SCHEDULE: Sowell Entities Report 6.5% Stake in Westrock Coffee
Beneficial Ownership Report
James E. Sowell and affiliated entities have reported a 6.5% beneficial ownership stake in Westrock Coffee Company, holding over 6.1 million shares.
Summary
- James E. Sowell, Sowell Westrock GP, LLC, and Sowell Westrock, LP are the reporting persons in this Schedule 13G Amendment No. 2.
- The reporting persons collectively beneficially own 6,168,066 shares of Westrock Coffee Company's Common Stock.
- This ownership represents 6.5% of the total outstanding Common Stock.
- The percentage is calculated based on 94,641,176 shares of Common Stock outstanding as of May 2, 2025, as reported in Westrock Coffee Company's Quarterly Report on Form 10-Q for the period ended March 31, 2025.
- Sowell Westrock, LP is the direct holder of the shares, with Sowell Westrock GP, LLC serving as its general partner, and James E. Sowell as the sole member and manager of Sowell Westrock GP, LLC, thereby exercising voting and investment control.
Sentiment
Score: 5
Explanation: This is a routine beneficial ownership filing (Schedule 13G Amendment No. 2) indicating a significant, but not new, stake. It provides no operational or financial performance data to assess positive or negative sentiment.
Positives
- A significant investor, James E. Sowell and his affiliated entities, maintain a substantial 6.5% beneficial ownership stake in Westrock Coffee Company, indicating continued confidence.
Negatives
- NA
Risks
- NA
Future Outlook
NA
Management Comments
- NA
Industry Context
NA
Comparison to Industry Standards
- NA
Management Changes
| Role | Previous Person | New Person | Effective Date | Reason |
|---|---|---|---|---|
| NA | NA | NA | NA | NA |
Corporate Governance
| Change Type | Description | Effective Date | Impact Assessment |
|---|---|---|---|
| NA | NA | NA | NA |
Legal Proceedings
- NA
Related Party Transactions
- NA
Stakeholder Impact
- Shareholders: Provides transparency regarding a significant beneficial owner's stake in the company.
Next Steps
- NA
Key Dates
| Date | Description |
|---|---|
| 05/02/2025 | Date of shares outstanding calculation from Issuer's Form 10-Q. |
| 06/30/2025 | Date of event requiring filing of this statement. |
| 08/07/2025 | Filing date of the Schedule 13G Amendment No. 2. |
Keywords
Westrock Coffee Company, Beneficial Ownership, Schedule 13G, James E. Sowell, Sowell Westrock, Common Stock, Institutional Investor
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