13F HOLDINGS REPORT
KIZE CAPITAL LP
Quarter ended Q1 2024 · Filed May 14, 2024 · Accession 0000902664-24-003556
Total Value
$117.0M
Positions
7
Other Managers
0
Confidential Omitted
No
Holdings (7)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CREDIT ACCEP CORP MICH | 225310101 | 72,292 | $39.9M | 34.07% |
| 2 | CHARTER COMMUNICATIONS INC N | 16119P108 | 71,634 | $20.8M | 17.79% |
| 3 | AERCAP HOLDINGS NV | AER | 189,078 | $16.4M | 14.04% |
| 4 | RYANAIR HOLDINGS PLC | RYAOF | 112,167 | $16.3M | 13.95% |
| 5 | DOLLAR GEN CORP NEW | 256677105 | 76,500 | $11.9M | 10.20% |
| 6 | T-MOBILE US INC | TMUSZ | 51,191 | $8.4M | 7.14% |
| 7 | BREAD FINANCIAL HOLDINGS INC | BFH-PA | 88,182 | $3.3M | 2.81% |