MAGNOLIA GROUP, LLC 13F Holdings

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

Filed: 2021-04-21 (Q1 2021) | Holdings: 9 | Value: $768.8M | 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
38.92%
$299.3M
-53.75%
+17.68%
-14.71%
WFC - WELLS FARGO CO NEW
Reduce 41% $(110.9M)
20.64%
$158.7M
+125.11%
+4.32%
+8.72%
NNI - NELNET INC
Add 6% ($7.1M)
16.33%
$125.5M
+87.35%
-2.20%
+13.44%
ALLY - ALLY FINL INC
Reduce 73% $(207.2M)
10.15%
$78.1M
+2.27%
+8.50%
-11.97%
DFH - DREAM FINDERS HOMES INC
New Purchase
6.26%
$48.1M
-38.21%
-10.36%
-26.64%
ARLP - ALLIANCE RESOURCE PARTNERS L
3.84%
$29.5M
+588.76%
+17.38%
+163.94%
NICK - NICHOLAS FINL INC BC
Add 1% ($165.4K)
2.87%
$22.1M
-58.37%
+4.31%
-3.16%
ARCH - ARCH RESOURCES INC
Add 228% ($4.5M)
0.84%
$6.4M
+22.74%
+172.44%
SPGS.U - SIMON PROPERTY GRP ACQ HOLDI
New Purchase
0.15%
$1.2M
+0.69%
-2.37%
DIS - DISNEY WALT CO
Reduce 100%
0.00%
$0.00
-35.73%
-4.93%
-35.80%
HP - HELMERICH & PAYNE INC
Reduce 100%
0.00%
$0.00