Q4 2024 · 13F-HR
Twin Lions Management LLCholdings as filed
Filed 2025-02-14 · accession 0000919574-25-001356
$103.0M
Reported value
7
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 225310101 | CACC | CREDIT ACCEP CORP MICH | $21.1M | 20.5% | 44,931 | Common | SOLE |
| 56117J100 | MBUU | MALIBU BOATS INC | $19.8M | 19.2% | 526,935 | Common | SOLE |
| 256677105 | DG | DOLLAR GEN CORP NEW | $15.6M | 15.1% | 205,406 | Common | SOLE |
| 06652N107 | BSVN | BANK7 CORP | $14.0M | 13.6% | 299,231 | Common | SOLE |
| 06417N103 | OZK | BANK OZK LITTLE ROCK ARK | $11.5M | 11.2% | 258,612 | Common | SOLE |
| 75902K106 | RM | REGIONAL MGMT CORP | $11.2M | 10.8% | 328,336 | Common | SOLE |
| 703343103 | PATK | PATRICK INDS INC | $9.9M | 9.61% | 119,173 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.