Filed: 5/14/2025ACC: 0000919574-25-003017
📋 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 $103.93M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
7
Positions
$103.93M
Total AUM (reported)
1.87M
Total Shares
Allocation by class
COM$83.24M80.1%
COM CL A$20.69M19.9%
Portfolio Concentration
Top 3$65.40M62.9%
4–10$38.53M37.1%
Top 3 weight
62.9%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 1.87M
Sole
Full voting authority
1.87M
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
SOLEShares45.47K
TypeSH
Market value$23.48M
22.59%
Sole
45.47K
Shared
0.00
None
0.00
DOLLAR GEN CORP NEW
SOLEShares241.46K
TypeSH
Market value$21.23M
20.43%
Sole
241.46K
Shared
0.00
None
0.00
MALIBU BOATS INC
SOLEShares674.46K
TypeSH
Market value$20.69M
19.91%
Sole
674.46K
Shared
0.00
None
0.00
BANK7 CORP
SOLEShares319.64K
TypeSH
Market value$12.38M
11.91%
Sole
319.64K
Shared
0.00
None
0.00
BANK OZK LITTLE ROCK ARK
SOLEShares276.53K
TypeSH
Market value$12.02M
11.56%
Sole
276.53K
Shared
0.00
None
0.00
PATRICK INDS INC
SOLEShares84.65K
TypeSH
Market value$7.16M
6.89%
Sole
84.65K
Shared
0.00
None
0.00
REGIONAL MGMT CORP
SOLEShares231.57K
TypeSH
Market value$6.97M
6.71%
Sole
231.57K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CREDIT ACCEP CORP MICHSOLE | COM | 45.47K | SH | $23.48M 22.59% | 45.47K | 0.00 | 0.00 |
DOLLAR GEN CORP NEWSOLE | COM | 241.46K | SH | $21.23M 20.43% | 241.46K | 0.00 | 0.00 |
MALIBU BOATS INCSOLE | COM CL A | 674.46K | SH | $20.69M 19.91% | 674.46K | 0.00 | 0.00 |
BANK7 CORPSOLE | COM | 319.64K | SH | $12.38M 11.91% | 319.64K | 0.00 | 0.00 |
BANK OZK LITTLE ROCK ARKSOLE | COM | 276.53K | SH | $12.02M 11.56% | 276.53K | 0.00 | 0.00 |
PATRICK INDS INCSOLE | COM | 84.65K | SH | $7.16M 6.89% | 84.65K | 0.00 | 0.00 |
REGIONAL MGMT CORPSOLE | COM | 231.57K | SH | $6.97M 6.71% | 231.57K | 0.00 | 0.00 |