Filed: 8/13/2025ACC: 0000902664-25-003557
📋 What this filing means
KIZE CAPITAL LP filed this quarterly 13F‑HR report disclosing 6 equity positions with a total reported market value of $111.26M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
6
Positions
$111.26M
Total AUM (reported)
834.71K
Total Shares
Allocation by class
COM$68.67M61.7%
CL A$21.80M19.6%
SHS$11.55M10.4%
SPONSORED ADR$9.23M8.3%
Portfolio Concentration
Top 3$76.47M68.7%
4–10$34.79M31.3%
Top 3 weight
68.7%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 834.71K
Sole
Full voting authority
834.71K
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$38.43M
34.54%
Sole
75.43K
Shared
0.00
None
0.00
CHARTER COMMUNICATIONS INC N
SOLEShares53.33K
TypeSH
Market value$21.80M
19.60%
Sole
53.33K
Shared
0.00
None
0.00
AMERICAS CAR-MART INC
SOLEShares289.71K
TypeSH
Market value$16.24M
14.59%
Sole
289.71K
Shared
0.00
None
0.00
DOLLAR GEN CORP NEW
SOLEShares122.50K
TypeSH
Market value$14.01M
12.59%
Sole
122.50K
Shared
0.00
None
0.00
AERCAP HOLDINGS NV
SOLEShares98.73K
TypeSH
Market value$11.55M
10.38%
Sole
98.73K
Shared
0.00
None
0.00
BRITISH AMERN TOB PLC
SOLEShares195K
TypeSH
Market value$9.23M
8.30%
Sole
195K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CREDIT ACCEP CORP MICHSOLE | COM | 75.43K | SH | $38.43M 34.54% | 75.43K | 0.00 | 0.00 |
CHARTER COMMUNICATIONS INC NSOLE | CL A | 53.33K | SH | $21.80M 19.60% | 53.33K | 0.00 | 0.00 |
AMERICAS CAR-MART INCSOLE | COM | 289.71K | SH | $16.24M 14.59% | 289.71K | 0.00 | 0.00 |
DOLLAR GEN CORP NEWSOLE | COM | 122.50K | SH | $14.01M 12.59% | 122.50K | 0.00 | 0.00 |
AERCAP HOLDINGS NVSOLE | SHS | 98.73K | SH | $11.55M 10.38% | 98.73K | 0.00 | 0.00 |
BRITISH AMERN TOB PLCSOLE | SPONSORED ADR | 195K | SH | $9.23M 8.30% | 195K | 0.00 | 0.00 |