Twin Lions Management LLC
9 holdingsFiling period: 2026-06-30Current AUM: $113.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | OZK | Bank Ozk Little Rock Ark | 485.2K | $25.3M | $24.6M | 21.63% | -- | 2026-06-30 |
| 2 | CACC | Credit Accep Corp Mich | 35.6K | $22.7M | $18.8M | 16.59% | -61,604 | 2026-06-30 |
| 3 | CALM | Cal Maine Foods Inc | 221.5K | $17.8M | $14.3M | 12.60% | -- | 2026-06-30 |
| 4 | BKNG | Booking Holdings Inc | 80.9K | $14.4M | $13.0M | 11.44% | +79.1K | 2026-06-30 |
| 5 | SEB | Seaboard Corp Del | 3.2K | $14.3M | $11.3M | 9.96% | +46 | 2026-06-30 |
| 6 | MBUU | Malibu Boats Inc | 504.2K | $13.8M | $10.2M | 8.97% | -608,991 | 2026-06-30 |
| 7 | BSVN | Bank7 Corp | 255.2K | $12.5M | $14.9M | 13.12% | -68,162 | 2026-06-30 |
| 8 | SYF | Synchrony Financial | 84.0K | $6.4M | $6.2M | 5.45% | -- | 2026-06-30 |
| 9 | PATK | Patrick Inds Inc | 3.5K | $309K | $271K | 0.24% | -- | 2026-06-30 |
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