page?

The most recent filing on this page is 2026 Q1, when GREENWOOD GEARHART LLC reported 58,167 shares, equal to 0.01% of portfolio, with an estimated market value of $247K.

What does the chart on this WEST ownership page compare?

The chart compares GREENWOOD GEARHART LLC's quarterly WEST portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did GREENWOOD GEARHART LLC time their WEST position?

Based on 13F filing dates vs. subsequent WEST price moves, GREENWOOD GEARHART LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on WEST relative to SPY over the holding period was -35.7%.

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