13F HOLDINGS REPORT
KIZE CAPITAL LP
Quarter ended Q3 2023 · Filed August 11, 2023 · Accession 0000902664-23-004377
Total Value
$200.7M
Positions
6
Other Managers
0
Confidential Omitted
No
Holdings (6)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CREDIT ACCEP CORP MICH | 225310101 | 154,537 | $78.5M | 39.11% |
| 2 | CHARTER COMMUNICATIONS INC N | 16119P108 | 120,874 | $44.4M | 22.12% |
| 3 | KKR & CO INC | KKRT | 426,203 | $23.9M | 11.89% |
| 4 | AERCAP HOLDINGS NV | AER | 329,894 | $21.0M | 10.44% |
| 5 | BREAD FINANCIAL HOLDINGS INC | BFH-PA | 550,704 | $17.3M | 8.61% |
| 6 | T-MOBILE US INC | TMUSZ | 113,120 | $15.7M | 7.83% |