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MAGNOLIA GROUP, LLC 13F Holdings
Holdings from the most recent 13F from MAGNOLIA GROUP, LLC
Filed: 2025-07-29 (Q2 2025) | Holdings: 10 | Value: $650.5M | 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 |
| NNI - NELNET INC | Reduce 12% $(28.0M) | 31.08% | $202.1M | +6.18% | +1.78% | ||
| CRMT - AMERICAS CAR-MART INC | Reduce 10% $(8.6M) | 12.30% | $80.0M | -77.31% | -54.81% | ||
| BOC - BOSTON OMAHA CORP | 12.06% | $78.5M | -7.98% | -5.62% | |||
| ARLP - ALLIANCE RESOURCE PARTNERS L | Reduce 21% $(17.7M) | 10.42% | $67.8M | +6.39% | -7.03% | ||
| ABG - ASBURY AUTOMOTIVE GROUP INC | Add 6% ($3.2M) | 8.73% | $56.8M | ||||
| CCOI - COGENT COMMUNICATIONS HLDGS | New Purchase | 8.10% | $52.7M | -53.16% | -12.09% | ||
| CNR - CORE NATURAL RESOURCES INC | Add 141% ($29.1M) | 7.66% | $49.8M | ||||
| RMAX - RE MAX HLDGS INC | 4.08% | $26.6M | -27.88% | +3.38% | |||
| PCYO - PURE CYCLE CORP | 3.43% | $22.3M | +12.50% | +10.10% | |||
| OMCC - OLD MKT CAP CORP | 2.13% | $13.8M | -25.13% | -6.20% | |||