13F Portfolios

MAGNOLIA GROUP, LLC 13F: Quarter-over-Quarter Portfolio Changes

MAGNOLIA GROUP, LLC reported a disclosed portfolio value of approximately $537.5 million in its latest SEC Form 13F-HR filing for Q1 2026, down 11.4% quarter on quarter. Over the quarter, the fund initiated 1 new position, bought more shares in 3 holdings, trimmed 4 holdings, and exited 1 position.

MAGNOLIA GROUP, LLC's top buy was a new stake in Nvr INC. (NVR) , equal to 0.6% of the disclosed portfolio. Its top sell was Alliance Resource Partners L (ARLP) . The fund sold 45.3% of its previously reported shares, reducing the position's portfolio weight by 2.6 percentage points.

New PositionsQ1 2026

Securities disclosed for the first time in Q1 2026 that were not present in the prior 13F-HR filing.

MAGNOLIA GROUP, LLC new positions in Q1 2026, representing first-time disclosed long equity stakes
CompanyTickerInitial Portfolio WeightHistory
NVR INC.NVR0.6%Holders →

Top BuysQ1 2026

The fund's top buys among existing positions in Q1 2026. Ranked by portfolio-weight impact, with the percentage of additional shares shown separately.

MAGNOLIA GROUP, LLC top buys in existing positions in Q1 2026
CompanyTickerPortfolio Weight ChangeMore SharesHistory
LENNAR CORPORATION - B SHS (LEN/B)LEN/B+0.6%+53.1%
COGENT COMM HOLDINGS INCCCOI+0.1%+3.5%History →
ASBURY AUTOMOTIVE GROUP INCABG+-0.2%+3.1%History →

Top SellsQ1 2026

The fund's top sells among positions it retained in Q1 2026. Ranked by portfolio-weight impact. Full exits are listed separately.

MAGNOLIA GROUP, LLC top sells in existing positions in Q1 2026
CompanyTickerPortfolio Weight ChangeShares SoldHistory
ALLIANCE RESOURCE PARTNERS LARLP-2.6%45.3%History →
CORE NATURAL RESOURCES INCCNR2.0%10.0%History →
RE/MAX HLDGS INCRMAX-0.7%7.0%History →
PURE CYCLE CORPPCYO-0.1%4.9%History →

Full ExitsQ1 2026

Positions present in the prior 13F-HR filing that no longer appear in Q1 2026.

MAGNOLIA GROUP, LLC full exits in Q1 2026
CompanyTickerLast-Reported Portfolio Weight
LAMB WESTON HLDGS INCLW1.5%
Latest

Net Portfolio Value ChangeQ1 2026

  • $0.6B
    Prior quarter
  • $0.5B
    Current quarter
  • $-0.1B
    Net delta
  • -11.4%
    % change

Methodology & FAQ

How MAGNOLIA GROUP, LLC Quarterly Changes Are Computed

All deltas are sourced from sequential SEC Form 13F-HR filings for MAGNOLIA GROUP, LLC: each row joins the most recent filing against the immediately preceding quarterly filing for the same fund. Share-count changes reflect reported trading activity, while portfolio weights can also move because of market price changes. Portfolio weights are normalized to exclude listed options for comparability. A complete description — including how confidential treatment filings are handled — is documented in the Methodology.

What stocks did MAGNOLIA GROUP, LLC buy in Q1 2026?

In Q1 2026, MAGNOLIA GROUP, LLC initiated 1 new position (NVR INC. (NVR)); bought more shares of LENNAR CORPORATION - B SHS (LEN/B) (LEN/B), COGENT COMM HOLDINGS INC (CCOI), ASBURY AUTOMOTIVE GROUP INC (ABG).

What stocks did MAGNOLIA GROUP, LLC sell in Q1 2026?

In Q1 2026, MAGNOLIA GROUP, LLC fully sold 1 position (LAMB WESTON HLDGS INC (LW)); reduced holdings in ALLIANCE RESOURCE PARTNERS L (ARLP), CORE NATURAL RESOURCES INC (CNR), RE/MAX HLDGS INC (RMAX), PURE CYCLE CORP (PCYO).

Which positions did MAGNOLIA GROUP, LLC initiate in Q1 2026?

MAGNOLIA GROUP, LLC established 1 new position in Q1 2026: NVR INC. (NVR, 0.6%).

Which existing positions saw the largest allocation increases for MAGNOLIA GROUP, LLC in Q1 2026?

Of 3 existing positions with share-count increases in Q1 2026, the largest were: LENNAR CORPORATION - B SHS (LEN/B) (LEN/B, +0.6% weight, +53.1% shares), COGENT COMM HOLDINGS INC (CCOI, +0.1% weight, +3.5% shares), ASBURY AUTOMOTIVE GROUP INC (ABG, +-0.2% weight, +3.1% shares).

Which positions did MAGNOLIA GROUP, LLC fully exit in Q1 2026?

MAGNOLIA GROUP, LLC fully exited 1 position in Q1 2026: LAMB WESTON HLDGS INC (LW, last-reported weight 1.5%).

Which existing positions saw the largest allocation reductions for MAGNOLIA GROUP, LLC in Q1 2026?

Of 4 existing positions with share-count reductions in Q1 2026, the largest were: ALLIANCE RESOURCE PARTNERS L (ARLP, -2.6% weight, -45.3% shares), CORE NATURAL RESOURCES INC (CNR, 2.0% weight, -10.0% shares), RE/MAX HLDGS INC (RMAX, -0.7% weight, -7.0% shares), PURE CYCLE CORP (PCYO, -0.1% weight, -4.9% shares).

Do quarter-over-quarter 13F allocation changes constitute explicit trading signals?

No. Quarter-over-quarter changes reflect a combination of active trading and market price movement. A weight increase can result from price appreciation alone, without the manager adding shares. Share-count delta is the cleaner indicator of explicit trading activity. All deltas on this page are sourced from sequential SEC Form 13F-HR filings.