Filed: 11/14/2025ACC: 0000919574-25-006906
📋 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 $152.04M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
8
Positions
$152.04M
Total AUM (reported)
2.15M
Total Shares
Allocation by class
COM$117.90M77.5%
COM CL A$34.14M22.5%
Portfolio Concentration
Top 3$99.28M65.3%
4–10$52.76M34.7%
Top 3 weight
65.3%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 2.15M
Sole
Full voting authority
2.15M
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
SOLEShares74.84K
TypeSH
Market value$34.95M
22.98%
Sole
74.84K
Shared
0.00
None
0.00
MALIBU BOATS INC
SOLEShares1.05M
TypeSH
Market value$34.14M
22.46%
Sole
1.05M
Shared
0.00
None
0.00
DOLLAR GEN CORP NEW
SOLEShares292.13K
TypeSH
Market value$30.19M
19.86%
Sole
292.13K
Shared
0.00
None
0.00
BANK OZK LITTLE ROCK ARK
SOLEShares296.01K
TypeSH
Market value$15.09M
9.93%
Sole
296.01K
Shared
0.00
None
0.00
BANK7 CORP
SOLEShares309.50K
TypeSH
Market value$14.32M
9.42%
Sole
309.50K
Shared
0.00
None
0.00
SEABOARD CORP DEL
SOLEShares3.84K
TypeSH
Market value$14.02M
9.22%
Sole
3.84K
Shared
0.00
None
0.00
SYNCHRONY FINANCIAL
SOLEShares88.80K
TypeSH
Market value$6.31M
4.15%
Sole
88.80K
Shared
0.00
None
0.00
PATRICK INDS INC
SOLEShares29.25K
TypeSH
Market value$3.03M
1.99%
Sole
29.25K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CREDIT ACCEP CORP MICHSOLE | COM | 74.84K | SH | $34.95M 22.98% | 74.84K | 0.00 | 0.00 |
MALIBU BOATS INCSOLE | COM CL A | 1.05M | SH | $34.14M 22.46% | 1.05M | 0.00 | 0.00 |
DOLLAR GEN CORP NEWSOLE | COM | 292.13K | SH | $30.19M 19.86% | 292.13K | 0.00 | 0.00 |
BANK OZK LITTLE ROCK ARKSOLE | COM | 296.01K | SH | $15.09M 9.93% | 296.01K | 0.00 | 0.00 |
BANK7 CORPSOLE | COM | 309.50K | SH | $14.32M 9.42% | 309.50K | 0.00 | 0.00 |
SEABOARD CORP DELSOLE | COM | 3.84K | SH | $14.02M 9.22% | 3.84K | 0.00 | 0.00 |
SYNCHRONY FINANCIALSOLE | COM | 88.80K | SH | $6.31M 4.15% | 88.80K | 0.00 | 0.00 |
PATRICK INDS INCSOLE | COM | 29.25K | SH | $3.03M 1.99% | 29.25K | 0.00 | 0.00 |