# Twin Lions Management LLC: Form 13F holdings

An institutional investment manager in Stamford, CT. SEC CIK 2055318.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $127.5m
- Positions: 9 (18 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/2055318/000091957426005470/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [BANK OZK LITTLE ROCK ARK (OZK)](/companies/ozk.md) | COM | $25.3m | 19.8% | 485,160 |  | Unchanged |
| [CREDIT ACCEP CORP MICH (CACC)](/companies/cacc.md) | COM | $22.7m | 17.8% | 35,587 |  | Reduced −61,604 |
| [CAL MAINE FOODS INC (CALM)](/companies/calm.md) | COM NEW | $17.8m | 14.0% | 221,544 |  | Unchanged |
| [BOOKING HOLDINGS INC (BKNG)](/companies/bkng.md) | COM | $14.4m | 11.3% | 80,904 |  | Added +79,084 |
| [SEABOARD CORP DEL (SEB)](/companies/seb.md) | COM | $14.3m | 11.2% | 3,208 |  | Added +46 |
| [MALIBU BOATS INC (MBUU)](/companies/mbuu.md) | COM CL A | $13.8m | 10.8% | 504,210 |  | Reduced −608,991 |
| [BANK7 CORP (BSVN)](/companies/bsvn.md) | COM | $12.5m | 9.8% | 255,197 |  | Reduced −68,162 |
| [SYNCHRONY FINANCIAL (SYF)](/companies/syf.md) | COM | $6.4m | 5.0% | 83,962 |  | Unchanged |
| [PATRICK INDS INC (PATK)](/companies/patk.md) | COM | $309.8k | 0.2% | 3,451 |  | Unchanged |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [DOLLAR GEN CORP (DG)](/companies/dg.md) | COM | $0 | 0.0% | 0 |  | Sold out −93,815 |

Source: SEC EDGAR, Form 13F-HR, accession 0000919574-26-005470. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.