Twin Lions – Twin Lions Management

Hist	Stock	Activity	Share change	% change to portfolio
Q2 2026filed Aug 14, 261 added3 reduced1 exited
≡	BKNG – BOOKING HOLDINGS INC	Add 4345.27%	79,084	6.68
Q1 2026filed May 15, 262 new3 added4 reduced
≡	CALM – CAL MAINE FOODS INC	Buy	221,544	10.60
≡	BKNG – BOOKING HOLDINGS INC	Buy	1,820	4.63
≡	OZK – BANK OZK LITTLE ROCK ARK	Add 21.70%	86,500	1.08
≡	BSVN – BANK7 CORP	Add 8.55%	25,474	−0.44
≡	CACC – CREDIT ACCEP CORP MICH	Add 15.76%	13,233	−0.24
Q4 2025filed Feb 17, 264 added1 reduced
≡	SEB – SEABOARD CORP DEL	Add 14.44%	555	3.96
≡	OZK – BANK OZK LITTLE ROCK ARK	Add 34.68%	102,645	2.45
≡	CACC – CREDIT ACCEP CORP MICH	Add 12.18%	9,116	2.12
≡	MBUU – MALIBU BOATS INC	Add 8.17%	85,951	−0.80
Q3 2025filed Nov 14, 251 new1 added3 reduced1 exited
≡	SEB – SEABOARD CORP DEL	Buy	3,843	9.22
≡	CACC – CREDIT ACCEP CORP MICH	Add 8.39%	5,791	0.08
Q2 2025filed Aug 13, 251 new5 added
≡	SYF – SYNCHRONY FINANCIAL	Buy	88,800	3.86
≡	BSVN – BANK7 CORP	Add 9.36%	29,921	−2.39
≡	MBUU – MALIBU BOATS INC	Add 60.17%	405,838	2.13
≡	DG – DOLLAR GEN CORP NEW	Add 20.99%	50,674	1.33
Q1 2025filed May 14, 254 added2 reduced
≡	DG – DOLLAR GEN CORP NEW	Add 17.55%	36,050	5.31
≡	BSVN – BANK7 CORP	Add 6.82%	20,411	−1.64
≡	MBUU – MALIBU BOATS INC	Add 28.00%	147,528	0.68
≡	OZK – BANK OZK LITTLE ROCK ARK	Add 6.93%	17,918	0.38