Twin Lions Management as of June 30, 2025
Portfolio Holdings for Twin Lions Management
Twin Lions Management holds 8 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Credit Acceptance (CACC) | 22.9 | $35M | 69k | 509.43 | |
| Malibu Boats Com Cl A (MBUU) | 22.0 | $34M | 1.1M | 31.34 | |
| Dollar General (DG) | 21.8 | $33M | 292k | 114.38 | |
| Bank Ozk (OZK) | 10.4 | $16M | 340k | 47.06 | |
| Bank7 Corp (BSVN) | 9.5 | $15M | 350k | 41.83 | |
| Patrick Industries (PATK) | 5.1 | $7.8M | 85k | 92.27 | |
| Regional Management (RM) | 4.4 | $6.8M | 232k | 29.21 | |
| Synchrony Financial (SYF) | 3.9 | $5.9M | 89k | 66.74 |
