KIZE CAPITAL LP 13F Holdings

CIK 0001798860 · New York, NY

As of Sep 30, 2025, KIZE CAPITAL LP reported 7 positions worth $87.7M in its SEC Form 13F filing.

Top 7 holdings

SecurityTickerSectorSharesValue% of portfolio
CREDIT ACCEPTANCE CORPCACCFinancial Services68,187$31.8M36.32%
CHARTER COMMUNICATIONS INCCHTRCommunication Services65,834 8.1M20.66%
AERCAP HOLDINGS NVAERIndustrials78,730$9.5M10.87%
BRITISH AMERICAN TOBACCO PLCBTIConsumer Defensive165,000$8.8M9.99%
AMERICAS CARMART INCCRMTConsumer Cyclical286,637$8.4M9.55%
HILTON GRAND VACATIONS INCHGVConsumer Cyclical177,948$7.4M8.49%
DOLLAR GENERAL CORPDGConsumer Defensive35,000$3.6M4.13%