MAGNOLIA GROUP, LLC 13F Holdings

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

Filed: 2024-05-07 (Q1 2024) | Holdings: 11 | Value: $663.9M | 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
27.09%
$179.8M
+42.01%
+12.47%
+12.29%
FYBR - FRONTIER COMMUNICATIONS PARE
16.52%
$109.7M
+9.35%
+42.94%
BOC - BOSTON OMAHA CORP
13.02%
$86.4M
-18.47%
-12.38%
+0.52%
ALLY - ALLY FINL INC
Reduce 14% $(12.0M)
11.16%
$74.1M
+13.28%
+4.04%
-11.55%
ARLP - ALLIANCE RESOURCE PARTNERS L
Add 7% ($4.6M)
10.40%
$69.0M
+40.51%
+4.52%
+27.82%
CRMT - AMERICAS CAR-MART INC
Add 14% ($5.7M)
6.93%
$46.0M
-81.55%
-0.80%
-17.00%
RMAX - RE MAX HLDGS INC
Add 2% ($473.6K)
4.01%
$26.6M
-27.15%
+9.34%
-0.63%
ABG - ASBURY AUTOMOTIVE GROUP INC
3.62%
$24.0M
-5.29%
+7.86%
+3.98%
PCYO - PURE CYCLE CORP
Add 10% ($1.6M)
2.77%
$18.4M
+14.45%
-0.10%
+6.21%
NICK - NICHOLAS FINL INC BC
2.47%
$16.4M
-32.97%
-4.70%
-19.11%
CMP - COMPASS MINERALS INTL INC
2.01%
$13.4M
+97.39%
-13.92%
+42.09%