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13F-HR filed by Twin Lions Management LLC

Twin Lions Management LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-14, with 9 holding rows worth $127,538,649.

Accession
0000919574-26-005470
Filed
2026-08-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2026

A holdings report, 18 entries on the cover page, a total value of $127,538,649 stated on the cover page (in dollars after the unit check, H1), rows summing to $127,538,649 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
BANK OZK LITTLE ROCK ARK COM06417N103Stock485,160$25,271,984dollars as filed
CREDIT ACCEP CORP MICH225310101COM35,587$22,659,666dollars as filed
CAL MAINE FOODS INC COM NEW128030202Stock221,544$17,847,585dollars as filed
Booking Holdings Inc.09857L108COM80,904$14,420,329dollars as filed
SEABOARD CORP DEL811543107COM3,208$14,321,571dollars as filed
MALIBU BOATS INC A56117J100COMMON STOCK504,210$13,830,480dollars as filed
BANK7 CORP06652N107COMMON STOCK255,197$12,491,893dollars as filed
SYNCHRONYFINL87165B103STOK83,962$6,385,310dollars as filed
PATRICK INDS INC703343103COM3,451$309,831dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0000919574-26-005470this filing2026-08-14acceptance time not in the bulk data set