Twin Lions Management LLC
CIK: 0002055318Latest portfolio: $148.3M · Q4 2025
Holdings
8
Total Value
$148.3M
New Positions
0
Closed Positions
0
Top Holdings
| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | CACCCREDIT ACCEP CORP MICH | 83,958 | $37.2M | 25.11% | +9K | |
| 2 | MBUUMALIBU BOATS INC | 1,138,053 | $32.1M | 21.65% | +86K | |
| 3 | SEBSEABOARD CORP DEL | 4,398 | $19.5M | 13.18% | +555 | |
| 4 | OZKBANK OZK LITTLE ROCK ARK | 398,660 | $18.3M | 12.37% | +103K | |
| 5 | DGDOLLAR GEN CORP NEW | 137,574 | $18.3M | 12.32% | -154,556 | |
| 6 | BSVNBANK7 CORP | 297,885 | $12.2M | 8.23% | -11,616 | |
| 7 | SYFSYNCHRONY FINANCIAL | 88,800 | $7.4M | 5.00% | — | |
| 8 | PATKPATRICK INDS INC | 29,251 | $3.2M | 2.14% | — |
Sector Breakdown
Financial Services0.0% ($3723118345.1T)
Consumer Cyclical0.0% ($321.0B)
Industrials0.0% ($19.5M)
Consumer Defensive0.0% ($18.3M)
Filing History
Fund Information
Twin Lions Management LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $148.3M across 8 holdings. The largest position is CREDIT ACCEP CORP MICH (CACC), representing 25.1% of the portfolio. Compared to the previous quarter, the fund opened 0 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.