Twin Lions Management as of Sept. 30, 2025
Portfolio Holdings for Twin Lions Management
Twin Lions Management holds 8 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Credit Acceptance (CACC) | 23.0 | $35M | 75k | 466.93 | |
| Malibu Boats Com Cl A (MBUU) | 22.5 | $34M | 1.1M | 32.45 | |
| Dollar General (DG) | 19.9 | $30M | 292k | 103.35 | |
| Bank Ozk (OZK) | 9.9 | $15M | 296k | 50.98 | |
| Bank7 Corp (BSVN) | 9.4 | $14M | 310k | 46.27 | |
| Seaboard Corporation (SEB) | 9.2 | $14M | 3.8k | 3647.00 | |
| Synchrony Financial (SYF) | 4.1 | $6.3M | 89k | 71.05 | |
| Patrick Industries (PATK) | 2.0 | $3.0M | 29k | 103.43 |
