Filed: 11/13/2025ACC: 0000902664-25-004913
📋 What this filing means
KIZE CAPITAL LP filed this quarterly 13F‑HR report disclosing 7 equity positions with a total reported market value of $87.66M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
7
Positions
$87.66M
Total AUM (reported)
877.34K
Total Shares
Allocation by class
COM$51.27M58.5%
CL A$18.11M20.7%
SHS$9.53M10.9%
SPONSORED ADR$8.76M10.0%
Portfolio Concentration
Top 3$59.48M67.8%
4–10$28.19M32.2%
Top 3 weight
67.8%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 877.34K
Sole
Full voting authority
877.34K
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)
Sole7
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings7
Rows:
CREDIT ACCEP CORP MICH
SOLEShares68.19K
TypeSH
Market value$31.84M
36.32%
Sole
68.19K
Shared
0.00
None
0.00
CHARTER COMMUNICATIONS INC N
SOLEShares65.83K
TypeSH
Market value$18.11M
20.66%
Sole
65.83K
Shared
0.00
None
0.00
AERCAP HOLDINGS NV
SOLEShares78.73K
TypeSH
Market value$9.53M
10.87%
Sole
78.73K
Shared
0.00
None
0.00
BRITISH AMERN TOB PLC
SOLEShares165K
TypeSH
Market value$8.76M
9.99%
Sole
165K
Shared
0.00
None
0.00
AMERICAS CAR-MART INC
SOLEShares286.64K
TypeSH
Market value$8.37M
9.55%
Sole
286.64K
Shared
0.00
None
0.00
HILTON GRAND VACATIONS INC
SOLEShares177.95K
TypeSH
Market value$7.44M
8.49%
Sole
177.95K
Shared
0.00
None
0.00
DOLLAR GEN CORP NEW
SOLEShares35K
TypeSH
Market value$3.62M
4.13%
Sole
35K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CREDIT ACCEP CORP MICHSOLE | COM | 68.19K | SH | $31.84M 36.32% | 68.19K | 0.00 | 0.00 |
CHARTER COMMUNICATIONS INC NSOLE | CL A | 65.83K | SH | $18.11M 20.66% | 65.83K | 0.00 | 0.00 |
AERCAP HOLDINGS NVSOLE | SHS | 78.73K | SH | $9.53M 10.87% | 78.73K | 0.00 | 0.00 |
BRITISH AMERN TOB PLCSOLE | SPONSORED ADR | 165K | SH | $8.76M 9.99% | 165K | 0.00 | 0.00 |
AMERICAS CAR-MART INCSOLE | COM | 286.64K | SH | $8.37M 9.55% | 286.64K | 0.00 | 0.00 |
HILTON GRAND VACATIONS INCSOLE | COM | 177.95K | SH | $7.44M 8.49% | 177.95K | 0.00 | 0.00 |
DOLLAR GEN CORP NEWSOLE | COM | 35K | SH | $3.62M 4.13% | 35K | 0.00 | 0.00 |