Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
MAGNOLIA GROUP, LLC (CIK 1618376) reported $537.5M across 12 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NNI ($215.2M, 40.04%), BOC ($65.3M, 12.15%), CNR ($63.1M, 11.74%), ABG ($56.3M, 10.47%), ARLP ($39.0M, 7.26%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NNI | NELNET INC | $215.2M | 40.04% | 1.7M | Hold |
| 2 | BOC | BOSTON OMAHA CORP | $65.3M | 12.15% | 5.6M | Hold |
| 3 | CNR | CORE NATURAL RESOURCES INC | $63.1M | 11.74% | 602,500 | Trimmed |
| 4 | ABG | ASBURY AUTOMOTIVE GROUP INC | $56.3M | 10.47% | 288,004 | Added |
| 5 | ARLP | ALLIANCE RESOURCE PARTNERS L | $39.0M | 7.26% | 1.4M | Trimmed |
| 6 | CCOI | COGENT COMM HOLDINGS INC | $24.3M | 4.52% | 1.3M | Added |
| 7 | PCYO | PURE CYCLE CORP | $19.3M | 3.58% | 1.9M | Trimmed |
| 8 | CRMT | AMERICAS CAR-MART INC | $16.0M | 2.99% | 1.3M | Hold |
| 9 | RMAX | RE/MAX HLDGS INC | $15.4M | 2.86% | 2.7M | Trimmed |
| 10 | OMCC | OLD MKT CAP CORP | $11.2M | 2.09% | 2.5M | Hold |
| 11 | LEN/B | LENNAR CORP | $9.1M | 1.70% | 108,750 | Added |
| 12 | NVR | NVR INC | $3.2M | 0.60% | 490 | New |
| 13 | LW | LAMB WESTON HLDGS INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31