Institutions / Magnolia Group, LLC

Magnolia Group, LLC

CIK 1618376 · Institution · as of Dec 31, 2025

Portfolio value

$606.51M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
Nelnet, Inc.	—	$221.91M	1,668,976	36.6%
Boston Omaha CorporationBOC	Common Stock	$69.14M	5,589,253	11.4%
Asbury Automotive Group Inc	—	$64.94M	279,273	10.7%
Alliance Resource Partners LPARLP	MLP	$59.97M	2,581,697	9.9%
Core Natural Resources, Inc.	—	$59.26M	669,500	9.8%
Americas Carmart Inc	—	$31.85M	1,260,690	5.3%
Cogent Communications Holdings, Inc.	—	$26.87M	1,246,337	4.4%
Pure Cycle CorpPCYO	Common Stock	$22.12M	2,013,106	3.6%
RE/MAX Holdings, Inc.	—	$21.76M	2,867,198	3.6%
Old Market Capital CorpOMCC	Common Stock	$13.03M	2,515,902	2.1%
Lamb Weston Holdings, Inc.	—	$8.90M	212,500	1.5%
Lennar Corp	—	$6.76M	71,031	1.1%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.