Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Twin Lions Management LLC (CIK 2055318) reported $165.5M across 10 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CACC ($41.2M, 24.87%), MBUU ($28.9M, 17.44%), OZK ($22.3M, 13.45%), SEB ($17.9M, 10.80%), CALM ($17.5M, 10.60%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CACC | CREDIT ACCEP CORP MICH | $41.2M | 24.87% | 97,191 | Added |
| 2 | MBUU | MALIBU BOATS INC | $28.9M | 17.44% | 1.1M | Trimmed |
| 3 | OZK | BANK OZK LITTLE ROCK ARK | $22.3M | 13.45% | 485,160 | Added |
| 4 | SEB | SEABOARD CORP DEL | $17.9M | 10.80% | 3,162 | Trimmed |
| 5 | CALM | CAL MAINE FOODS INC | $17.5M | 10.60% | 221,544 | New |
| 6 | BSVN | BANK7 CORP | $12.9M | 7.79% | 323,359 | Added |
| 7 | DG | DOLLAR GEN CORP | $11.1M | 6.73% | 93,815 | Trimmed |
| 8 | BKNG | BOOKING HOLDINGS INC | $7.7M | 4.63% | 1,820 | New |
| 9 | SYF | SYNCHRONY FINANCIAL | $5.7M | 3.45% | 83,962 | Trimmed |
| 10 | PATK | PATRICK INDS INC | $383,303 | 0.23% | 3,451 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31