13F HOLDINGS REPORT
KIZE CAPITAL LP
Quarter ended Q2 2024 · Filed August 13, 2024 · Accession 0000902664-24-005093
Total Value
$106.2M
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CREDIT ACCEP CORP MICH | 225310101 | 62,317 | $32.1M | 30.19% |
| 2 | CHARTER COMMUNICATIONS INC N | 16119P108 | 71,634 | $21.4M | 20.16% |
| 3 | RYANAIR HOLDINGS PLC | RYAOF | 112,167 | $13.1M | 12.29% |
| 4 | AERCAP HOLDINGS NV | AER | 132,078 | $12.3M | 11.59% |
| 5 | BRITISH AMERN TOB PLC | 110448107 | 350,000 | $10.8M | 10.19% |
| 6 | DOLLAR GEN CORP NEW | 256677105 | 76,500 | $10.1M | 9.52% |
| 7 | BREAD FINANCIAL HOLDINGS INC | BFH-PA | 88,182 | $3.9M | 3.70% |
| 8 | T-MOBILE US INC | TMUSZ | 14,191 | $2.5M | 2.35% |