MAGNOLIA GROUP, LLC 13F Holdings

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

Filed: 2023-05-05 (Q1 2023) | Holdings: 13 | Value: $691.4M | 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
25.25%
$174.6M
+46.66%
+7.27%
+5.26%
BOC - BOSTON OMAHA CORP
19.45%
$134.5M
-38.73%
-6.50%
-23.33%
FYBR - FRONTIER COMMUNICATIONS PARE
Reduce 4% $(3.5M)
13.14%
$90.8M
-10.02%
+33.72%
CRMT - AMERICAS CAR-MART INC
8.31%
$57.5M
-86.68%
+38.66%
-25.71%
ARLP - ALLIANCE RESOURCE PARTNERS L
7.85%
$54.3M
+78.29%
+0.28%
+29.87%
RMAX - RE MAX HLDGS INC
Add 8% ($3.5M)
6.94%
$47.9M
-69.10%
+6.27%
-58.98%
ALLY - ALLY FINL INC
Reduce 50% $(43.4M)
6.28%
$43.4M
+80.54%
+16.06%
+62.60%
ABG - ASBURY AUTOMOTIVE GROUP INC
Reduce 16% $(8.0M)
5.91%
$40.8M
+3.90%
+13.98%
+11.92%
NICK - NICHOLAS FINL INC BC
2.16%
$14.9M
-7.45%
+3.83%
+41.06%
CEIX - CONSOL ENERGY INC NEW
New Purchase
1.52%
$10.5M
+45.25%
+16.77%
+33.68%
HTZWW - HERTZ GLOBAL HLDGS INC
1.52%
$10.5M
PCYO - PURE CYCLE CORP
New Purchase
1.08%
$7.5M
+19.55%
+30.18%
+5.31%
WHLRD - WHEELER REAL ESTATE INVT TR
0.60%
$4.1M
+201.19%
-0.98%
+38.22%