MAGNOLIA GROUP, LLC

Portfolio Overview

The SEC 13F filing for Magnolia Group, LLC (CIK: 0001618376) reveals a highly concentrated portfolio that underwent a significant contraction in value during the quarter ending September 30, 2025. The total portfolio value decreased by 38.5%, dropping from $650.51 million to $400.35 million. This reduction in assets under management (AUM) is driven not only by potential market depreciation but also by a substantial shift in capital allocation, evidenced by the exit of fou...