13F HOLDINGS REPORT
Twin Lions Management LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0000919574-25-006906
Total Value
$152.0M
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CREDIT ACCEP CORP MICH | 225310101 | 74,842 | $34.9M | 22.98% |
| 2 | MALIBU BOATS INC | MBUU | 1,052,102 | $34.1M | 22.46% |
| 3 | DOLLAR GEN CORP NEW | 256677105 | 292,130 | $30.2M | 19.86% |
| 4 | BANK OZK LITTLE ROCK ARK | OZKAP | 296,015 | $15.1M | 9.93% |
| 5 | BANK7 CORP | BSVN | 309,501 | $14.3M | 9.42% |
| 6 | SEABOARD CORP DEL | SE | 3,843 | $14.0M | 9.22% |
| 7 | SYNCHRONY FINANCIAL | SYF-PB | 88,800 | $6.3M | 4.15% |
| 8 | PATRICK INDS INC | 703343103 | 29,251 | $3.0M | 1.99% |