VISTA FINANCE, LLC MGY — MAGNOLIA OIL & GAS CORP

Ownership history in VISTA FINANCE, LLC  ·  5 quarters on record

AI Ownership Summary

VISTA FINANCE, LLC reported MAGNOLIA OIL & GAS CORP (MGY) in 5 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.26% in 2024 Q4. The latest visible filing shows MGY at 0.22% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MGY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was VISTA FINANCE, LLC's position in MAGNOLIA OIL & GAS CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MGY was reported at 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.26% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MGY stock page VISTA FINANCE, LLC fund profile VISTA FINANCE, LLC full holdings
How VISTA FINANCE, LLC held MGY — position size vs. price
% of Fund (quarterly)    MGY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 8,650 -928 -9.7% 0.22% $273K 2026-05-04 $30.94
2025 Q3 REDUCED 21.1% -7.4% ✅ 9,578 -2,556 -21.1% 0.15% $229K 2025-10-08 $23.63
2025 Q2 ADDED — — — 12,134 +471 +4.0% 0.23% $273K 2025-07-29 $23.99
2025 Q1 ADDED — — — 11,663 +759 +7.0% 0.26% $295K 2025-04-16 $20.07
2024 Q4 INITIATED — — — 10,904 — — 0.26% $255K 2025-01-30 $23.57

🏢 Other funds also holding MGY

As of 2026 Q1 — sorted by position size

Ritter Alpha, LP 5.58% Corigliano Investment Advisers, LLC 4.91% SIR Capital Management, L.P. 3Y 7Y 2.51% October Effect Ltd 2.13% SYSTEMATIC FINANCIAL MANAGEMENT LP 3Y 7Y 2.04% ALBERT D MASON INC 3Y 7Y 1.27% Mitsubishi UFJ Asset Management (UK) Ltd. 3Y 7Y 1.17% MOODY ALDRICH PARTNERS LLC 3Y 7Y 1.1% Bosman Wealth Management, LLC 1.08% HEARTLAND ADVISORS INC 3Y 7Y 1.02%

FAQ About VISTA FINANCE, LLC and MGY

These are the practical questions this page is built to answer before you even open the full history table.

How long has VISTA FINANCE, LLC reported owning MGY?

VISTA FINANCE, LLC reported MGY across 5 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported MGY position in VISTA FINANCE, LLC's portfolio?

The largest reported portfolio weight for MGY was 0.26% in 2024 Q4.

What is the latest reported MGY position on this page?

The most recent filing on this page is 2026 Q1, when VISTA FINANCE, LLC reported 8,650 shares, equal to 0.22% of portfolio, with an estimated market value of $273K.

What does the chart on this MGY ownership page compare?

The chart compares VISTA FINANCE, LLC's quarterly MGY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did VISTA FINANCE, LLC time their MGY position?

Based on 13F filing dates vs. subsequent MGY price moves, VISTA FINANCE, LLC correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on MGY relative to SPY over the holding period was +15.1%.

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