Twin Lions Management LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$152.0B
Holdings
8
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (8 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CACCCREDIT ACCEP CORP MICH | 74,842 | $34.9B | 22.98% | |
| 2 | MBUUMALIBU BOATS INC | 1,052,102 | $34.1B | 22.46% | |
| 3 | DGDOLLAR GEN CORP NEW | 292,130 | $30.2B | 19.86% | |
| 4 | OZKBANK OZK LITTLE ROCK ARK | 296,015 | $15.1B | 9.93% | |
| 5 | BSVNBANK7 CORP | 309,501 | $14.3B | 9.42% | |
| 6 | SEBSEABOARD CORP DEL | 3,843 | $14.0B | 9.22% | |
| 7 | SYFSYNCHRONY FINANCIAL | 88,800 | $6.3B | 4.15% | |
| 8 | PATKPATRICK INDS INC | 29,251 | $3.0B | 1.99% |