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Twin Lions Management LLC
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $127,538,649
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- BANK OZK LITTLE ROCK ARK · COM · 06417N103 · shares: $25,271,984
- CREDIT ACCEP CORP MICH · COM · 225310101 · shares: $22,659,666
- CAL MAINE FOODS INC · COM NEW · 128030202 · shares: $17,847,585
- BOOKING HOLDINGS INC · COM · 09857L108 · shares: $14,420,329
- SEABOARD CORP DEL · COM · 811543107 · shares: $14,321,571
- MALIBU BOATS INC · COM CL A · 56117J100 · shares: $13,830,480
- BANK7 CORP · COM · 06652N107 · shares: $12,491,893
- SYNCHRONY FINANCIAL · COM · 87165B103 · shares: $6,385,310
- PATRICK INDS INC · COM · 703343103 · shares: $309,831
Reported holdings
18 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| BANK OZK LITTLE ROCK ARK | COM | 06417N103 | — | 440,982 shares | $22,970,752 |
| CREDIT ACCEP CORP MICH | COM | 225310101 | — | 32,336 shares | $20,589,625 |
| CAL MAINE FOODS INC | COM NEW | 128030202 | — | 201,364 shares | $16,221,884 |
| BOOKING HOLDINGS INC | COM | 09857L108 | — | 73,508 shares | $13,102,066 |
| SEABOARD CORP DEL | COM | 811543107 | — | 2,914 shares | $13,009,058 |
| MALIBU BOATS INC | COM CL A | 56117J100 | — | 457,713 shares | $12,555,068 |
| BANK7 CORP | COM | 06652N107 | — | 229,003 shares | $11,209,697 |
| SYNCHRONY FINANCIAL | COM | 87165B103 | — | 79,633 shares | $6,056,090 |
| BANK OZK LITTLE ROCK ARK | COM | 06417N103 | — | 44,178 shares | $2,301,232 |
| CREDIT ACCEP CORP MICH | COM | 225310101 | — | 3,251 shares | $2,070,041 |
| CAL MAINE FOODS INC | COM NEW | 128030202 | — | 20,180 shares | $1,625,701 |
| BOOKING HOLDINGS INC | COM | 09857L108 | — | 7,396 shares | $1,318,263 |
| SEABOARD CORP DEL | COM | 811543107 | — | 294 shares | $1,312,513 |
| BANK7 CORP | COM | 06652N107 | — | 26,194 shares | $1,282,196 |
| MALIBU BOATS INC | COM CL A | 56117J100 | — | 46,497 shares | $1,275,412 |
| SYNCHRONY FINANCIAL | COM | 87165B103 | — | 4,329 shares | $329,220 |
| PATRICK INDS INC | COM | 703343103 | — | 3,137 shares | $281,640 |
| PATRICK INDS INC | COM | 703343103 | — | 314 shares | $28,191 |