SEC 13F Intelligence

Managers / Q4 2020 · view latest →

MAGNOLIA GROUP, LLC

CIK 0001618376 · 1601 DODGE STREET, SUITE 3300, OMAHA, NE, 68102 · 918-796-3158

Reported Value
$953M
Q4 2020
Positions
9
Filings on Record
32
2019–present window
Filed
Feb 4, 2021
original filing

Summary

Magnolia Group, Llc reported $953M in U.S.-listed holdings across 9 positions for Q4 2020.

The portfolio is heavily concentrated: BOC alone accounts for 29.4% of reported value.

Compared with Q3 2020, the fund opened 1 new position and exited 1.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $550MQ4 ’18Q1 ’19: $931MQ2 ’19: $916MQ3 ’19: $893MQ4 ’19: $859MQ4 ’19Q1 ’20: $634MQ2 ’20: $661MQ3 ’20: $686MQ4 ’20: $953MQ4 ’20Q1 ’21: $769MQ2 ’21: $804MQ3 ’21: $879MQ4 ’21: $700MQ4 ’21Q1 ’22: $730MQ2 ’22: $678MQ3 ’22: $662MQ4 ’22: $733.1BQ4 ’22Q1 ’23: $691MQ2 ’23: $689MQ3 ’23: $621MQ4 ’23: $678MQ4 ’23Q1 ’24: $664MQ2 ’24: $659MQ3 ’24: $591MQ4 ’24: $583MQ4 ’24Q1 ’25: $590MQ2 ’25: $651MQ3 ’25: $631MQ4 ’25: $607MQ4 ’25Q1 ’26: $538Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 95.8%MLP: 2.4%Other: 1.8%
  • Common Stock · 95.8% · $913M
  • MLP · 2.4% · $23M
  • Other · 1.8% · $17M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2020

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$538M12Apr 24, 202613F-HRchanges · EDGAR ↗
Q4 2025$607M12Feb 3, 202613F-HRchanges · EDGAR ↗
Q3 2025$631M11Oct 29, 202513F-HRchanges · EDGAR ↗
Q2 2025$651M10Jul 29, 202513F-HRchanges · EDGAR ↗
Q1 2025$590M9May 1, 202513F-HRchanges · EDGAR ↗
Q4 2024$583M10Feb 10, 202513F-HRchanges · EDGAR ↗
Q3 2024$591M9Nov 4, 202413F-HRchanges · EDGAR ↗
Q2 2024$659M10Aug 6, 202413F-HRchanges · EDGAR ↗
Q1 2024$664M11May 7, 202413F-HRchanges · EDGAR ↗
Q4 2023$678M11Feb 5, 202413F-HRchanges · EDGAR ↗
Q3 2023$621M13Oct 31, 202313F-HRchanges · EDGAR ↗
Q2 2023$689M12Aug 8, 202313F-HRchanges · EDGAR ↗
Q1 2023$691M13May 5, 202313F-HRchanges · EDGAR ↗
Q4 2022$733.1B11Jan 19, 202313F-HRchanges · EDGAR ↗
Q3 2022$662M11Oct 19, 202213F-HRchanges · EDGAR ↗
Q2 2022$678M10Jul 18, 202213F-HRchanges · EDGAR ↗
Q1 2022$730M11Apr 26, 202213F-HRchanges · EDGAR ↗
Q4 2021$700M11Feb 2, 202213F-HRchanges · EDGAR ↗
Q3 2021$879M11Nov 8, 202113F-HRchanges · EDGAR ↗
Q2 2021$804M10Jul 22, 202113F-HRchanges · EDGAR ↗
Q1 2021$769M9Apr 21, 202113F-HRchanges · EDGAR ↗
Q4 2020$953M9Feb 4, 202113F-HRchanges · EDGAR ↗
Q3 2020$686M9Nov 9, 202013F-HRchanges · EDGAR ↗
Q2 2020$661M10Jul 17, 202013F-HRchanges · EDGAR ↗
Q1 2020$634M15Apr 24, 202013F-HRchanges · EDGAR ↗
Q4 2019$859M8Feb 10, 202013F-HRchanges · EDGAR ↗
Q3 2019$893M9Oct 30, 201913F-HRchanges · EDGAR ↗
Q2 2019$916M7Jul 30, 201913F-HRchanges · EDGAR ↗
Q1 2019$931M9May 8, 201913F-HRchanges · EDGAR ↗
Q4 2018$550M9Jan 30, 2019RESTATEMENTchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.