MAGNOLIA GROUP, LLC 13F Holdings

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

Filed: 2023-08-08 (Q2 2023) | Holdings: 12 | Value: $689.3M | 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
26.59%
$183.3M
+40.72%
-9.85%
+11.09%
BOC - BOSTON OMAHA CORP
15.52%
$106.9M
-32.70%
-22.76%
-28.38%
FYBR - FRONTIER COMMUNICATIONS PARE
Add 10% ($7.2M)
11.83%
$81.6M
+6.12%
+54.44%
CRMT - AMERICAS CAR-MART INC
10.51%
$72.4M
-90.28%
-34.95%
-48.10%
ALLY - ALLY FINL INC
Add 16% ($7.6M)
7.77%
$53.6M
+55.08%
-11.55%
+42.89%
ARLP - ALLIANCE RESOURCE PARTNERS L
Add 6% ($2.9M)
7.64%
$52.7M
+75.71%
+11.25%
+30.70%
RMAX - RE MAX HLDGS INC
Add 2% ($881.0K)
7.27%
$50.1M
-70.41%
-53.23%
-51.39%
ABG - ASBURY AUTOMOTIVE GROUP INC
Reduce 10% $(4.7M)
6.10%
$42.1M
-6.87%
-10.11%
+5.89%
PCYO - PURE CYCLE CORP
Add 76% ($6.6M)
2.22%
$15.3M
-7.18%
-19.72%
-17.66%
CEIX - CONSOL ENERGY INC NEW
Add 23% ($2.8M)
2.18%
$15.0M
+13.38%
+16.62%
+20.10%
NICK - NICHOLAS FINL INC BC
1.76%
$12.1M
-7.41%
-4.64%
+31.55%
WHLRD - WHEELER REAL ESTATE INVT TR
0.59%
$4.1M
+214.66%
+20.69%
+63.10%
HTZWW - HERTZ GLOBAL HLDGS INC
Reduce 100%
0.00%
$0.00