Lee, Danner & Bass’s Westrock Coffee WEST Stock Holding History

Lee, Danner & Bass’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 Q2	$2.3M	Hold	283,000	–	–	0.13%	116
2026 Q1	$1.2M	Buy	+283,000	New	+$1.26M	0.08%	143

Other funds holding WEST

Stephens Group Little Rock, Arkansas $206M AUM 46.76% 1-Year Est. Return

Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return

Agman Capital Omaha, Nebraska $159M AUM

Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Horrell Capital Management Little Rock, Arkansas $219M AUM 21.7% 1-Year Est. Return

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

Lee, Danner & Bass's WEST Position: Q2 2026 in Review

Lee, Danner & Bass held its Westrock Coffee (WEST) position steady in Q2 2026 at 283,000 shares worth $2.3M. The position accounts for 0.13% of the portfolio, ranked #116.

Lee, Danner & Bass first reported a position in WEST in Q1 2026 and has held it in 2 quarters since. 35 funds tracked by Wall St. Rank hold WEST as of Q2 2026.

Lee, Danner & Bass held 283,000 shares of Westrock Coffee worth $2.3M as of Q2 2026.
Lee, Danner & Bass left its Westrock Coffee share count unchanged in Q2 2026.
Westrock Coffee made up 0.13% of Lee, Danner & Bass's portfolio in Q2 2026, its #116 holding.
Lee, Danner & Bass first reported a position in Westrock Coffee in Q1 2026 and has held it in 2 quarters since.
35 funds tracked by Wall St. Rank held Westrock Coffee as of Q2 2026.

Based on Lee, Danner & Bass's 13F filing for Q2 2026, filed 21 Jul 2026.