Twin Lions Management LLC 13F Holdings

CIK 0002055318

As of Sep 30, 2025, Twin Lions Management LLC reported 8 positions worth 52.0M in its SEC Form 13F filing.

Top 8 holdings

SecurityTickerSectorSharesValue% of portfolio
CREDIT ACCEPTANCE CORPCACCFinancial Services74,842$34.9M22.98%
MALIBU BOATS INCMBUUConsumer Cyclical1,052,102$34.1M22.46%
DOLLAR GENERAL CORPDGConsumer Defensive292,130$30.2M19.86%
BANK OF THE OZARKS INCOZKFinancial Services296,015 5.1M9.93%
BANK7 CORPBSVNFinancial Services309,501 4.3M9.42%
SEABOARD CORPSEBIndustrials3,843 4.0M9.22%
SYNCHRONY FINANCIALSYFFinancial Services88,800$6.3M4.15%
PATRICK INDUSTRIES INCPATKConsumer Cyclical29,251$3.0M1.99%