Jim Simons
WEST icon

Jim Simons’s Westrock Coffee WEST Stock Holding History

Jim Simons’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
2026
Q1 		$179K Sell
42,000
-23,675
-36% -$106K ﹤0.01% 2935
2025
Q4 		$267K Sell
65,675
-42,250
-39% -$185K ﹤0.01% 2803
2025
Q3 		$525K Buy
+107,925
New +$649K ﹤0.01% 2767

Other funds holding WEST

HC
HF Capital Knoxville, Tennessee $297M 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jim Simons's WEST Position: Q1 2026 in Review

Jim Simons reduced its Westrock Coffee (WEST) stake by 36% in Q1 2026, selling an estimated $106K and leaving 42,000 shares worth $179K. The position accounts for ﹤0.01% of the portfolio, ranked #2935.

Jim Simons first reported a position in WEST in Q3 2025 and has held it in 3 quarters since. The position peaked at $525K in Q3 2025. 130 funds tracked by Wall St. Rank hold WEST as of Q1 2026.

  • Jim Simons held 42,000 shares of Westrock Coffee worth $179K as of Q1 2026.
  • Jim Simons sold 23,675 Westrock Coffee shares in Q1 2026, an estimated $106K.
  • Westrock Coffee made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2935 holding.
  • Jim Simons first reported a position in Westrock Coffee in Q3 2025 and has held it in 3 quarters since.
  • Jim Simons's Westrock Coffee position peaked at $525K in Q3 2025.
  • 130 funds tracked by Wall St. Rank held Westrock Coffee as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.