MAGNOLIA GROUP, LLC 13F Holdings

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

Filed: 2023-01-19 (Q4 2022) | Holdings: 11 | Value: $733.1M | 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
NNI - NELNET INC
23.52%
$172.4M
+50.51%
+3.59%
-3.75%
BOC - BOSTON OMAHA CORP
20.54%
$150.6M
-53.67%
-20.77%
-41.05%
FYBR - FRONTIER COMMUNICATIONS PARE
Add 1% ($1.4M)
14.40%
$105.6M
-27.40%
-16.20%
ALLY - ALLY FINL INC
Add 9% ($7.1M)
11.36%
$83.3M
+63.22%
-7.56%
+31.72%
ARLP - ALLIANCE RESOURCE PARTNERS L
Reduce 10% $(6.3M)
7.46%
$54.7M
+85.96%
+4.31%
+22.32%
CRMT - AMERICAS CAR-MART INC
Add 25% ($10.3M)
7.15%
$52.4M
-85.45%
+6.53%
-14.35%
RMAX - RE MAX HLDGS INC
Add 8% ($3.3M)
6.03%
$44.2M
-70.99%
-5.87%
-44.96%
ABG - ASBURY AUTOMOTIVE GROUP INC
Add 32% ($10.0M)
5.68%
$41.7M
+10.83%
+10.38%
+11.83%
NICK - NICHOLAS FINL INC BC
2.07%
$15.2M
-28.22%
-17.49%
+14.03%
HTZWW - HERTZ GLOBAL HLDGS INC
New Purchase
1.20%
$8.8M
WHLRD - WHEELER REAL ESTATE INVT TR
0.57%
$4.2M
+177.57%
-7.76%
+4.94%
UHAL - AMERCO
Reduce 100%
0.00%
$0.00