Twin Lions Management LLC Q1 2025 Filing

Filed May 14, 2025

Portfolio Value

$103.9B

Holdings

7

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (7 positions)

#StockSharesValue% PortfolioType
1
CACCCREDIT ACCEP CORP MICH
45,471$23.5B22.59%
2
DGDOLLAR GEN CORP NEW
241,456$21.2B20.43%
3
MBUUMALIBU BOATS INC
674,463$20.7B19.91%
4
BSVNBANK7 CORP
319,642$12.4B11.91%
5
OZKBANK OZK LITTLE ROCK ARK
276,530$12.0B11.56%
6
PATKPATRICK INDS INC
84,651$7.2B6.89%
7
RMREGIONAL MGMT CORP
231,566$7.0B6.71%