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| Name: |
Twin Lions Management LLC |
| City: |
Stamford |
| State: |
CT |
| Zip: |
06901 |
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data |
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| Holdings
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
CACC |
Credit Acceptance Corporation |
1 |
- |
$530.57 |
$23,479,000 |
45,471 |
22.59% |
2,386,000 |
540 |
0.258 |
Credit Services |
|
|
DG |
Dollar General Corp |
2 |
- |
$114.11 |
$21,231,000 |
241,456 |
20.43% |
5,657,000 |
36,050 |
0.01 |
Discount, Variety Stores |
|
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MBUU |
Malibu Boats, Inc. |
3 |
- |
$34.77 |
$20,693,000 |
674,463 |
19.91% |
886,000 |
147,528 |
3.255 |
N/A |
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BSVN |
Bank7 Corp |
4 |
- |
$44.49 |
$12,383,000 |
319,642 |
11.91% |
-1,579,000 |
20,411 |
3.137 |
N/A |
|
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OZK |
Bank OZK |
5 |
- |
$51.00 |
$12,015,000 |
276,530 |
11.56% |
499,000 |
17,918 |
0.214 |
Domestic Regional Banks |
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PATK |
Patrick Industries Inc |
6 |
- |
$98.45 |
$7,158,000 |
84,651 |
6.89% |
-2,743,000 |
-34,522 |
0.362 |
Building Materials Wh... |
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RM |
Regional Management Corp. |
7 |
- |
$32.94 |
$6,972,000 |
231,566 |
6.71% |
-4,185,000 |
-96,770 |
2.042 |
Credit Services |
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