Q1 2025 · 13F-HR
Twin Lions Management LLCholdings as filed
Filed 2025-05-14 · accession 0000919574-25-003017
$103.9M
Reported value
7
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 225310101 | CACC | CREDIT ACCEP CORP MICH | $23.5M | 22.6% | 45,471 | Common | SOLE |
| 256677105 | DG | DOLLAR GEN CORP NEW | $21.2M | 20.4% | 241,456 | Common | SOLE |
| 56117J100 | MBUU | MALIBU BOATS INC | $20.7M | 19.9% | 674,463 | Common | SOLE |
| 06652N107 | BSVN | BANK7 CORP | $12.4M | 11.9% | 319,642 | Common | SOLE |
| 06417N103 | OZK | BANK OZK LITTLE ROCK ARK | $12.0M | 11.6% | 276,530 | Common | SOLE |
| 703343103 | PATK | PATRICK INDS INC | $7.2M | 6.89% | 84,651 | Common | SOLE |
| 75902K106 | RM | REGIONAL MGMT CORP | $7.0M | 6.71% | 231,566 | 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.