Twin Lions Management LLC

CIK 2055318 · View on SEC EDGAR ↗

Portfolio value
$11.5M
#8,960 of 9,443 by 13F value · top 94.9%
Positions
9
As of
June 30, 2026

Portfolio value QoQ: -73.3% 13F does not disclose cash

Top 10 holdings weight
100.00%
Top 25 holdings weight
100.00%
Positions above 1%
8
Effective number of positions
7.0

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 4.81% Est. buys $1,315,461 · sells $42,004,582

Median holding: 6.0 quarters Tracked Q4 2024–Q2 2026 · 81.8% still held

New positions
0
Increased
2
Decreased
3
Closed
1
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Performance vs S&P 500

Tracked Q4 2024–Q2 2026
+26.2%
S&P 500 total return (same window)
+28.1%
Excess return
-1.8%

Annualized: +16.9% · S&P 500: +18.0%

Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.

Priceable coverage: 97.1% · Options excluded: 0.0%

Sector breakdown

Financials
31.0%
Consumer Discretionary
22.7%
Financial Services
20.8%
Consumer Staples
14.1%
Other/Unmapped
11.4%

Full portfolio 9 positions

Type Streak 8Q trend
OZK Bank OZK - Common Stock $2,301,232 19.94% 44,178 $273,904
CACC Credit Acceptance Corporation - Common Stock $2,070,041 17.93% 3,251 $-15,115,660 Down ×1
CALM Cal-Maine Foods, Inc. - Common Stock $1,625,701 14.08% 20,180 $28,454
BKNG Booking Holdings Inc. - Common Stock $1,318,263 11.42% 7,396 $619,350 Up ×1
SEB $1,312,513 11.37% 294 $-315,845 Up ×1
BSVN Bank7 Corp. - Common stock $1,282,196 11.11% 26,194 $108,208 Down ×4
MBUU Malibu Boats, Inc. - Common Stock $1,275,412 11.05% 46,497 $-12,480,825 Down ×4
SYF Synchrony Financial Common Stock $329,220 2.85% 4,329 $34,762
PATK Patrick Industries, Inc. - Common Stock $28,191 0.24% 314 $-6,685

Top movers (QoQ)

Security Action Shares Δ Value Δ
BKNG Bought more +7K +$619K
SEB Bought more +6 -$316K
OZK Price move only +0 +$274K
BSVN Trimmed -3K +$108K
SYF Price move only +0 +$35K
CALM Price move only +0 +$28K
PATK Price move only +0 -$7K

2 positions hidden (data completeness check)

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
RM Sept. 30, 2025 231,566 $6,764,043 -13.5%
DG June 30, 2026 40,362 $4,792,180 5.8%