Twin Lions Management LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| CAL MAINE FOODS INC(CALM) | 0 | 221,544 | +221,544 | 0 | 17,535,208 | 10.60% | +17,535,208 |
| BOOKING HOLDINGS INC(BKNG) | 0 | 1,820 | +1,820 | 0 | 7,662,782 | 4.63% | +7,662,782 |
| CREDIT ACCEP CORP MICH(CACC) | 83,958 | 97,191 | +13,233 | 37,232,015 | 41,156,501 | 24.87% | +3,924,486 |
| BANK OZK LITTLE ROCK ARK(OZK) | 398,660 | 485,160 | +86,500 | 18,346,333 | 22,263,992 | 13.45% | +3,917,659 |
| BANK7 CORP | 297,885 | 323,359 | +25,474 | 12,207,327 | 12,895,557 | 7.79% | +688,230 |
| SEABOARD CORP DEL(SEB) | 4,398 | 3,162 | -1,236 | 19,548,318 | 17,878,011 | 10.80% | -1,670,307 |
| SYNCHRONY FINANCIAL(SYF) | 88,800 | 83,962 | -4,838 | 7,408,584 | 5,711,095 | 3.45% | -1,697,489 |
| PATRICK INDS INC(PATK) | 29,251 | 3,451 | -25,800 | 3,171,686 | 383,303 | 0.23% | -2,788,383 |
| MALIBU BOATS INC | 1,138,053 | 1,113,201 | -24,852 | 32,104,475 | 28,854,170 | 17.44% | -3,250,305 |
| DOLLAR GEN CORP(DG) | 137,574 | 93,815 | -43,759 | 18,265,700 | 11,138,655 | 6.73% | -7,127,045 |