Twin Lions Management LLC Portfolio Holdings by Sector

Twin Lions Management LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Credit Services \| Financial Services CACC RM 2 stocks	$32.3 Million 31.31% of portfolio	2	-	2	-	0 Calls 0 Puts
Banks—Regional \| Financial Services BSVN OZK 2 stocks	$25.5 Million 24.73% of portfolio	2	-	2	-	0 Calls 0 Puts
Recreational Vehicles \| Consumer Cyclical MBUU 1 stocks	$19.8 Million 19.23% of portfolio	1	-	1	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive DG 1 stocks	$15.6 Million 15.12% of portfolio	1	-	1	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical PATK 1 stocks	$9.9 Million 9.61% of portfolio	1	-	1	-	0 Calls 0 Puts

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