Filed: 8/13/2025ACC: 0000919574-25-004499
📋 What this filing means
TWIN LIONS MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 8 equity positions with a total reported market value of $153.59M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
8
Positions
$153.59M
Total AUM (reported)
2.54M
Total Shares
Allocation by class
COM$119.73M78.0%
COM CL A$33.86M22.0%
Portfolio Concentration
Top 3$102.45M66.7%
4–10$51.14M33.3%
Top 3 weight
66.7%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 2.54M
Sole
Full voting authority
2.54M
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)
Sole8
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings8
Rows:
CREDIT ACCEP CORP MICH
SOLEShares69.05K
TypeSH
Market value$35.18M
22.90%
Sole
69.05K
Shared
0.00
None
0.00
MALIBU BOATS INC
SOLEShares1.08M
TypeSH
Market value$33.86M
22.04%
Sole
1.08M
Shared
0.00
None
0.00
DOLLAR GEN CORP NEW
SOLEShares292.13K
TypeSH
Market value$33.41M
21.76%
Sole
292.13K
Shared
0.00
None
0.00
BANK OZK LITTLE ROCK ARK
SOLEShares340.33K
TypeSH
Market value$16.02M
10.43%
Sole
340.33K
Shared
0.00
None
0.00
BANK7 CORP
SOLEShares349.56K
TypeSH
Market value$14.62M
9.52%
Sole
349.56K
Shared
0.00
None
0.00
PATRICK INDS INC
SOLEShares84.65K
TypeSH
Market value$7.81M
5.09%
Sole
84.65K
Shared
0.00
None
0.00
REGIONAL MGMT CORP
SOLEShares231.57K
TypeSH
Market value$6.76M
4.40%
Sole
231.57K
Shared
0.00
None
0.00
SYNCHRONY FINANCIAL
SOLEShares88.80K
TypeSH
Market value$5.93M
3.86%
Sole
88.80K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CREDIT ACCEP CORP MICHSOLE | COM | 69.05K | SH | $35.18M 22.90% | 69.05K | 0.00 | 0.00 |
MALIBU BOATS INCSOLE | COM CL A | 1.08M | SH | $33.86M 22.04% | 1.08M | 0.00 | 0.00 |
DOLLAR GEN CORP NEWSOLE | COM | 292.13K | SH | $33.41M 21.76% | 292.13K | 0.00 | 0.00 |
BANK OZK LITTLE ROCK ARKSOLE | COM | 340.33K | SH | $16.02M 10.43% | 340.33K | 0.00 | 0.00 |
BANK7 CORPSOLE | COM | 349.56K | SH | $14.62M 9.52% | 349.56K | 0.00 | 0.00 |
PATRICK INDS INCSOLE | COM | 84.65K | SH | $7.81M 5.09% | 84.65K | 0.00 | 0.00 |
REGIONAL MGMT CORPSOLE | COM | 231.57K | SH | $6.76M 4.40% | 231.57K | 0.00 | 0.00 |
SYNCHRONY FINANCIALSOLE | COM | 88.80K | SH | $5.93M 3.86% | 88.80K | 0.00 | 0.00 |