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MAGNOLIA GROUP, LLC 13F Holdings
Holdings from the most recent 13F from MAGNOLIA GROUP, LLC
Filed: 2026-02-03 (Q4 2025) | Holdings: 12 | Value: $606.5M | 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 | 36.59% | $221.9M | +0.50% | ||||
| BOC - BOSTON OMAHA CORP | 11.40% | $69.1M | -2.73% | ||||
| ABG - ASBURY AUTOMOTIVE GROUP INC | Reduce 1% $(779.0K) | 10.71% | $64.9M | ||||
| ARLP - ALLIANCE RESOURCE PARTNERS L | 9.89% | $60.0M | +7.77% | ||||
| CNR - CORE NATURAL RESOURCES INC | Reduce 9% $(5.5M) | 9.77% | $59.3M | ||||
| CRMT - AMERICAS CAR-MART INC | 5.25% | $31.8M | -56.44% | ||||
| CCOI - COGENT COMMUNICATIONS HLDGS | Reduce 2% $(560.6K) | 4.43% | $26.9M | -11.98% | |||
| PCYO - PURE CYCLE CORP | Reduce 3% $(772.6K) | 3.65% | $22.1M | -2.77% | |||
| RMAX - RE MAX HLDGS INC | 3.59% | $21.8M | -20.30% | ||||
| OMCC - OLD MKT CAP CORP | 2.15% | $13.0M | +12.99% | ||||
| LW - LAMB WESTON HLDGS INC | New Purchase | 1.47% | $8.9M | -9.08% | |||
| LEN.B - LENNAR CORP | New Purchase | 1.11% | $6.8M | -16.77% | |||
| HTLD - HEARTLAND EXPRESS INC | Reduce 100% | 0.00% | $0.00 | ||||