Magnolia Group

Magnolia Group

Period

Q1 2026

Portfolio Date

Mar 31, 2026

Stocks Held

12

Market Value

$537.5M

Holdings Value Trend

Q2 2024

Q3 2024

Q4 2024

Q1 2025

Q2 2025

Q3 2025

Q4 2025

Q1 2026

Historical Positions

SymbolQ1 2026Q4 2025Q3 2025Q2 2025
NNI40.0%36.6%33.2%31.1%
BOC12.2%11.4%11.6%12.1%
CNR11.7%9.8%9.7%7.7%
ABG10.5%10.7%10.9%8.7%
ARLP7.3%9.9%10.4%10.4%
CCOI4.5%4.4%7.7%8.1%
PCYO3.6%3.6%3.7%3.4%
CRMT3.0%5.3%5.8%12.3%
RMAX2.9%3.6%4.3%4.1%
OMCC2.1%2.1%2.0%2.1%

Post-Filing Contributors

Price change since reported price, ranked by portfolio contribution

BOC+11.64%
ABG-2.70%

Post-Filing Detractors

Price change since reported price, ranked by portfolio contribution

CNR-17.31%
ARLP-12.12%
CCOI-22.45%
NNI+0.11%

Sector Analysis

Energy19.0%
Utilities3.6%
Financials42.1%
Industrials12.2%
Real Estate2.9%
Consumer Staples0.0%
Communication Services4.5%
Consumer Discretionary15.8%

Trading Summary