Holdings
Twin Lions Management LLC
As of Jun 30, 2026, Twin Lions Management LLC reported 9 positions worth US$128M. Largest: Bank Ozk, Credit Acceptance Corporation and Cal-maine Foods, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Bank Ozk | 485K | US$25.3M | no change | Jun 30, 2026 |
| Credit Acceptance Corporation | 35,587 | US$22.7M | −61,604 | Jun 30, 2026 |
| Cal-maine Foods, Inc. | 222K | US$17.8M | no change | Jun 30, 2026 |
| Booking Holdings Inc. Common Stock | 80,904 | US$14.4M | +79,084 | Jun 30, 2026 |
| Seaboard Corporation | 3,208 | US$14.3M | +46 | Jun 30, 2026 |
| Malibu Boats, Inc. | 504K | US$13.8M | −609K | Jun 30, 2026 |
| Bank7 Corp. | 255K | US$12.5M | −68,162 | Jun 30, 2026 |
| Synchrony Financial | 83,962 | US$6.39M | no change | Jun 30, 2026 |
| Patrick Industries, Inc. | 3,451 | US$310K | no change | Jun 30, 2026 |