Fund HoldingsMAGNOLIA GROUP, LLC

Total Portfolio Value
$620.97M
Total Bought
$69.42M
Total Sold
$66.54M
Net Transaction
+$2.89M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
ALLIANCE RESOURCE PARTNERS L(ARLP)2,849,5783,033,451+183,87352,68968,34411.01%+15,655
BRITISH AMERN TOB PLC(BTI)0416,452+416,452013,0812.11%+13,081
COMPASS MINERALS INTL INC(CMP)0412,830+412,830011,5391.86%+11,539
ALLY FINL INC(ALLY)1,984,1222,044,122+60,00053,59154,5378.78%+946
NICHOLAS FINL INC BC2,426,0672,426,067012,13011,5971.87%-534
WHEELER REAL ESTATE INVT TR327,662327,66204,0963,4400.55%-655
PURE CYCLE CORP1,393,4601,377,364-16,09615,32813,2232.13%-2,105
FRONTIER COMMUNICATIONS PARE4,375,9314,440,931+65,00081,56769,50111.19%-12,067
NELNET INC(NNI)1,900,0001,900,0000183,312169,70827.33%-13,604
AMERICAS CAR-MART INC725,884631,051-94,83372,42957,4199.25%-15,009
CONSOL ENERGY INC NEW221,5000-221,50015,0200-15,020
BOSTON OMAHA CORP5,682,4295,589,253-93,176106,94391,60814.75%-15,335
RE MAX HLDGS INC2,601,5822,625,107+23,52550,10633,9695.47%-16,138
ASBURY AUTOMOTIVE GROUP INC175,000100,000-75,00042,07423,0073.71%-19,066
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