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Magnolia Group’s Alliance Resource Partners ARLP Stock Holding History

Magnolia Group’s Portfolio ARLP Stock Details ARLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$39M Sell
1,411,260
-1,170,437
-45% -$30.3M 7.26% 5
2025
Q4 		$60M Sell
2,581,697
-8,000
-0.3% -$194K 9.89% 4
2025
Q3 		$65.5M Sell
2,589,697
-3,322
-0.1% -$83.1K 10.38% 4
2025
Q2 		$67.8M Sell
2,593,019
-675,331
-21% -$17.7M 10.42% 4
2025
Q1 		$89.2M Sell
3,268,350
-166,521
-5% -$4.45M 15.11% 2
2024
Q4 		$90.3M Hold
3,434,871
– – 15.49% 2
2024
Q3 		$85.9M Sell
3,434,871
-9,000
-0.3% -$217K 14.53% 2
2024
Q2 		$84.2M Hold
3,443,871
– – 12.79% 3
2024
Q1 		$69M Buy
3,443,871
+229,700
+7% +$4.68M 10.4% 5
2023
Q4 		$68.1M Buy
3,214,171
+180,720
+6% +$3.91M 10.04% 5
2023
Q3 		$68.3M Buy
3,033,451
+183,873
+6% +$3.67M 11.01% 4
2023
Q2 		$52.7M Buy
2,849,578
+158,000
+6% +$3.03M 7.64% 6
2023
Q1 		$54.3M Hold
2,691,578
– – 7.85% 5
2022
Q4 		$54.7M Sell
2,691,578
-308,422
-10% -$6.99M 7.46% 5
2022
Q3 		$68.7M Sell
3,000,000
-222,087
-7% -$5.08M 10.38% 5
2022
Q2 		$58.7M Sell
3,222,087
-1,729,960
-35% -$31.3M 8.67% 5
2022
Q1 		$76.4M Hold
4,952,047
– – 10.46% 5
2021
Q4 		$62.6M Sell
4,952,047
-411,277
-8% -$4.64M 8.94% 4
2021
Q3 		$58.3M Hold
5,363,324
– – 6.63% 5
2021
Q2 		$38.7M Buy
5,363,324
+277,599
+5% +$1.74M 4.81% 6
2021
Q1 		$29.5M Hold
5,085,725
– – 3.84% 6
2020
Q4 		$22.8M Buy
5,085,725
+12,000
+0.2% +$45.9K 2.39% 7
2020
Q3 		$14.1M Sell
5,073,725
-49,600
-1% -$160K 2.05% 8
2020
Q2 		$16.7M Sell
5,123,325
-278,690
-5% -$956K 2.53% 7
2020
Q1 		$16.7M Buy
5,402,015
+846,668
+19% +$6.52M 2.64% 7
2019
Q4 		$49.3M Buy
4,555,347
+1,515,354
+50% +$18.2M 5.74% 6
2019
Q3 		$48.7M Sell
3,039,993
-54,099
-2% -$884K 5.45% 6
2019
Q2 		$52.5M Buy
3,094,092
+490,984
+19% +$8.92M 5.74% 6
2019
Q1 		$53M Buy
2,603,108
+124,588
+5% +$2.41M 5.69% 6
2018
Q4 		$43M Buy
2,478,520
+1,374,271
+124% +$26.8M 6.72% 6
2018
Q3 		$22.5M Buy
+1,104,249
New +$21.6M 4.1% 8
2018
Q2 		– Sell
-299,479
Closed -$5.29M – 9
2018
Q1 		$5.29M Sell
299,479
-92,000
-24% -$1.75M 1.4% 8
2017
Q4 		$7.71M Sell
391,479
-224,122
-36% -$4.29M 1.83% 9
2017
Q3 		$11.9M Sell
615,601
-476,855
-44% -$9.11M 4.31% 7
2017
Q2 		$20.6M Buy
1,092,456
+13,378
+1% +$289K 9.48% 4
2017
Q1 		$23.4M Buy
1,079,078
+301,248
+39% +$6.85M 24.56% 1
2016
Q4 		$17.5M Sell
777,830
-656,738
-46% -$15.4M 32.8% 1
2016
Q3 		$31.8M Sell
1,434,568
-376,968
-21% -$7.4M 18.65% 2
2016
Q2 		$28.6M Buy
1,811,536
+16,000
+0.9% +$234K 18.46% 2
2016
Q1 		$20.9M Buy
1,795,536
+126,209
+8% +$1.54M 16.69% 2
2015
Q4 		$22.5M Buy
+1,669,327
New +$31M 20.35% 1

Other funds holding ARLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
P3I
Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return
JHCP
Jackson Hole Capital Partners Tulsa, Oklahoma $605M AUM 22.77% 1-Year Est. Return
ACGA
Atlanta Consulting Group Advisors Atlanta, Georgia $465M AUM 17.21% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return
FCM
Fairbanks Capital Management Rancho Santa Fe, California $160M AUM 14.36% 1-Year Est. Return

Magnolia Group's ARLP Position: Q1 2026 in Review

Magnolia Group reduced its Alliance Resource Partners (ARLP) stake by 45% in Q1 2026, selling an estimated $30.3M and leaving 1,411,260 shares worth $39M. The position accounts for 7.26% of the portfolio, ranked #5.

Magnolia Group first reported a position in ARLP in Q4 2015 and has held it in 41 quarters since. The position peaked at $90.3M in Q4 2024. 183 funds tracked by Wall St. Rank hold ARLP as of Q1 2026.

  • Magnolia Group held 1,411,260 shares of Alliance Resource Partners worth $39M as of Q1 2026.
  • Magnolia Group sold 1,170,437 Alliance Resource Partners shares in Q1 2026, an estimated $30.3M.
  • Alliance Resource Partners made up 7.26% of Magnolia Group's portfolio in Q1 2026, its #5 holding.
  • Magnolia Group first reported a position in Alliance Resource Partners in Q4 2015 and has held it in 41 quarters since.
  • Magnolia Group's Alliance Resource Partners position peaked at $90.3M in Q4 2024.
  • 183 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q1 2026.

Based on Magnolia Group's 13F filing for Q1 2026, filed 24 Apr 2026.