Twin Lions Management LLC Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$148.3M
Holdings
8
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (8 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CACCCREDIT ACCEP CORP MICH | 83,958 | $37.2M | 25.11% | |
| 2 | MBUUMALIBU BOATS INC | 1,138,053 | $32.1M | 21.65% | |
| 3 | SEBSEABOARD CORP DEL | 4,398 | $19.5M | 13.18% | |
| 4 | OZKBANK OZK LITTLE ROCK ARK | 398,660 | $18.3M | 12.37% | |
| 5 | DGDOLLAR GEN CORP NEW | 137,574 | $18.3M | 12.32% | |
| 6 | BSVNBANK7 CORP | 297,885 | $12.2M | 8.23% | |
| 7 | SYFSYNCHRONY FINANCIAL | 88,800 | $7.4M | 5.00% | |
| 8 | PATKPATRICK INDS INC | 29,251 | $3.2M | 2.14% |