Filed: 5/14/2025ACC: 0000902664-25-002331
📋 What this filing means
KIZE CAPITAL LP filed this quarterly 13F‑HR report disclosing 6 equity positions with a total reported market value of $109.89M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
6
Positions
$109.89M
Total AUM (reported)
1.06M
Total Shares
Allocation by class
COM$64.41M58.6%
CL A$19.66M17.9%
SPONSORED ADR$17.38M15.8%
SHS$8.45M7.7%
Portfolio Concentration
Top 3$75.98M69.1%
4–10$33.91M30.9%
Top 3 weight
69.1%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 1.06M
Sole
Full voting authority
1.06M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole6
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings6
Rows:
CREDIT ACCEP CORP MICH
SOLEShares75.43K
TypeSH
Market value$38.95M
35.44%
Sole
75.43K
Shared
0.00
None
0.00
CHARTER COMMUNICATIONS INC N
SOLEShares53.33K
TypeSH
Market value$19.66M
17.89%
Sole
53.33K
Shared
0.00
None
0.00
BRITISH AMERN TOB PLC
SOLEShares420K
TypeSH
Market value$17.38M
15.81%
Sole
420K
Shared
0.00
None
0.00
AMERICAS CAR-MART INC
SOLEShares289.71K
TypeSH
Market value$13.15M
11.97%
Sole
289.71K
Shared
0.00
None
0.00
DOLLAR GEN CORP NEW
SOLEShares140K
TypeSH
Market value$12.31M
11.20%
Sole
140K
Shared
0.00
None
0.00
AERCAP HOLDINGS NV
SOLEShares82.73K
TypeSH
Market value$8.45M
7.69%
Sole
82.73K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CREDIT ACCEP CORP MICHSOLE | COM | 75.43K | SH | $38.95M 35.44% | 75.43K | 0.00 | 0.00 |
CHARTER COMMUNICATIONS INC NSOLE | CL A | 53.33K | SH | $19.66M 17.89% | 53.33K | 0.00 | 0.00 |
BRITISH AMERN TOB PLCSOLE | SPONSORED ADR | 420K | SH | $17.38M 15.81% | 420K | 0.00 | 0.00 |
AMERICAS CAR-MART INCSOLE | COM | 289.71K | SH | $13.15M 11.97% | 289.71K | 0.00 | 0.00 |
DOLLAR GEN CORP NEWSOLE | COM | 140K | SH | $12.31M 11.20% | 140K | 0.00 | 0.00 |
AERCAP HOLDINGS NVSOLE | SHS | 82.73K | SH | $8.45M 7.69% | 82.73K | 0.00 | 0.00 |