13F HOLDINGS REPORT
Twin Lions Management LLC
Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0000919574-25-004499
Total Value
$153.6M
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CREDIT ACCEP CORP MICH | 225310101 | 69,051 | $35.2M | 22.90% |
| 2 | MALIBU BOATS INC | MBUU | 1,080,301 | $33.9M | 22.04% |
| 3 | DOLLAR GEN CORP NEW | 256677105 | 292,130 | $33.4M | 21.76% |
| 4 | BANK OZK LITTLE ROCK ARK | OZKAP | 340,330 | $16.0M | 10.43% |
| 5 | BANK7 CORP | BSVN | 349,563 | $14.6M | 9.52% |
| 6 | PATRICK INDS INC | 703343103 | 84,651 | $7.8M | 5.09% |
| 7 | REGIONAL MGMT CORP | 75902K106 | 231,566 | $6.8M | 4.40% |
| 8 | SYNCHRONY FINANCIAL | SYF-PB | 88,800 | $5.9M | 3.86% |