13F HOLDINGS REPORT
KIZE CAPITAL LP
Quarter ended Q4 2023 · Filed November 13, 2023 · Accession 0000902664-23-005471
Total Value
$161.2M
Positions
6
Other Managers
0
Confidential Omitted
No
Holdings (6)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CREDIT ACCEP CORP MICH | 225310101 | 132,263 | $60.9M | 37.75% |
| 2 | CHARTER COMMUNICATIONS INC N | 16119P108 | 91,232 | $40.1M | 24.89% |
| 3 | AERCAP HOLDINGS NV | AER | 280,078 | $17.6M | 10.89% |
| 4 | KKR & CO INC | KKRT | 253,279 | $15.6M | 9.68% |
| 5 | BREAD FINANCIAL HOLDINGS INC | BFH-PA | 407,070 | $13.9M | 8.64% |
| 6 | T-MOBILE US INC | TMUSZ | 93,891 | $13.1M | 8.16% |