account_balance
Investment manager · 13F filer · SEC CIK 1618376
Magnolia Group, LLC
Reported value$306Mas of Sep 30, 2026
Positions25 9 new, 0 sold out
Top 10 weight85.7%BOC alone is 24%
FiledNov 536 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
BOCBoston Omaha Corp
23.7%
NNINelnet Inc
17.0%Trimmed −67%
CNRCore Natural Resources Inc
7.9%Trimmed −40%
ABGAsbury Automotive Group Inc
7.8%Trimmed −47%
SGOViShares Tr
7.3%Added +13%
ARLPAlliance Resource Partners L
6.1%Trimmed −39%
SPGIS&P Global Inc
4.9%Added +17%
LENBLennar Corp
4.9%Added +30%
PCYOPure Cycle Corp
3.5%Trimmed −46%
MKLMarkel Group Inc
2.6%Added +118%
CCOI1.6%NRP1.6%BOCBoston Omaha Corp
23.7%
NNINelnet Inc
17.0%Trimmed −67%
CNR7.9%ABG7.8%SGOV7.3%ARLP6.1%SPGI4.9%LENB4.9%PCYO3.5%MKLCCOI1.6%NRP1.6%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
BOC Boston Omaha Corp 23.7% HeldNNI Nelnet Inc 17.0% Trimmed −67%CNR Core Natural Resources Inc 7.9% Trimmed −40%ABG Asbury Automotive Group Inc 7.8% Trimmed −47%SGOV iShares Tr 7.3% Added +13%ARLP Alliance Resource Partners L 6.1% Trimmed −39%SPGI S&P Global Inc 4.9% Added +17%LENB Lennar Corp 4.9% Added +30%PCYO Pure Cycle Corp 3.5% Trimmed −46%MKL Markel Group Inc 2.6% Added +118%CCOI Cogent Comm Holdings Inc 1.6% Trimmed −37%NRP Natural Resource Partners LP 1.6% Added +16%
What changed