MAGNOLIA GROUP, LLC
OMAHA NE · SEC CIK 0001618376
$4.76亿2026Q2 申报市值
16持仓数
93.2%前十大占比 · 第一大 35.5%
6 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SGOV 新建仓+$1,963.07万
SPGI 新建仓+$1,325.63万
BRK/B 新建仓+$975.76万
NVR 加仓+$436.06万
MKL 新建仓+$410.13万
2026Q2 卖出最多 按季末市值估算
NNI 减仓-$5,323.24万
RE/MAX HLDGS INC 清仓-$1,535.41万
OLD MKT CAP CORP 清仓-$1,124.61万
CNR 减仓-$1,080.08万
ABG 减仓-$549.87万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | RE/MAX HLDGS INC | $0 | 0.00% | 0 | -2,665,643 | -100.0% | -$1,535.41万 | 清仓 |
| — | OLD MKT CAP CORP | $0 | 0.00% | 0 | -2,515,902 | -100.0% | -$1,124.61万 | 清仓 |
| — | AMERICAS CAR-MART INC | $312.45万 | 0.66% | 1,119,875 | -140,815 | -11.2% | -$39.29万 | 减仓 |
| NRP | NATURAL RESOURCE PARTNERS LP | $366.18万 | 0.77% | 37,750 | 37,750 | — | $366.18万 | 新建仓 |
| HOMB | HOME BANCSHARES INC | $386.85万 | 0.81% | 135,500 | 135,500 | — | $386.85万 | 新建仓 |
| MKL | MARKEL GROUP INC | $410.13万 | 0.86% | 2,100 | 2,100 | — | $410.13万 | 新建仓 |
| NVR | NVR INC | $769.91万 | 1.62% | 1,130 | 640 | 130.6% | $436.06万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $975.76万 | 2.05% | 19,500 | 19,500 | — | $975.76万 | 新建仓 |
| LEN/B | LENNAR CORP | $1,272.18万 | 2.67% | 143,409 | 34,659 | 31.9% | $307.46万 | 加仓 |
| SPGI | S&P GLOBAL INC | $1,325.63万 | 2.78% | 32,550 | 32,550 | — | $1,325.63万 | 新建仓 |
| CCOI | COGENT COMM HOLDINGS INC | $1,359.80万 | 2.86% | 979,686 | -310,518 | -24.1% | -$431.00万 | 减仓 |
| PCYO | PURE CYCLE CORP | $1,922.90万 | 4.04% | 1,795,421 | -119,138 | -6.2% | -$127.60万 | 减仓 |
| SGOV | ISHARES TR | $1,963.07万 | 4.12% | 195,000 | 195,000 | — | $1,963.07万 | 新建仓 |
| ARLP | ALLIANCE RESOURCE PARTNERS L | $3,027.67万 | 6.36% | 1,262,583 | -148,677 | -10.5% | -$356.53万 | 减仓 |
| CNR | CORE NATURAL RESOURCES INC | $3,741.13万 | 7.85% | 467,524 | -134,976 | -22.4% | -$1,080.08万 | 减仓 |
| ABG | ASBURY AUTOMOTIVE GROUP INC | $5,241.31万 | 11.00% | 260,658 | -27,346 | -9.5% | -$549.87万 | 减仓 |
| BOC | BOSTON OMAHA CORP | $7,623.74万 | 16.01% | 5,589,253 | 0 | 0.0% | — | 不变 |
| NNI | NELNET INC | $1.69亿 | 35.54% | 1,269,723 | -399,253 | -23.9% | -$5,323.24万 | 减仓 |