10,000+ stock pitches from top investors available on joinyellowbrick.com
MAGNOLIA GROUP, LLC 13F Holdings
Holdings from the most recent 13F from MAGNOLIA GROUP, LLC
Filed: 2025-10-29 (Q3 2025) | Holdings: 11 | Value: $630.8M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| NNI - NELNET INC | 33.17% | $209.3M | +4.51% | +3.22% | |||
| BOC - BOSTON OMAHA CORP | 11.59% | $73.1M | -3.64% | -5.50% | |||
| ABG - ASBURY AUTOMOTIVE GROUP INC | Add 19% ($10.9M) | 10.95% | $69.1M | ||||
| ARLP - ALLIANCE RESOURCE PARTNERS L | 10.38% | $65.5M | +12.80% | -0.71% | |||
| CNR - CORE NATURAL RESOURCES INC | Add 2% ($1.5M) | 9.69% | $61.1M | ||||
| CCOI - COGENT COMMUNICATIONS HLDGS | Add 16% ($6.9M) | 7.74% | $48.8M | -49.64% | -42.81% | ||
| CRMT - AMERICAS CAR-MART INC | Reduce 12% $(4.9M) | 5.84% | $36.8M | -51.11% | +14.06% | ||
| RMAX - RE MAX HLDGS INC | Reduce 12% $(3.6M) | 4.29% | $27.0M | -29.72% | -5.24% | ||
| PCYO - PURE CYCLE CORP | 3.66% | $23.1M | +3.59% | +6.63% | |||
| OMCC - OLD MKT CAP CORP | 2.05% | $13.0M | -18.69% | -33.41% | |||
| HTLD - HEARTLAND EXPRESS INC | New Purchase | 0.64% | $4.1M | +43.85% | +31.32% | ||