13F HOLDINGS REPORT
KIZE CAPITAL LP
Quarter ended Q3 2024 · Filed November 13, 2024 · Accession 0000902664-24-006473
Total Value
$85.5M
Positions
7
Other Managers
0
Confidential Omitted
No
Holdings (7)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Credit ACCEP CORP MICH | 225310101 | 68,077 | $30.2M | 35.32% |
| 2 | Charter Communications Inc N | 16119P108 | 49,334 | $16.0M | 18.71% |
| 3 | British AmerN Tob plc | 110448107 | 395,000 | $14.4M | 16.91% |
| 4 | AerCap Holdings NV | AER | 132,078 | $12.5M | 14.64% |
| 5 | Dollar GEN CORP NEW | 256677105 | 84,000 | $7.1M | 8.31% |
| 6 | T-Mobile US Inc | TMUSZ | 14,191 | $2.9M | 3.43% |
| 7 | Bread Financial Holdings Inc | BFH-PA | 48,182 | $2.3M | 2.68% |