13F HOLDINGS REPORT
KIZE CAPITAL LP
Quarter ended Q4 2024 · Filed February 13, 2025 · Accession 0000902664-25-000934
Total Value
$111.2M
Positions
7
Other Managers
0
Confidential Omitted
No
Holdings (7)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Credit ACCEP CORP MICH | 225310101 | 84,233 | $39.5M | 35.55% |
| 2 | Charter Communications Inc N | 16119P108 | 53,334 | $18.3M | 16.44% |
| 3 | British Amern Tob plc | 110448107 | 465,000 | $16.9M | 15.18% |
| 4 | AerCap Holdings NV | AER | 142,078 | $13.6M | 12.22% |
| 5 | Americas Car-Mart Inc | 03062T105 | 215,472 | $11.0M | 9.93% |
| 6 | Dollar GEN CORP NEW | 256677105 | 140,000 | $10.6M | 9.54% |
| 7 | T-Mobile US Inc | TMUSZ | 5,691 | $1.3M | 1.13% |