Twin Lions – Twin Lions Management

Hist	Stock	Activity	Share change	% change to portfolio
Q2 2026filed Aug 14, 261 added3 reduced1 exited
≡	CACC – CREDIT ACCEP CORP MICH	Reduce 63.38%	−61,604	−7.10
≡	DG – DOLLAR GEN CORP	Sell	−93,815	−6.73
≡	MBUU – MALIBU BOATS INC	Reduce 54.71%	−608,991	−6.59
≡	BSVN – BANK7 CORP	Reduce 21.08%	−68,162	2.00
Q1 2026filed May 15, 262 new3 added4 reduced
≡	DG – DOLLAR GEN CORP	Reduce 31.81%	−43,759	−5.59
≡	SEB – SEABOARD CORP DEL	Reduce 28.10%	−1,236	−2.38
≡	PATK – PATRICK INDS INC	Reduce 88.20%	−25,800	−1.91
≡	SYF – SYNCHRONY FINANCIAL	Reduce 5.45%	−4,838	−1.55
Q4 2025filed Feb 17, 264 added1 reduced
≡	DG – DOLLAR GEN CORP NEW	Reduce 52.91%	−154,556	−7.54
Q3 2025filed Nov 14, 251 new1 added3 reduced1 exited
≡	RM – REGIONAL MGMT CORP	Sell	−231,566	−4.40
≡	PATK – PATRICK INDS INC	Reduce 65.45%	−55,400	−3.10
≡	OZK – BANK OZK LITTLE ROCK ARK	Reduce 13.02%	−44,315	−0.50
≡	BSVN – BANK7 CORP	Reduce 11.46%	−40,062
Q1 2025filed May 14, 254 added2 reduced
≡	RM – REGIONAL MGMT CORP	Reduce 29.47%	−96,770	−4.12
≡	PATK – PATRICK INDS INC	Reduce 28.97%	−34,522	−2.72