MGY

MGY

MGY

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2026 Q2	Jul 28, 2026	Diamond Hill Small Cap Fund	24.0%	28.3%	ASTH, AVNS, BLFS, CMPR, DAKT, DCO, ERII, IIIN, INFU, MGY, RAIL, RHP, SAMG, USLM	defense, energy, healthcare, industrials, infrastructure, small caps, value		DAKT RAIL INFU BLFS IIIN RHP DCO ASTH	View
2026 Q2	Jul 27, 2026	abrdn U.S. Small Cap Equity Fund	26.2%	27.5%	ATMU, BLBD, COHU, CPRX, CRDO, DFIN, ELF, FROG, MGY, MTRN, TVTX, UTI	AI, Biotechnology, defense, Infrastructure Spending, Onshoring, semiconductors, small caps, US		UTI TVTX BLBD COHU MTRN FROG	View
2026 Q2	Jul 22, 2026	Conestoga Small Cap Composite	14.3%	8.6%	AAON, AZTA, BCPC, BL, BMI, CCCS, CWAN, CXT, DGII, DSGX, FSV, KGS, KN, LMAT, MGY, MRCY, MTDR, NOVT, PRM, SITE	AI, Data centers, defense, momentum, Quality, semiconductors, small caps, software			View
2025 Q2	Jul 15, 2025	TimesSquare Capital Management U.S. Small Cap Growth Strategy	11.0%	-	ADUS, BJ, BOOT, EE, GTLS, INSM, INSP, IRTC, KRYS, MGY, OLLI, PAY, PJT, STVN, VCEL, VCTR, VRNA, WH, WHD, WRBY	AI, Biotechnology, consumer, defense, growth, semiconductors, small cap, tariffs	The U.S.'s proposed tariff regime led to significant economic fallout with global markets whipsawing in the ensuing tariff tantrum. Many companies across most areas either scrapped or significantly reduced forward guidance as they wait to see how near-term results fare in this environment. Companies with better balance sheets increased their inventories during tariff pauses, which should provide them with opportunities for greater market share later in 2025.	CWAN KTOS KRYS	View
2026 Q1	Apr 29, 2026	American Century Small Cap Value Fund	3.9%	3.9%	CEI, ENOV, GPK, MGY, PR, TNET	energy, financials, oil, Regional Banks, small caps, value		ENOV TNET GPK	View
2026 Q1	Apr 28, 2026	Diamond Hill Small Cap Fund	3.4%	3.4%	DCO, FA, KN, LYTS, MGY, ODC, PAL, PRGS, RRR, UTZ	AI, defense, energy, Geopolitical, healthcare, infrastructure, oil, small caps		KN LYTS UTZ PAL RRR ODC DCO	View
2025 Q1	Apr 24, 2025	Diamond Hill Small-Mid Cap Strategy	-4.2%	-4.2%	ALGT, ALK, BLDR, CIEN, COOP, CTRA, HII, ILMN, INFA, LOB, MGY, RRX, RYN, SXT, TFX, TRU, VRSN, WCC, WNS	defense, mid cap, small cap, tariffs, Trade Policy, value, volatility	President Trump announced significant tariffs including a 104% tariff on China in response to retaliation, creating tremendous uncertainty around trade policy shifts. Markets are struggling to digest whether tariffs are negotiation tactics or permanent reshaping of world trade order. The US-China trade relationship is front and center in this showdown with potential for full-blown trade war.		View
2026 Q1	Apr 21, 2026	abrdn U.S. Small Cap Equity Fund	1.0%	1.0%	ADMA, ATEC, ECG, GTX, KWR, MGY, MIR, PATK, QTWO, SHOO, VIAV	energy, Geopolitical, infrastructure, small caps, technology, US			View
2025 Q1	Mar 31, 2025	TimesSquare Capital Management U.S. Small Cap Growth Strategy	-9.6%	-9.6%	ADUS, BFAM, BJ, BOOT, CBLL, CHEF, DAWN, ERJ, FRPT, HLNE, INFN, INSM, ITCI, MGY, MVBF, PAY, SLNO, VRNA, VVV, WHD	AI, Biotechnology, defense, growth, semiconductors, small cap, tariffs, Trade Policy	Global trade outlook and tariff concerns are creating significant market turbulence. Companies are girding for greater turbulence before waters calm, with specific impacts on Boot Barn from tariff concerns and Cactus Inc. building Vietnam capacity to address tariff risks.		View
2025 Q1	Mar 31, 2025	American Century Small Cap Value Fund	-6.3%	-6.3%	ACLS, AXS, BCO, BECN, BLBD, CHX, CRGY, EMBCF, ENOV, EVTC, FLWO, FNB, GPK, MGY, ONB, SSB, TITN, TKR, TPG, WBS	Banking, energy, industrials, materials, small caps, value	The portfolio seeks to invest in small-cap companies where the valuation does not reflect the quality and normal earnings power of the company. Many holdings are trading meaningfully below historical multiples despite strong fundamentals.		View
2025 Q1	Mar 31, 2025	AMG GW&K Small Cap Core Fund	-7.3%	-7.3%	ADC, ARQT, BWIN, CBZ, CHX, COCO, FLYW, FNA, GBCI, GMED, HALO, HLI, HMN, ICFI, INSM, INTA, ITCI, LOPE, MGY, MTSI, NWE, PAR, PATK, PPBI, PRIM, RBC, SKY, SPXC, STAG, STRL, SWTX, TNDM, UMBF, UTZ	AI, Biotechnology, energy, financials, Quality, small caps, Trade Policy	The fund discusses navigating uncertainty from tariff announcements and trade policy changes by the current U.S. Administration. The manager analyzes potential impacts on manufacturing, consumers, and trading partners, while monitoring for signs of policy moderation or negotiation.		View
2024 Q2	Jul 26, 2024	Diamond Hill Small-Mid Cap Strategy	8.4%	9.2%	ALGT, BKU, COOP, ENOV, FTRE, GDDY, GNRC, LH, MAA, MGY, RRR, RRX, SANM, SNV, UDR, VRSN, WCC, WWW	financials, healthcare, industrials, real estate, small caps, technology, value	Apartment REITs Mid-America Apartment Communities and UDR benefited from stronger than expected rents and occupancy rates, positioning them well for peak leasing season. The portfolio's above-benchmark exposure to real estate contributed positively to relative performance as the sector outperformed the broad index.		View
2024 Q2	Jul 26, 2024	Diamond Hill Small Cap Fund	8.5%	12.2%	ALGT, ALNC, ASTH, ENOV, FTAI, KEX, LOB, MAMA, MGY, RCKY, RRR, THR, TKO.TO, USLM	Copper, financials, materials, small caps, underperformance, value	Small caps continue to underperform large caps significantly, with year-to-date underperformance of more than 12 percentage points and 10-year underperformance of about 5.5 percentage points annualized. Small caps are trading near historically low valuation premium relative to large caps, creating compelling investment opportunities for resilient, undervalued small companies.		View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Sep 2, 2026	Seeking Alpha	Seeking Alpha	Magnolia Oil & Gas Corporation	Energy	Oil & Gas Exploration & Production	Bull	New York Stock Exchange	capital allocation, Eagle Ford and Austin Chalk, Free Cash Flow Growth, Giddings field, inventory quality, Magnolia Oil & Gas, oil and gas production, synergy savings, Upstream Energy, WildFire Energy acquisition	View Pitch

BSD Shareholders of MGY

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

Manager Name	Fund Name	Fund AUM	Invested Value	Portfolio Weight	Shares Owned	Shares Bought / Sold During Quarter	% Bought / Sold During Quarter	% of Shares Outstanding Owned
No investor data available.

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