Arkolith/Funds/Magnolia Group, LLC

Magnolia Group, LLC

CIK 1618376
Holdings as of Jun 30, 2026·disclosed Aug 12, 2026·~43-day 13F lag·13F-HR
Active Filer

Magnolia Group, LLC holds a concentrated book of 16 stocks worth $476.3M as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened Ishares 0-3 Month Treasury B and trimmed Nelnet Inc-CL A. Their largest long position is Nelnet Inc-CL A at 36% of the equity book.

Opened
6
bought for the first time
Added to
2
already held, bought more
Trimmed
7
sold some, still holds it
Sold out
2
exited the position entirely

Concentration

Top-heavy: concentrated book

Top 5 holdings
77%
Top 10 holdings
93%
Top 20 holdings
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

96% mapped to company sectors

Financials
42%
Real Estate
16%
Energy
15%
Consumer Discretionary
12%
Industrials
4%
ETF / fund or unclassified
4%
Utilities
4%
Communication Services
3%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Magnolia Group, LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY17 / 16$18.4B
JPMORGAN CHASE & CO17 / 16$8.9B
BANK OF AMERICA CORP /DE/17 / 16$7.7B
GOLDMAN SACHS GROUP INC17 / 16$6.1B
ROYAL BANK OF CANADA17 / 16$5.3B
WELLS FARGO & COMPANY/MN17 / 16$3.9B
UBS Group AG17 / 16$3.8B
Arax Advisory Partners17 / 16$126.2M

Ranked by how many of Magnolia Group, LLC's top 16 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

16 positions
#SecurityValueShares% PortLast moveHistory
1Nelnet Inc
CL A
$169.3M1.27M
35.5%
−24%
Reduced · −399K sh
2Boston Omaha Corp
CL A COM STK
$76.2M5.59M
16.0%
Held
3Asbury Automotive Group Inc
COM
$52.4M260.7K
11.0%
−9.5%
Reduced · −27K sh
4Core Natural Resources Inc
COM SHS
$37.4M467.5K
7.9%
−22%
Reduced · −135K sh
5Alliance Resource Partners L
UT LTD PART
$30.3M1.26M
6.4%
−11%
Reduced · −149K sh
6Ishares TR
0-3 MTH TREASURY
$19.6M195.0K
4.1%
New
New position
7Pure Cycle Corp
COM NEW
$19.2M1.80M
4.0%
−6.2%
Reduced · −119K sh
8Cogent Comm Holdings Inc
COM NEW
$13.6M979.7K
2.9%
−24%
Reduced · −311K sh
9S&P Global Inc
COM
$13.3M32.5K
2.8%
New
New position
10Lennar Corp
CL B
$12.7M143.4K
2.7%
+32%
Added · +35K sh
11Berkshire Hathaway Inc Del
CL B NEW
$9.8M19.5K
2.0%
New
New position
12NVR Inc
COM
$7.7M1.1K
1.6%
+131%
Added · +640 sh
13Markel Group Inc
COM
$4.1M2.1K
0.9%
New
New position
14Home Bancshares Inc
COM
$3.9M135.5K
0.8%
New
New position
15Natural Resource Partners LP
COM UNIT LTD PAR
$3.7M37.8K
0.8%
New
New position
16Americas Car-Mart Inc
COM
$3.1M1.12M
0.7%
−11%
Reduced · −141K sh
Showing all 16 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 12, 202616$476.3M13F-HR
Q1 2026Mar 31, 2026Apr 24, 202612$537.5M13F-HR
Q3 2025Sep 30, 2025Oct 29, 202511$630.8M13F-HR
Amended / restated
  • Q1 2026 · filed Feb 3, 202613F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.