13F HOLDINGS REPORT
KIZE CAPITAL LP
Quarter ended Q2 2023 · Filed May 12, 2023 · Accession 0000902664-23-003016
Total Value
$228.8M
Positions
6
Other Managers
0
Confidential Omitted
No
Holdings (6)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CREDIT ACCEP CORP MICH | 225310101 | 181,177 | $79.0M | 34.53% |
| 2 | CHARTER COMMUNICATIONS INC N | 16119P108 | 119,524 | $42.7M | 18.69% |
| 3 | KKR & CO INC | KKRT | 636,203 | $33.4M | 14.61% |
| 4 | AERCAP HOLDINGS NV | AER | 529,194 | $29.8M | 13.01% |
| 5 | T-MOBILE US INC | TMUSZ | 152,870 | $22.1M | 9.68% |
| 6 | BREAD FINANCIAL HOLDINGS INC | BFH-PA | 715,704 | $21.7M | 9.49% |