13F HOLDINGS REPORT
KIZE CAPITAL LP
Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0000902664-25-003557
Total Value
$111.3M
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 | $38.4M | 34.54% |
| 2 | CHARTER COMMUNICATIONS INC N | 16119P108 | 53,334 | $21.8M | 19.60% |
| 3 | AMERICAS CAR-MART INC | 03062T105 | 289,712 | $16.2M | 14.59% |
| 4 | DOLLAR GEN CORP NEW | 256677105 | 122,500 | $14.0M | 12.59% |
| 5 | AERCAP HOLDINGS NV | AER | 98,730 | $11.6M | 10.38% |
| 6 | BRITISH AMERN TOB PLC | 110448107 | 195,000 | $9.2M | 8.30% |