Filed: 2/17/2026ACC: 0000919574-26-001064
📋 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 $148.28M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
8
Positions
$148.28M
Total AUM (reported)
2.18M
Total Shares
Allocation by class
COM$116.18M78.3%
COM CL A$32.10M21.7%
Portfolio Concentration
Top 3$88.88M59.9%
4–10$59.40M40.1%
Top 3 weight
59.9%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 2.18M
Sole
Full voting authority
2.18M
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
SOLEShares83.96K
TypeSH
Market value$37.23M
25.11%
Sole
83.96K
Shared
0.00
None
0.00
MALIBU BOATS INC
SOLEShares1.14M
TypeSH
Market value$32.10M
21.65%
Sole
1.14M
Shared
0.00
None
0.00
SEABOARD CORP DEL
SOLEShares4.40K
TypeSH
Market value$19.55M
13.18%
Sole
4.40K
Shared
0.00
None
0.00
BANK OZK LITTLE ROCK ARK
SOLEShares398.66K
TypeSH
Market value$18.35M
12.37%
Sole
398.66K
Shared
0.00
None
0.00
DOLLAR GEN CORP NEW
SOLEShares137.57K
TypeSH
Market value$18.27M
12.32%
Sole
137.57K
Shared
0.00
None
0.00
BANK7 CORP
SOLEShares297.88K
TypeSH
Market value$12.21M
8.23%
Sole
297.88K
Shared
0.00
None
0.00
SYNCHRONY FINANCIAL
SOLEShares88.80K
TypeSH
Market value$7.41M
5.00%
Sole
88.80K
Shared
0.00
None
0.00
PATRICK INDS INC
SOLEShares29.25K
TypeSH
Market value$3.17M
2.14%
Sole
29.25K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CREDIT ACCEP CORP MICHSOLE | COM | 83.96K | SH | $37.23M 25.11% | 83.96K | 0.00 | 0.00 |
MALIBU BOATS INCSOLE | COM CL A | 1.14M | SH | $32.10M 21.65% | 1.14M | 0.00 | 0.00 |
SEABOARD CORP DELSOLE | COM | 4.40K | SH | $19.55M 13.18% | 4.40K | 0.00 | 0.00 |
BANK OZK LITTLE ROCK ARKSOLE | COM | 398.66K | SH | $18.35M 12.37% | 398.66K | 0.00 | 0.00 |
DOLLAR GEN CORP NEWSOLE | COM | 137.57K | SH | $18.27M 12.32% | 137.57K | 0.00 | 0.00 |
BANK7 CORPSOLE | COM | 297.88K | SH | $12.21M 8.23% | 297.88K | 0.00 | 0.00 |
SYNCHRONY FINANCIALSOLE | COM | 88.80K | SH | $7.41M 5.00% | 88.80K | 0.00 | 0.00 |
PATRICK INDS INCSOLE | COM | 29.25K | SH | $3.17M 2.14% | 29.25K | 0.00 | 0.00 |