Twin Lions Management
$128M 13F equity value
10 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Twin Lions Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| OZK | BANK OZK LITTLE ROCK ARK | 485,160 | $25M | 19.8% |
| CACC | CREDIT ACCEP CORP MICH | 35,587 | $23M | 17.8% |
| CALM | CAL MAINE FOODS INC | 221,544 | $18M | 14.0% |
| BKNG | BOOKING HOLDINGS INC | 80,904 | $14M | 11.3% |
| SEB | SEABOARD CORP DEL | 3,208 | $14M | 11.2% |
| MBUU | MALIBU BOATS INC | 504,210 | $14M | 10.8% |
| BSVN | BANK7 CORP | 255,197 | $12M | 9.8% |
| SYF | SYNCHRONY FINANCIAL | 83,962 | $6M | 5.0% |
| PATK | PATRICK INDS INC | 3,451 | $309,831 | 0.2% |
| DG | DOLLAR GEN CORP |
Track Twin Lions Management's 13F portfolio: $128M in reported holdings, 10 positions. Top holdings and quarterly changes on SentiSense.
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