13F HOLDINGS REPORT
Twin Lions Management LLC
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0000919574-26-001064
Total Value
$148.3M
Positions
16
Other Managers
1
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CREDIT ACCEP CORP MICH | 225310101 | 48,211 | $21.4M | 14.42% |
| 2 | SEABOARD CORP DEL | SE | 3,939 | $17.5M | 11.81% |
| 3 | MALIBU BOATS INC | MBUU | 607,134 | $17.1M | 11.55% |
| 4 | BANK OZK LITTLE ROCK ARK | OZKAP | 357,048 | $16.4M | 11.08% |
| 5 | CREDIT ACCEP CORP MICH | 225310101 | 35,747 | $15.9M | 10.69% |
| 6 | MALIBU BOATS INC | MBUU | 530,919 | $15.0M | 10.10% |
| 7 | BANK7 CORP | BSVN | 266,909 | $10.9M | 7.38% |
| 8 | DOLLAR GEN CORP NEW | 256677105 | 78,984 | $10.5M | 7.07% |
| 9 | DOLLAR GEN CORP NEW | 256677105 | 58,590 | $7.8M | 5.25% |
| 10 | SYNCHRONY FINANCIAL | SYF-PB | 79,633 | $6.6M | 4.48% |
| 11 | PATRICK INDS INC | 703343103 | 26,205 | $2.8M | 1.92% |
| 12 | SEABOARD CORP DEL | SE | 459 | $2.0M | 1.38% |
| 13 | BANK OZK LITTLE ROCK ARK | OZKAP | 41,612 | $1.9M | 1.29% |
| 14 | BANK7 CORP | BSVN | 30,976 | $1.3M | 0.86% |
| 15 | SYNCHRONY FINANCIAL | SYF-PB | 9,167 | $764,803 | 0.52% |
| 16 | PATRICK INDS INC | 703343103 | 3,046 | $330,278 | 0.22% |