10,000+ stock pitches from top investors available on joinyellowbrick.com
MAGNOLIA GROUP, LLC 13F Holdings
Holdings from the most recent 13F from MAGNOLIA GROUP, LLC
Filed: 2021-11-08 (Q3 2021) | Holdings: 11 | Value: $879.1M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| BOC - BOSTON OMAHA CORP | Reduce 12% $(37.6M) | 31.24% | $274.7M | -65.17% | -25.90% | -29.23% | |
| WFC - WELLS FARGO CO NEW | Add 11% ($17.9M) | 20.17% | $177.4M | +90.87% | +17.49% | -6.82% | |
| NNI - NELNET INC | Add 5% ($6.8M) | 17.13% | $150.6M | +66.57% | -2.82% | +12.09% | |
| FYBR - FRONTIER COMMUNICATIONS PARE | Add 17% ($17.0M) | 13.44% | $118.2M | -9.40% | -30.77% | ||
| ARLP - ALLIANCE RESOURCE PARTNERS L | 6.63% | $58.3M | +257.47% | +15.79% | +100.28% | ||
| DISCK - DISCOVERY INC | Add 29% ($9.2M) | 4.62% | $40.6M | +17.01% | |||
| NICK - NICHOLAS FINL INC BC | Add 9% ($2.5M) | 3.33% | $29.2M | -63.75% | -4.17% | -45.67% | |
| BSM - BLACK STONE MINERALS L P | Add 53% ($4.0M) | 1.31% | $11.5M | +79.82% | -0.08% | +63.08% | |
| DFH - DREAM FINDERS HOMES INC | Reduce 70% $(24.3M) | 1.18% | $10.4M | -14.36% | +10.05% | -40.04% | |
| NC - NACCO INDS INC | Add 16% ($921.8K) | 0.76% | $6.7M | +71.39% | -5.69% | +40.59% | |
| FRPH - FRP HLDGS INC | New Purchase | 0.18% | $1.6M | -28.21% | -11.22% | -10.88% | |