Twin Lions Management LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SEABOARD CORP DEL(SEB) | 0 | 3,843 | +3,843 | 0 | 14,015,421 | 9.22% | +14,015,421 |
| SYNCHRONY FINANCIAL(SYF) | 88,800 | 88,800 | 0 | 5,926,512 | 6,309,240 | 4.15% | +382,728 |
| MALIBU BOATS INC | 1,080,301 | 1,052,102 | -28,199 | 33,856,633 | 34,140,710 | 22.46% | +284,077 |
| CREDIT ACCEP CORP MICH(CACC) | 69,051 | 74,842 | +5,791 | 35,176,651 | 34,945,975 | 22.98% | -230,676 |
| BANK7 CORP | 349,563 | 309,501 | -40,062 | 14,622,220 | 14,320,611 | 9.42% | -301,609 |
| BANK OZK LITTLE ROCK ARK(OZK) | 340,330 | 296,015 | -44,315 | 16,015,930 | 15,090,845 | 9.93% | -925,085 |
| DOLLAR GEN CORP NEW(DG) | 292,130 | 292,130 | 0 | 33,413,829 | 30,191,636 | 19.86% | -3,222,193 |
| PATRICK INDS INC(PATK) | 84,651 | 29,251 | -55,400 | 7,810,748 | 3,025,431 | 1.99% | -4,785,317 |
| REGIONAL MGMT CORP | 231,566 | 0 | -231,566 | 6,764,043 | 0 | — | -6,764,043 |