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 SYF 3 stocks	$47.9 Million 31.17% of portfolio	2	-	1	-	0 Calls 0 Puts
Recreational Vehicles \| Consumer Cyclical MBUU 1 stocks	$33.9 Million 22.04% of portfolio	1	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive DG 1 stocks	$33.4 Million 21.76% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services OZK BSVN 2 stocks	$30.6 Million 19.95% of portfolio	2	-	-	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical PATK 1 stocks	$7.81 Million 5.09% of portfolio	-	-	-	-	0 Calls 0 Puts

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