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Magnolia Group, LLC

SEC CIK
0001618376
Latest filing
Aug 12, 2026

Holdings in Q2 2024

Holdings as of Jun 30, 2024, filed Aug 6, 2024. Long positions only; changes compare share counts with Q1 2024.

Institution overview
Positions
10
−1 vs. Q1 2024
Portfolio value
$658.6M
−$5.28M (−0.8%) vs. Q1 2024
Filed
Aug 6, 2024
SEC
Holdings of Magnolia Group, LLC in Q2 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
NNINelnet IncCL A1,900,000$191.6M29.1%00.0%UnchangedHistory
FYBRFrontier Communications Parent, Inc.COM4,398,931$115.2M17.5%−78,000−1.7%ReducedHistory
ARLPAlliance Resource Partners LPStock3,443,871$84.2M12.8%00.0%UnchangedHistory
BOCBoston Omaha CorpStock5,589,253$75.2M11.4%00.0%UnchangedHistory
ALLYAlly Financial Inc.Stock1,512,025$60.0M9.1%−312,975−17.1%ReducedHistory
CRMTAmericas Carmart IncCOM768,410$46.3M7.0%+48,460+6.7%AddedHistory
RMAXRE/MAX Holdings, Inc.CL A3,124,152$25.3M3.8%+86,309+2.8%AddedHistory
ABGAsbury Automotive Group IncCOM110,000$25.1M3.8%+8,000+7.8%AddedHistory
PCYOPure Cycle CorpCOM NEW2,071,911$19.8M3.0%+135,985+7.0%AddedHistory
OMCCOld Market Capital CorpCOM NEW2,426,067$15.9M2.4%00.0%UnchangedHistory

Sold out since Q1 2024 (1)

Positions held at the end of Q1 2024 that are gone from this filing.

Positions of Magnolia Group, LLC sold out since Q1 2024
SecurityClassShares in Q1 2024Value in Q1 2024% of portfolio in Q1 2024History
CMPCompass Minerals International IncStock849,490$13.4M2.0%History