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13F-HR filed by Twin Lions Management LLC

Twin Lions Management LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-17, with 8 holding rows worth $148,284,438.

Accession
0000919574-26-001064
Filed
2026-02-17
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 16 entries on the cover page, a total value of $148,284,438 stated on the cover page (in dollars after the unit check, H1), rows summing to $148,284,438 with VALUE read as dollars as filed, 13F file number 028-25166. The quarter's positions are built on this report. The resolved quarter.

Other managers

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
CREDIT ACCEP CORP MICH225310101COM83,958$37,232,015dollars as filed
MALIBU BOATS INC A56117J100COMMON STOCK1,138,053$32,104,475dollars as filed
SEABOARD CORP DEL811543107COM4,398$19,548,318dollars as filed
BANK OZK LITTLE ROCK ARK COM06417N103Stock398,660$18,346,333dollars as filed
DOLLAR GEN CORP COM256677105Stock137,574$18,265,700dollars as filed
BANK7 CORP06652N107COMMON STOCK297,885$12,207,327dollars as filed
SYNCHRONYFINL87165B103STOK88,800$7,408,584dollars as filed
PATRICK INDS INC703343103COM29,251$3,171,686dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0000919574-26-001064this filing2026-02-17acceptance time not in the bulk data set