Filed: 2/14/2025ACC: 0000919574-25-001356
📋 What this filing means
TWIN LIONS MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 7 equity positions with a total reported market value of $103.01M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
7
Positions
$103.01M
Total AUM (reported)
1.78M
Total Shares
Allocation by class
COM$83.20M80.8%
COM CL A$19.81M19.2%
Portfolio Concentration
Top 3$56.47M54.8%
4–10$46.54M45.2%
Top 3 weight
54.8%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 1.78M
Sole
Full voting authority
1.78M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole7
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings7
Rows:
CREDIT ACCEP CORP MICH
SOLEShares44.93K
TypeSH
Market value$21.09M
20.48%
Sole
44.93K
Shared
0.00
None
0.00
MALIBU BOATS INC
SOLEShares526.93K
TypeSH
Market value$19.81M
19.23%
Sole
526.93K
Shared
0.00
None
0.00
DOLLAR GEN CORP NEW
SOLEShares205.41K
TypeSH
Market value$15.57M
15.12%
Sole
205.41K
Shared
0.00
None
0.00
BANK7 CORP
SOLEShares299.23K
TypeSH
Market value$13.96M
13.55%
Sole
299.23K
Shared
0.00
None
0.00
BANK OZK LITTLE ROCK ARK
SOLEShares258.61K
TypeSH
Market value$11.52M
11.18%
Sole
258.61K
Shared
0.00
None
0.00
REGIONAL MGMT CORP
SOLEShares328.34K
TypeSH
Market value$11.16M
10.83%
Sole
328.34K
Shared
0.00
None
0.00
PATRICK INDS INC
SOLEShares119.17K
TypeSH
Market value$9.90M
9.61%
Sole
119.17K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CREDIT ACCEP CORP MICHSOLE | COM | 44.93K | SH | $21.09M 20.48% | 44.93K | 0.00 | 0.00 |
MALIBU BOATS INCSOLE | COM CL A | 526.93K | SH | $19.81M 19.23% | 526.93K | 0.00 | 0.00 |
DOLLAR GEN CORP NEWSOLE | COM | 205.41K | SH | $15.57M 15.12% | 205.41K | 0.00 | 0.00 |
BANK7 CORPSOLE | COM | 299.23K | SH | $13.96M 13.55% | 299.23K | 0.00 | 0.00 |
BANK OZK LITTLE ROCK ARKSOLE | COM | 258.61K | SH | $11.52M 11.18% | 258.61K | 0.00 | 0.00 |
REGIONAL MGMT CORPSOLE | COM | 328.34K | SH | $11.16M 10.83% | 328.34K | 0.00 | 0.00 |
PATRICK INDS INCSOLE | COM | 119.17K | SH | $9.90M 9.61% | 119.17K | 0.00 | 0.00 |