Institutions / Twin Lions Management LLC
Twin Lions Management LLC
CIK 2055318 · Institution · as of Dec 31, 2025
Portfolio value
$148.28M
Positions
8
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Credit Acceptance Corp | $37.23M | 25.1% |
| Malibu Boats, Inc. | $32.10M | 21.7% |
| Seaboard Corp Del | $19.55M | 13.2% |
| Bank OZK | $18.35M | 12.4% |
| Dollar General Corp | $18.27M | 12.3% |
| Bank7 Corp.BSVN | $12.21M | 8.2% |
| Synchrony Financial | $7.41M | 5.0% |
| Patrick Industries Inc | $3.17M | 2.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.