Twin Lions Management LLC: 13F holdings
CIK 20553182026Q2
| Positions | 9 |
|---|
| Reported value | $127.5m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 9 (-1 vs prior quarter) |
|---|
| Reported value | $127.5m (-22.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| OZK BANK OZK LITTLE ROCK ARK | 485,160 | $25.3m | 19.8% |
| CACC CREDIT ACCEP CORP MICH | 35,587 | $22.7m | 17.8% |
| CALM CAL MAINE FOODS INC | 221,544 | $17.8m | 14.0% |
| BKNG BOOKING HOLDINGS INC | 80,904 | $14.4m | 11.3% |
| SEB SEABOARD CORP DEL | 3,208 | $14.3m | 11.2% |
| MBUU MALIBU BOATS INC | 504,210 | $13.8m | 10.8% |
| BSVN BANK7 CORP | 255,197 | $12.5m | 9.8% |
| SYF SYNCHRONY FINANCIAL | 83,962 | $6.4m | 5.0% |
| PATK PATRICK INDS INC | 3,451 | $309,831 | 0.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2055318")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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