MAGNOLIA GROUP, LLC 13F Holdings

Holdings from the most recent 13F from MAGNOLIA GROUP, LLC

Filed: 2021-02-04 (Q4 2020) | Holdings: 9 | Value: $953.1M | Filing Link

PREMIUM

Author Returns

Returns are calculated from when the filing is published and are weighted by the size of the holding.

Filing Returns

Returns are calculated from when the filing is published and are weighted by the size of the holding.

Holding Returns
StockPut/Call
Change
Holding Pct
Value
Current Return
3M Return
1Y Return
BOC - BOSTON OMAHA CORP
29.37%
$279.9M
-67.95%
-29.11%
-34.13%
ALLY - ALLY FINL INC
Reduce 7% $(16.2M)
23.61%
$225.0M
+17.03%
+25.35%
+16.70%
WFC - WELLS FARGO CO NEW
Add 1% ($1.9M)
21.85%
$208.2M
+195.10%
+39.21%
+76.33%
NNI - NELNET INC
Add 3% ($3.7M)
12.17%
$116.0M
+94.25%
+3.10%
+16.48%
HP - HELMERICH & PAYNE INC
Reduce 2% $(1.2M)
4.74%
$45.2M
+66.39%
+7.25%
+26.64%
DIS - DISNEY WALT CO
Reduce 31% $(16.3M)
3.83%
$36.5M
-43.01%
-0.11%
-21.57%
ARLP - ALLIANCE RESOURCE PARTNERS L
2.39%
$22.8M
+587.66%
-6.18%
+127.98%
NICK - NICHOLAS FINL INC BC
1.82%
$17.4M
-57.56%
+0.49%
+8.29%
ARCH - ARCH RESOURCES INC
New Purchase
0.22%
$2.1M
+1.27%
+109.05%
AX - AXOS FINANCIAL INC
Reduce 100%
0.00%
$0.00