13F HOLDINGS REPORT
KIZE CAPITAL LP
Quarter ended Q1 2023 · Filed February 13, 2023 · Accession 0000902664-23-001567
Total Value
$239.0M
Positions
6
Other Managers
0
Confidential Omitted
No
Holdings (6)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Credit Accep Corp Mich | 225310101 | 177,977 | $84.4M | 35.33% |
| 2 | Charter Communications Inc N | 16119P108 | 119,524 | $40.5M | 16.96% |
| 3 | Bread Financial Holdings Inc | BFH-PA | 855,704 | $32.2M | 13.48% |
| 4 | AerCap Holdings NV | AER | 529,194 | $30.9M | 12.91% |
| 5 | KKR & Co Inc | KKRT | 636,203 | $29.5M | 12.36% |
| 6 | T-Mobile US Inc | TMUSZ | 152,870 | $21.4M | 8.96% |