13F HOLDINGS REPORT
KIZE CAPITAL LP
Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0000902664-25-004913
Total Value
$87.7M
Positions
7
Other Managers
0
Confidential Omitted
No
Holdings (7)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CREDIT ACCEP CORP MICH | 225310101 | 68,187 | $31.8M | 36.32% |
| 2 | CHARTER COMMUNICATIONS INC N | 16119P108 | 65,834 | $18.1M | 20.66% |
| 3 | AERCAP HOLDINGS NV | AER | 78,730 | $9.5M | 10.87% |
| 4 | BRITISH AMERN TOB PLC | 110448107 | 165,000 | $8.8M | 9.99% |
| 5 | AMERICAS CAR-MART INC | 03062T105 | 286,637 | $8.4M | 9.55% |
| 6 | HILTON GRAND VACATIONS INC | HGV | 177,948 | $7.4M | 8.49% |
| 7 | DOLLAR GEN CORP NEW | 256677105 | 35,000 | $3.6M | 4.13% |