Magnolia Group, LLC
Annual return '25
+17.6%
SPY '25
+17.7%
Alpha
-0.1ptsvs SPY
Invested
$537.5M
Holdings
12
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NNI
NELNET INC
Q1 2026: Exited (was 1.67M shares)
40.0%
02
$BOC
BOSTON OMAHA CORP
Q1 2026: Exited (was 5.59M shares)
12.1%
03
$CNR
CORE NATURAL RESOURCES INC
Q1 2026: Exited (was 669.5k shares)
11.7%
04
$ABG
ASBURY AUTOMOTIVE GROUP INC
Q1 2026: Exited (was 279.3k shares)
10.5%
05
$ARLP
ALLIANCE RESOURCE PARTNERS L
Q1 2026: Exited (was 2.58M shares)
7.3%
06
$CCOI
COGENT COMM HOLDINGS INC
Q1 2026: Exited (was 1.25M shares)
4.5%
07
$PCYO
PURE CYCLE CORP
Q1 2026: Exited (was 2.01M shares)
3.6%
08
$CRMT
AMERICAS CAR-MART INC
Q1 2026: Exited (was 1.26M shares)
3.0%
09
$RMAX
RE/MAX HLDGS INC
Q1 2026: Exited (was 2.87M shares)
2.9%
10
$OMCC
OLD MKT CAP CORP
Q1 2026: Exited (was 2.52M shares)
2.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:44 UTC.