MAGNOLIA GROUP, LLC
OMAHA NE · SEC CIK 0001618376
$5.38亿2026Q1 申报市值
12持仓数
97.7%前十大占比 · 第一大 40.0%
1 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
NVR 新建仓+$322.90万
LEN/B 加仓+$317.29万
ABG 加仓+$170.61万
CCOI 加仓+$82.65万
2026Q1 卖出最多 按季末市值估算
ARLP 减仓-$3,236.26万
LW 清仓-$890.16万
CNR 减仓-$701.69万
RE/MAX HLDGS INC 减仓-$116.10万
PCYO 减仓-$99.14万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| NNI | NELNET INC | $2.15亿 | 40.04% | 1,668,976 | 0 | 0.0% | — | 不变 |
| BOC | BOSTON OMAHA CORP | $6,528.25万 | 12.15% | 5,589,253 | 0 | 0.0% | — | 不变 |
| CNR | CORE NATURAL RESOURCES INC | $6,309.98万 | 11.74% | 602,500 | -67,000 | -10.0% | -$701.69万 | 减仓 |
| ABG | ASBURY AUTOMOTIVE GROUP INC | $5,627.89万 | 10.47% | 288,004 | 8,731 | 3.1% | $170.61万 | 加仓 |
| ARLP | ALLIANCE RESOURCE PARTNERS L | $3,902.13万 | 7.26% | 1,411,260 | -1,170,437 | -45.3% | -$3,236.26万 | 减仓 |
| CCOI | COGENT COMM HOLDINGS INC | $2,430.74万 | 4.52% | 1,290,204 | 43,867 | 3.5% | $82.65万 | 加仓 |
| PCYO | PURE CYCLE CORP | $1,926.05万 | 3.58% | 1,914,559 | -98,547 | -4.9% | -$99.14万 | 减仓 |
| — | AMERICAS CAR-MART INC | $1,604.86万 | 2.99% | 1,260,690 | 0 | 0.0% | — | 不变 |
| — | RE/MAX HLDGS INC | $1,535.41万 | 2.86% | 2,665,643 | -201,555 | -7.0% | -$116.10万 | 减仓 |
| — | OLD MKT CAP CORP | $1,124.61万 | 2.09% | 2,515,902 | 0 | 0.0% | — | 不变 |
| LEN/B | LENNAR CORP | $914.80万 | 1.70% | 108,750 | 37,719 | 53.1% | $317.29万 | 加仓 |
| NVR | NVR INC | $322.90万 | 0.60% | 490 | 490 | — | $322.90万 | 新建仓 |
| LW | LAMB WESTON HLDGS INC | $0 | 0.00% | 0 | -212,500 | -100.0% | -$890.16万 | 清仓 |