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Twin Lions Management LLC

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13F filer, CIK 2055318, Stamford, CT

Twin Lions Management LLC reported $153,586,566 across 8 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-13.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000919574-25-004499

Period
2025-06-30
Reported value
$154M
Holdings
8
Top 10 weight
100%
New
1
Sold out
0

Part of the filer group Twin Lions Management LLC

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MBUUadded+405,838$12.7M
CACCadded+23,580$12M
SYFnew+88,800$5.93M
DGadded+50,674$5.8M
OZKadded+63,800$3M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

None.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0000919574-25-004499, largest first. % of portfolio is the value over $153,586,566, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
CACCCREDIT ACCEP CORP MICHQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 44,931 shares; 2025Q1: 45,471 shares; 2025Q2: 69,051 shares 69,051$35.2M22.9%+23,580Timeline
MBUUMALIBU BOATS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 526,935 shares; 2025Q1: 674,463 shares; 2025Q2: 1,080,301 shares 1,080,301$33.9M22.04%+405,838Timeline
DGDOLLAR GEN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 205,406 shares; 2025Q1: 241,456 shares; 2025Q2: 292,130 shares 292,130$33.4M21.76%+50,674Timeline
OZKBANK OZK LITTLE ROCK ARKQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 258,612 shares; 2025Q1: 276,530 shares; 2025Q2: 340,330 shares 340,330$16M10.43%+63,800Timeline
BSVNBANK7 CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 299,231 shares; 2025Q1: 319,642 shares; 2025Q2: 349,563 shares 349,563$14.6M9.52%+29,921Timeline
PATKPATRICK INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 119,173 shares; 2025Q1: 84,651 shares; 2025Q2: 84,651 shares 84,651$7.81M5.09%0Timeline
RMREGIONAL MGMT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 328,336 shares; 2025Q1: 231,566 shares; 2025Q2: 231,566 shares 231,566$6.76M4.4%0Timeline
SYFSYNCHRONY FINANCIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 88,800 shares 88,800$5.93M3.86%newTimeline

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000919574-25-004499 base2025-08-13acceptance time not in the bulk data set