Twin Lions – Twin Lions Management LLC

Hist	Stock	Activity	Share change	% change to portfolio
Q1 2026filed May 15, 262 new3 added3 reduced
≡	CALM – CAL MAINE FOODS INC	Buy	221,544	10.60
≡	DG – DOLLAR GEN CORP	Reduce 32.00%	−43,759	−5.59
≡	BKNG – BOOKING HOLDINGS INC	Buy	1,820	4.63
≡	SEB – SEABOARD CORP DEL	Reduce 28.00%	−1,236	−2.38
≡	PATK – PATRICK INDS INC	Reduce 88.00%	−25,800	−1.91
≡	OZK – BANK OZK LITTLE ROCK ARK	Add 22.00%	86,500	1.08
≡	BSVN – BANK7 CORP	Add 9.00%	25,474	−0.44
≡	CACC – CREDIT ACCEP CORP MICH	Add 16.00%	13,233	−0.24
Q4 2025filed Feb 17, 264 added1 reduced
≡	DG – DOLLAR GEN CORP NEW	Reduce 53.00%	−154,556	−7.54
≡	SEB – SEABOARD CORP DEL	Add 14.00%	555	3.96
≡	OZK – BANK OZK LITTLE ROCK ARK	Add 35.00%	102,645	2.45
≡	CACC – CREDIT ACCEP CORP MICH	Add 12.00%	9,116	2.12
Q3 2025filed Nov 14, 251 new1 added3 reduced1 exited
≡	SEB – SEABOARD CORP DEL	Buy	3,843	9.22
≡	RM – REGIONAL MGMT CORP	Sell	−231,566	−4.40
≡	PATK – PATRICK INDS INC	Reduce 65.00%	−55,400	−3.10
≡	OZK – BANK OZK LITTLE ROCK ARK	Reduce 13.00%	−44,315
Q2 2025filed Aug 13, 251 new5 added
≡	SYF – SYNCHRONY FINANCIAL	Buy	88,800	3.86
≡	BSVN – BANK7 CORP	Add 9.00%	29,921	−2.39
≡	MBUU – MALIBU BOATS INC	Add 60.00%	405,838	2.13
≡	DG – DOLLAR GEN CORP NEW	Add 21.00%	50,674	1.33
Q1 2025filed May 14, 254 added2 reduced
≡	DG – DOLLAR GEN CORP NEW	Add 18.00%	36,050	5.31
≡	RM – REGIONAL MGMT CORP	Reduce 29.00%	−96,770	−4.12
≡	PATK – PATRICK INDS INC	Reduce 29.00%	−34,522	−2.72
≡	BSVN – BANK7 CORP	Add 7.00%	20,411	−1.64