Twin Lions Management LLC reported 18 holdings worth US$128M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Twin Lions Management LLC reported 18 holdings worth US$128M as of Jun 30, 2026. Largest: Bank Ozk, Credit Acceptance Corporation and Cal-maine Foods, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 18
- Value as reported
- US$128M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Bank Ozk | 485K | US$25.3M | 19.8% |
| Credit Acceptance Corporation | 35,587 | US$22.7M | 17.8% |
| Cal-maine Foods, Inc. | 222K | US$17.8M | 14.0% |
| Booking Holdings Inc. Common Stock | 80,904 | US$14.4M | 11.3% |
| Seaboard Corporation | 3,208 | US$14.3M | 11.2% |
| Malibu Boats, Inc. | 504K | US$13.8M | 10.8% |
| Bank7 Corp. | 255K | US$12.5M | 9.8% |
| Synchrony Financial | 83,962 | US$6.39M | 5.0% |
| Patrick Industries, Inc. | 3,451 | US$310K | 0.24% |
| Dollar General Corporation | 0 | US$0 | 0.00% |