13F HOLDINGS REPORT
KIZE CAPITAL LP
Quarter ended Q4 2025 · Filed February 13, 2026 · Accession 0000902664-26-000999
Total Value
$84.8M
Positions
6
Other Managers
0
Confidential Omitted
No
Holdings (6)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CREDIT ACCEP CORP MICH | 225310101 | 68,187 | $30.2M | 35.67% |
| 2 | CHARTER COMMUNICATIONS INC N | 16119P108 | 87,334 | $18.2M | 21.51% |
| 3 | AERCAP HOLDINGS NV | AER | 78,730 | $11.3M | 13.35% |
| 4 | HILTON GRAND VACATIONS INC | HGV | 217,948 | $9.8M | 11.51% |
| 5 | BRITISH AMERN TOB PLC | 110448107 | 141,000 | $8.0M | 9.42% |
| 6 | AMERICAS CAR-MART INC | 03062T105 | 286,637 | $7.2M | 8.54% |