Investor Details
| Filer Name: | MAGNOLIA GROUP, LLC |
|---|---|
| CIK: | 1618376 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-10 |
| Number of Holdings: | 10 |
| Portfolio Value: | $0.58B |
Magnolia Group, Llc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| NNI | US | NELNET INC-CL A | 1,900,000 | $203M | 34.81% | - | - |
| ARLP | US | ALLIANCE RESOURCE PARTNERS | 3,434,871 | $90M | 15.49% | - | - |
| CRMT | US | AMERICA'S CAR-MART INC | 1,582,363 | $81M | 13.91% | - | - |
| BOC | US | BOSTON OMAHA CORP-CL A | 5,589,253 | $79M | 13.60% | - | - |
| ABG | US | ASBURY AUTOMOTIVE GROUP | 149,123 | $36M | 6.22% | 2.1% | - |
| RMAX | US | RE/MAX HOLDINGS INC-CL A | 3,221,131 | $34M | 5.90% | 2.2% | - |
| PCYO | US | PURE CYCLE CORP | 2,083,408 | $26M | 4.53% | - | - |
| OMCC | US | OLD MARKET CAPITAL CORP | 2,515,902 | $16M | 2.77% | 3.7% | - |
| CNH | US | CNH INDUSTRIAL NV | 1,098,676 | $12M | 2.14% | 100.0% | - |
| BTI | US | BRITISH AMERICAN TOB-SP ADR | 102,000 | $4M | 0.64% | 100.0% | - |