What Makes Magnolia Oil & Gas Corp. (MGY) a Strong Investment Bet?
Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Diamond Hill Capital Ric Dillon | 468,704 | $11,989,448 | +45% | 0.1% |
| 2. | 7,300 | $186,734 | -3% | 0% | |
| 3. | 6,300 | $161,154 | -4% | 0% | |
| 4. | Walleye Capital Will England | 3,161 | $80,858 | 0% | |
| 5. | Bayforest Capital Theodoros Tsagaris | 0 | $0 | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $27.44 | 86 | $2,359.75 | 20,710 | 2026-06-01 | Filing | |
| $23.10 | 4,500 | $103,963.50 | 14,687 | 2025-11-11 | Filing | |
| $21.30 | 11,731 | $249,870.30 | 18,095 | 2025-05-02 | Filing | |
| $22.06 | 2,500 | $55,137.50 | 892,372 | 2025-03-03 | Filing | |
| $23.52 | 1,000 | $23,520.00 | 76,671 | 2023-09-12 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $31.98 | 11,731 | $375,169.11 | 14,304 | 2026-03-30 | Filing | |
| $29.10 | 19,235 | $559,776.97 | 128,249 | 2026-03-09 | Filing | |
| $29.01 | 18,000 | $522,216.00 | 119,204 | 2026-03-09 | Filing | |
| $29.12 | 33,000 | $960,960.00 | 184,178 | 2026-03-09 | Filing | |
| $25.86 | 7,000,000 | $181,020,000.00 | 2,099,403 | 2024-09-23 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 3,934,160 | $100,635,813 | 0.09% | |
| 2. | 2,384,760 | $61,002,161 | 0.46% | |
| 3. | 2,219,966 | $56,786,730 | 0.61% | |
| 4. | 1,944,363 | $49,736,817 | 0.01% | |
| 5. | 1,120,762 | $28,668,646 | 0.01% |