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Marathon Capital Management’s Westrock Coffee WEST Stock Holding History

Marathon Capital Management’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
Q1 		– Sell
-58,125
Closed -$373K – 165
2024
Q4 		$373K Sell
58,125
-600
-1% -$4.12K 0.09% 109
2024
Q3 		$382K Hold
58,725
– – 0.09% 106
2024
Q2 		$601K Sell
58,725
-1,100
-2% -$11.3K 0.15% 80
2024
Q1 		$618K Buy
+59,825
New +$604K 0.15% 84

Other funds holding WEST

SG
Stephens Group Little Rock, Arkansas $206M AUM 46.76% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 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
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return

Marathon Capital Management's WEST Position: Q1 2025 in Review

Marathon Capital Management sold out of Westrock Coffee (WEST) in Q1 2025, closing a stake of 58,125 shares — an estimated $373K sold.

Marathon Capital Management first reported a position in WEST in Q1 2024 and held it in 4 quarters. The position peaked at $618K in Q1 2024. 117 funds tracked by Wall St. Rank hold WEST as of Q1 2025.

  • Marathon Capital Management reported no remaining Westrock Coffee position as of Q1 2025 after selling out during the quarter.
  • Marathon Capital Management sold 58,125 Westrock Coffee shares in Q1 2025, an estimated $373K.
  • Marathon Capital Management first reported a position in Westrock Coffee in Q1 2024 and held it in 4 quarters.
  • Marathon Capital Management's Westrock Coffee position peaked at $618K in Q1 2024.
  • 117 funds tracked by Wall St. Rank held Westrock Coffee as of Q1 2025.

Based on Marathon Capital Management's 13F filing for Q1 2025, filed 15 May 2025.