Twin Lions Management LLC
CIK
2055318
Location
Stamford, CT
Portfolio Value
Small
$158,122,992
Diversification
Moderately concentrated
Filing Date
Global Rank
#4,713
/ 8,603
▲ 284
· as of Mar 2026
Top Industry
Credit Services
29.6%
3Y Alpha vs SPY
-4.8%
Period ended 3 months ago
Filed May 15, 2026 · 55d
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+16.4%
SPY
+24.0%
Annualised alpha
-5.2%
Max drawdown
−19.7%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
10 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
26.0%
+0.9 pts
Top 5
80.8%
−3.9 pts
Top 10
100.0%
0.0 pts
HHI
1,589
Moderately concentrated−86
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 51.9% | $82,027,141 |
| Consumer Cyclical | 18.7% | $29,543,980 |
| Consumer Defensive | 18.1% | $28,673,861 |
| Industrials | 11.3% | $17,878,010 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced
5 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| DG | Dollar General Corp | −43,759 | 93,815 | $11,138,654 | |
| PATK | Patrick Industries Inc | −25,800 | 3,451 | $383,301 | |
| MBUU | Malibu Boats, Inc. | −24,852 | 1,113,201 | $28,854,169 | |
| SYF | Synchrony Financial | −4,838 | 83,962 | $5,711,094 | |
| SEB | Seaboard Corp /De/ | −1,236 | 3,162 | $17,878,010 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
10 positions ·
$158,122,992 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| CACC |
Credit Acceptance Corp
Financial Services
|
Added | 97,191 | $41,156,500 | 26.03% | |
| MBUU |
Malibu Boats, Inc.
Consumer Cyclical
|
Reduced | 1,113,201 | $28,854,169 | 18.25% | |
| OZK |
Bank OZK
Financial Services
|
Added | 485,160 | $22,263,991 | 14.08% | |
| SEB |
Seaboard Corp /De/
Industrials
|
Reduced | 3,162 | $17,878,010 | 11.31% | |
| CALM |
Cal-Maine Foods Inc
Consumer Defensive
|
NEW | 221,544 | $17,535,207 | 11.09% | |
| BSVN |
Bank7 Corp.
Financial Services
|
Added | 323,359 | $12,895,556 | 8.16% | |
| DG |
Dollar General Corp
Consumer Defensive
|
Reduced | 93,815 | $11,138,654 | 7.04% | |
| SYF |
Synchrony Financial
Financial Services
|
Reduced | 83,962 | $5,711,094 | 3.61% | |
| PATK |
Patrick Industries Inc
Consumer Cyclical
|
Reduced | 3,451 | $383,301 | 0.24% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
NEW | 1,820 | $306,510 | 0.19% |