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Engineers Gate Manager’s Westrock Coffee WEST Stock Holding History

Engineers Gate Manager’s Portfolio WEST Stock Details WEST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-20,479
Closed -$99.5K – 2599
2025
Q3 		$99.5K Sell
20,479
-14,736
-42% -$88.6K ﹤0.01% 2007
2025
Q2 		$202K Buy
35,215
+4,239
+14% +$27.4K ﹤0.01% 1900
2025
Q1 		$224K Buy
30,976
+4,208
+16% +$27.6K ﹤0.01% 1843
2024
Q4 		$172K Buy
+26,768
New +$184K ﹤0.01% 1916

Other funds holding WEST

HC
HF Capital Knoxville, Tennessee $239M AUM
SG
Stephens Group Little Rock, Arkansas $206M AUM 46.76% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return
NI
NFC Investments Memphis, Tennessee $359M AUM 11.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AC
Agman Capital Omaha, Nebraska $126M AUM

Engineers Gate Manager's WEST Position: Q4 2025 in Review

Engineers Gate Manager sold out of Westrock Coffee (WEST) in Q4 2025, closing a stake of 20,479 shares — an estimated $99.5K sold.

Engineers Gate Manager first reported a position in WEST in Q4 2024 and held it in 4 quarters. The position peaked at $224K in Q1 2025. 126 funds tracked by Wall St. Rank hold WEST as of Q4 2025.

  • Engineers Gate Manager reported no remaining Westrock Coffee position as of Q4 2025 after selling out during the quarter.
  • Engineers Gate Manager sold 20,479 Westrock Coffee shares in Q4 2025, an estimated $99.5K.
  • Engineers Gate Manager first reported a position in Westrock Coffee in Q4 2024 and held it in 4 quarters.
  • Engineers Gate Manager's Westrock Coffee position peaked at $224K in Q1 2025.
  • 126 funds tracked by Wall St. Rank held Westrock Coffee as of Q4 2025.

Based on Engineers Gate Manager's 13F filing for Q4 2025, filed 17 Feb 2026.