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13F-HR filed by Twin Lions Management LLC

Twin Lions Management LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-15, with 10 holding rows worth $165,479,274.

Accession
0000919574-26-003176
Filed
2026-05-15
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2026

A holdings report, 20 entries on the cover page, a total value of $165,479,274 stated on the cover page (in dollars after the unit check, H1), rows summing to $165,479,274 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 MICH225310101COM97,191$41,156,501dollars as filed
MALIBU BOATS INC A56117J100COMMON STOCK1,113,201$28,854,170dollars as filed
BANK OZK LITTLE ROCK ARK COM06417N103Stock485,160$22,263,992dollars as filed
SEABOARD CORP DEL811543107COM3,162$17,878,011dollars as filed
CAL MAINE FOODS INC COM NEW128030202Stock221,544$17,535,208dollars as filed
BANK7 CORP06652N107COMMON STOCK323,359$12,895,557dollars as filed
DOLLAR GEN CORP COM256677105Stock93,815$11,138,655dollars as filed
Booking Holdings Inc.09857L108COM1,820$7,662,782dollars as filed
SYNCHRONYFINL87165B103STOK83,962$5,711,095dollars as filed
PATRICK INDS INC703343103COM3,451$383,303dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0000919574-26-003176this filing2026-05-15acceptance time not in the bulk data set