TLM

Twin Lions Management Portfolio holdings

AUM $148M
1-Year Est. Return 11.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148M
AUM Growth
-$3.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1
+$4.8M
2
+$4.23M
3
+$2.49M
4
SEB icon
Seaboard Corp
SEB
+$2.19M

Top Sells

1
+$17.2M
2
+$496K

Sector Composition

1 Financials 50.71%
2 Consumer Staples 25.5%
3 Consumer Discretionary 23.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CACC icon
1
Credit Acceptance
CACC
$4.63B
$37.2M 25.11%
83,958
+9,116
MBUU icon
2
Malibu Boats
MBUU
$469M
$32.1M 21.65%
1,138,053
+85,951
SEB icon
3
Seaboard Corp
SEB
$4.71B
$19.5M 13.18%
4,398
+555
OZK icon
4
Bank OZK
OZK
$4.84B
$18.3M 12.37%
398,660
+102,645
DG icon
5
Dollar General
DG
$27.4B
$18.3M 12.32%
137,574
-154,556
BSVN icon
6
Bank7 Corp
BSVN
$364M
$12.2M 8.23%
297,885
-11,616
SYF icon
7
Synchrony
SYF
$23B
$7.41M 5%
88,800
PATK icon
8
Patrick Industries
PATK
$3.6B
$3.17M 2.14%
29,251