Twin Lions Management as of June 30, 2026
Portfolio Holdings for Twin Lions Management
Twin Lions Management holds 9 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Bank Ozk (OZK) | 19.8 | $25M | 485k | 52.09 | |
| Credit Acceptance (CACC) | 17.8 | $23M | 36k | 636.74 | |
| Cal Maine Foods Com New (CALM) | 14.0 | $18M | 222k | 80.56 | |
| Booking Holdings (BKNG) | 11.3 | $14M | 81k | 178.24 | |
| Seaboard Corporation (SEB) | 11.2 | $14M | 3.2k | 4464.33 | |
| Malibu Boats Com Cl A (MBUU) | 10.8 | $14M | 504k | 27.43 | |
| Bank7 Corp (BSVN) | 9.8 | $13M | 255k | 48.95 | |
| Synchrony Financial (SYF) | 5.0 | $6.4M | 84k | 76.05 | |
| Patrick Industries (PATK) | 0.2 | $310k | 3.5k | 89.78 |
