- New Purchases: DFH, DISCK, BSM, NC,
- Added Positions: NNI, ARLP, NICK,
- Reduced Positions: BOMN, WFC,
- Sold Out: ALLY, ARCH,
For the details of MAGNOLIA GROUP, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/magnolia+group%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of MAGNOLIA GROUP, LLC- Boston Omaha Corp (BOMN) - 8,053,271 shares, 36.04% of the total portfolio. Shares reduced by 20.45%
- Wells Fargo & Co (WFC) - 3,436,650 shares, 21.96% of the total portfolio. Shares reduced by 15.39%
- Nelnet Inc (NNI) - 1,814,027 shares, 19.26% of the total portfolio. Shares added by 5.12%
- Dream Finders Homes Inc (DFH) - 2,000,000 shares, 6.90% of the total portfolio. New Position
- Alliance Resource Partners LP (ARLP) - 5,363,324 shares, 5.46% of the total portfolio. Shares added by 5.46%
Magnolia Group, Llc initiated holding in Dream Finders Homes Inc. The purchase prices were between $22.14 and $34, with an estimated average price of $25.88. The stock is now traded at around $20.760000. The impact to a portfolio due to this purchase was 6.9%. The holding were 2,000,000 shares as of 2021-06-30.
New Purchase: Discovery Inc (DISCK)Magnolia Group, Llc initiated holding in Discovery Inc. The purchase prices were between $27.33 and $37.08, with an estimated average price of $31.22. The stock is now traded at around $26.910000. The impact to a portfolio due to this purchase was 5.29%. The holding were 1,293,000 shares as of 2021-06-30.
New Purchase: Black Stone Minerals LP (BSM)Magnolia Group, Llc initiated holding in Black Stone Minerals LP. The purchase prices were between $8.72 and $10.76, with an estimated average price of $10.05. The stock is now traded at around $10.430000. The impact to a portfolio due to this purchase was 0.95%. The holding were 623,832 shares as of 2021-06-30.
New Purchase: NACCO Industries Inc (NC)Magnolia Group, Llc initiated holding in NACCO Industries Inc. The purchase prices were between $21.62 and $28.11, with an estimated average price of $24.87. The stock is now traded at around $24.550000. The impact to a portfolio due to this purchase was 0.71%. The holding were 194,014 shares as of 2021-06-30.
Sold Out: Ally Financial Inc (ALLY)Magnolia Group, Llc sold out a holding in Ally Financial Inc. The sale prices were between $45.21 and $56.15, with an estimated average price of $51.21.
Sold Out: Arch Resources Inc (ARCH)Magnolia Group, Llc sold out a holding in Arch Resources Inc. The sale prices were between $41.6 and $60.41, with an estimated average price of $52.
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