Twin Lions Management LLC Long-Term Concentrated

CIK: 0002055318 · Show all filings

Period: Q4 2024 (Next →)

Filing Date: Feb 14, 2025

Total Value ($000): $103,011 (100.0% shares, 0.0% debt)

Holdings (7)

CACC CREDIT ACCEP CORP MICH 20.5%

Value ($000) $21,093 Shares 44,931 Est. Cost $463.66 Unrealized 0.0%

MBUU MALIBU BOATS INC 19.2%

Value ($000) $19,807 Shares 526,935 Est. Cost $41.45 Unrealized 0.0%

DG DOLLAR GEN CORP NEW 15.1%

Value ($000) $15,574 Shares 205,406 Est. Cost $76.78 Unrealized 0.0%

BSVN BANK7 CORP 13.6%

Value ($000) $13,962 Shares 299,231 Est. Cost $42.85 Unrealized 0.0%

OZK BANK OZK LITTLE ROCK ARK 11.2%

Value ($000) $11,516 Shares 258,612 Est. Cost $43.52 Unrealized 0.0%

RM REGIONAL MGMT CORP 10.8%

Value ($000) $11,157 Shares 328,336 Est. Cost $29.85 Unrealized 0.0%

PATK PATRICK INDS INC 9.6%

Value ($000) $9,901 Shares 119,173 Est. Cost $87.55 Unrealized 0.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
CACC	CREDIT ACCEP CORP MICH	44,931	$21,093	20.5%	$463.66	0.0%	COM	225310101
MBUU	MALIBU BOATS INC	526,935	$19,807	19.2%	$41.45	0.0%	COM CL A	56117J100
DG	DOLLAR GEN CORP NEW	205,406	$15,574	15.1%	$76.78	0.0%	COM	256677105
BSVN	BANK7 CORP	299,231	$13,962	13.6%	$42.85	0.0%	COM	06652N107
OZK	BANK OZK LITTLE ROCK ARK	258,612	$11,516	11.2%	$43.52	0.0%	COM	06417N103
RM	REGIONAL MGMT CORP	328,336	$11,157	10.8%	$29.85	0.0%	COM	75902K106
PATK	PATRICK INDS INC	119,173	$9,901	9.6%	$87.55	0.0%	COM	703343103