MAGNOLIA GROUP, LLC 13F Holdings

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

Filed: 2021-07-22 (Q2 2021) | Holdings: 10 | Value: $804.5M | 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
Reduce 20% $(65.6M)
31.74%
$255.4M
-61.03%
+12.39%
-25.73%
WFC - WELLS FARGO CO NEW
Reduce 15% $(28.3M)
19.35%
$155.6M
+115.46%
+12.73%
-1.78%
NNI - NELNET INC
Add 5% ($6.7M)
16.96%
$136.5M
+90.74%
+14.36%
+27.56%
FYBR - FRONTIER COMMUNICATIONS PARE
New Purchase
11.92%
$95.9M
+5.71%
-15.44%
DFH - DREAM FINDERS HOMES INC
6.07%
$48.9M
-31.30%
-21.22%
-37.73%
ARLP - ALLIANCE RESOURCE PARTNERS L
Add 5% ($2.0M)
4.81%
$38.7M
+485.17%
+69.56%
+213.81%
DISCK - DISCOVERY INC
New Purchase
4.66%
$37.5M
-9.93%
NICK - NICHOLAS FINL INC BC
Add 4% ($988.5K)
3.03%
$24.4M
-59.74%
+8.91%
-11.61%
BSM - BLACK STONE MINERALS L P
New Purchase
0.83%
$6.7M
+116.32%
+20.79%
+54.91%
NC - NACCO INDS INC
New Purchase
0.63%
$5.1M
+131.49%
+30.03%
+56.98%
ALLY - ALLY FINL INC
Reduce 100%
0.00%
$0.00
ARCH - ARCH RESOURCES INC
Reduce 100%
0.00%
$0.00
SPGS.U - SIMON PROPERTY GRP ACQ HOLDI
Reduce 100%
0.00%
$0.00