WEST

Westrock Coffee Co

+$7.5M

Net Activity

Institutions Holding

129

Popularity Rank

#3899

Avg Weight

0.45%

Total Value

$204.2M

Ownership Trend

129 institutions currently hold WEST, with 53 net buyers and 60 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

60

Net Buying Institutions

53

Key Holders

View all 129 holding institutions

Quarterly Activity

Recent Activity

+$49.6M

Total Buy Value

$50.7M

Total Sell Value

New buy11
Trim47
Add42
Sold out13

53

Net Buyers

60

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

1

Filings (14d)

Data as of 2026-06-30
2026-06-30

Westrock Coffee amended its credit agreement to extend the maturity of approximately $361 million in loans from August 2027 to November 2028. About $26 million in loans will still mature in 2027. The amendment also restricts certain payments, such as dividends, to when the secured net leverage ratio is no higher than 3.75x and liquidity is at least $25 million, on a pro forma basis. Texas Capital Bank joined as a new lender.

View Full Filing (SEC EDGAR)

View all Form 8-K filings

FAQ

Who are the top institutional investors holding WESTROCK COFFEE CO (WEST)?
Major stakeholders currently include HF Capital, LLC ($54.2M), Stephens Group, LLC ($34.5M), Silverleafe Capital Partners, LLC ($20.0M). Based on the latest 13F filings, there are a total of 129 tracked investment funds and institutions maintaining positions in WEST.
What is the overall institutional sentiment toward WEST recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $7.5M, driven by 53 managers accumulating shares while 60 reduced their exposure.
Which institutions have been selling or reducing their WEST positions?
In the latest period, 47 funds trimmed their holdings, and 13 managers completely exited their positions. The aggregate reported sell value was $50.7M.
Are there any notable investors adding WEST to their portfolios?
Yes, buying activity remains notable. 11 institutions opened new positions in {ticker}, and 42 existing holders added to their shares. The total reported buy value for the quarter amounted to $49.6M.

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