Holders — by stockHoldings — by fund
MAGNOLIA GROUP, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1618376
$476.3M
disclosed book value
16
positions
35.5%
largest position share
Positions, as of 2026-06-30
top 16 of 16 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | NNINELNET INC | 1.3M | $169.3M | 35.5% |
| 2 | BOCBOSTON OMAHA CORP | 5.6M | $76.2M | 16% |
| 3 | ABGASBURY AUTOMOTIVE GROUP INC | 260,658 | $52.4M | 11% |
| 4 | CNRCORE NATURAL RESOURCES INC | 467,524 | $37.4M | 7.9% |
| 5 | ARLPALLIANCE RESOURCE PARTNERS L | 1.3M | $30.3M | 6.4% |
| 6 | SGOVISHARES TR | 195,000 | $19.6M | 4.1% |
| 7 | PCYOPURE CYCLE CORP | 1.8M | $19.2M | 4% |
| 8 | CCOICOGENT COMM HOLDINGS INC | 979,686 | $13.6M | 2.9% |
| 9 | SPGIS&P GLOBAL INC | 32,550 | $13.3M | 2.8% |
| 10 | LEN/BLENNAR CORP | 143,409 | $12.7M | 2.7% |
| 11 | BRK/BBERKSHIRE HATHAWAY INC DEL | 19,500 | $9.8M | 2% |
| 12 | NVRNVR INC | 1,130 | $7.7M | 1.6% |
| 13 | MKLMARKEL GROUP INC | 2,100 | $4.1M | 0.9% |
| 14 | HOMBHOME BANCSHARES INC | 135,500 | $3.9M | 0.8% |
| 15 | NRPNATURAL RESOURCE PARTNERS LP | 37,750 | $3.7M | 0.8% |
| 16 | CRMTAMERICAS CAR-MART INC | 1.1M | $3.1M | 0.7% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.