Twin Lions Management as of March 31, 2026
Portfolio Holdings for Twin Lions Management
Twin Lions Management holds 10 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Credit Acceptance (CACC) | 24.9 | $41M | 97k | 423.46 | |
| Malibu Boats Com Cl A (MBUU) | 17.4 | $29M | 1.1M | 25.92 | |
| Bank Ozk (OZK) | 13.5 | $22M | 485k | 45.89 | |
| Seaboard Corporation (SEB) | 10.8 | $18M | 3.2k | 5654.02 | |
| Cal Maine Foods Com New (CALM) | 10.6 | $18M | 222k | 79.15 | |
| Bank7 Corp (BSVN) | 7.8 | $13M | 323k | 39.88 | |
| Dollar General (DG) | 6.7 | $11M | 94k | 118.73 | |
| Booking Holdings (BKNG) | 4.6 | $7.7M | 1.8k | 4210.32 | |
| Synchrony Financial (SYF) | 3.5 | $5.7M | 84k | 68.02 | |
| Patrick Industries (PATK) | 0.2 | $383k | 3.5k | 111.07 |
