Twin Lions Management as of Dec. 31, 2025
Portfolio Holdings for Twin Lions Management
Twin Lions Management holds 8 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Credit Acceptance (CACC) | 25.1 | $37M | 84k | 443.46 | |
| Malibu Boats Com Cl A (MBUU) | 21.7 | $32M | 1.1M | 28.21 | |
| Seaboard Corporation (SEB) | 13.2 | $20M | 4.4k | 4444.82 | |
| Bank Ozk (OZK) | 12.4 | $18M | 399k | 46.02 | |
| Dollar General (DG) | 12.3 | $18M | 138k | 132.77 | |
| Bank7 Corp (BSVN) | 8.2 | $12M | 298k | 40.98 | |
| Synchrony Financial (SYF) | 5.0 | $7.4M | 89k | 83.43 | |
| Patrick Industries (PATK) | 2.1 | $3.2M | 29k | 108.43 |
