13F HOLDINGS REPORT
KIZE CAPITAL LP
Quarter ended Q1 2025 · Filed May 14, 2025 · Accession 0000902664-25-002331
Total Value
$109.9M
Positions
6
Other Managers
0
Confidential Omitted
No
Holdings (6)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CREDIT ACCEP CORP MICH | 225310101 | 75,433 | $38.9M | 35.44% |
| 2 | CHARTER COMMUNICATIONS INC N | 16119P108 | 53,334 | $19.7M | 17.89% |
| 3 | BRITISH AMERN TOB PLC | 110448107 | 420,000 | $17.4M | 15.81% |
| 4 | AMERICAS CAR-MART INC | 03062T105 | 289,712 | $13.2M | 11.97% |
| 5 | DOLLAR GEN CORP NEW | 256677105 | 140,000 | $12.3M | 11.20% |
| 6 | AERCAP HOLDINGS NV | AER | 82,730 | $8.5M | 7.69% |