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MAGNOLIA GROUP, LLC 13F Holdings
Holdings from the most recent 13F from MAGNOLIA GROUP, LLC
Filed: 2022-02-02 (Q4 2021) | Holdings: 11 | Value: $700.4M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| BOC - BOSTON OMAHA CORP | Reduce 1% $(2.7M) | 28.67% | $200.8M | -50.71% | -12.19% | +4.51% | |
| NNI - NELNET INC | 26.50% | $185.6M | +62.78% | -4.01% | +13.78% | ||
| FYBR - FRONTIER COMMUNICATIONS PARE | Reduce 10% $(12.9M) | 16.02% | $112.2M | -2.86% | +13.80% | ||
| ARLP - ALLIANCE RESOURCE PARTNERS L | Reduce 8% $(5.2M) | 8.94% | $62.6M | +200.62% | +38.29% | +74.70% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | New Purchase | 4.92% | $34.5M | +50.37% | -0.11% | -3.39% | |
| NICK - NICHOLAS FINL INC BC | 4.02% | $28.1M | -60.45% | -8.09% | -37.09% | ||
| ALLY - ALLY FINL INC | New Purchase | 4.01% | $28.1M | -1.11% | -14.78% | -26.20% | |
| WFC - WELLS FARGO CO NEW | Reduce 86% $(156.8M) | 3.79% | $26.6M | +71.83% | -20.92% | -12.63% | |
| BSM - BLACK STONE MINERALS L P | Reduce 15% $(1.5M) | 1.20% | $8.4M | +78.03% | +30.95% | +44.97% | |
| NC - NACCO INDS INC | 1.17% | $8.2M | +84.05% | +51.63% | +27.90% | ||
| ABG - ASBURY AUTOMOTIVE GROUP INC | New Purchase | 0.77% | $5.4M | +21.31% | +14.81% | +43.36% | |
| DISCK - DISCOVERY INC | Reduce 100% | 0.00% | $0.00 | ||||
| DFH - DREAM FINDERS HOMES INC | Reduce 100% | 0.00% | $0.00 | ||||
| FRPH - FRP HLDGS INC | Reduce 100% | 0.00% | $0.00 | ||||