Institutional Manager · CIK 0001798860
KIZE CAPITAL LP
New York, NY · File #028-20804
Latest AUM
$84.8M
Positions
6
Top-10 Concentration
100.0%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 20256 pos · $84.8M
- 13F HOLDINGS REPORTQ/E Sep 20257 pos · $87.7M
- 13F HOLDINGS REPORTQ/E Jun 20256 pos · $111.3M
- 13F HOLDINGS REPORTQ/E Mar 20256 pos · $109.9M
- 13F HOLDINGS REPORTQ/E Dec 20247 pos · $111.2M
- 13F HOLDINGS REPORTQ/E Sep 20247 pos · $85.5M
- 13F HOLDINGS REPORTQ/E Jun 20248 pos · $106.2M
- 13F HOLDINGS REPORTQ/E Mar 20247 pos · $117.0M
- 13F HOLDINGS REPORTQ/E Dec 20236 pos · $161.2M
- 13F HOLDINGS REPORTQ/E Sep 20236 pos · $200.7M
- 13F HOLDINGS REPORTQ/E Jun 20236 pos · $228.8M
- 13F HOLDINGS REPORTQ/E Mar 20236 pos · $239.0M
Top 6 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 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% |