Filed: 2/13/2026ACC: 0000902664-26-000999
📋 What this filing means
KIZE CAPITAL LP filed this quarterly 13F‑HR report disclosing 6 equity positions with a total reported market value of $84.76M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
6
Positions
$84.76M
Total AUM (reported)
879.84K
Total Shares
Allocation by class
COM$47.23M55.7%
CL A$18.23M21.5%
SHS$11.32M13.4%
SPONSORED ADR$7.98M9.4%
Portfolio Concentration
Top 3$59.79M70.5%
4–10$24.98M29.5%
Top 3 weight
70.5%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 879.84K
Sole
Full voting authority
879.84K
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
SOLEShares68.19K
TypeSH
Market value$30.24M
35.67%
Sole
68.19K
Shared
0.00
None
0.00
CHARTER COMMUNICATIONS INC N
SOLEShares87.33K
TypeSH
Market value$18.23M
21.51%
Sole
87.33K
Shared
0.00
None
0.00
AERCAP HOLDINGS NV
SOLEShares78.73K
TypeSH
Market value$11.32M
13.35%
Sole
78.73K
Shared
0.00
None
0.00
HILTON GRAND VACATIONS INC
SOLEShares217.95K
TypeSH
Market value$9.75M
11.51%
Sole
217.95K
Shared
0.00
None
0.00
BRITISH AMERN TOB PLC
SOLEShares141K
TypeSH
Market value$7.98M
9.42%
Sole
141K
Shared
0.00
None
0.00
AMERICAS CAR-MART INC
SOLEShares286.64K
TypeSH
Market value$7.24M
8.54%
Sole
286.64K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CREDIT ACCEP CORP MICHSOLE | COM | 68.19K | SH | $30.24M 35.67% | 68.19K | 0.00 | 0.00 |
CHARTER COMMUNICATIONS INC NSOLE | CL A | 87.33K | SH | $18.23M 21.51% | 87.33K | 0.00 | 0.00 |
AERCAP HOLDINGS NVSOLE | SHS | 78.73K | SH | $11.32M 13.35% | 78.73K | 0.00 | 0.00 |
HILTON GRAND VACATIONS INCSOLE | COM | 217.95K | SH | $9.75M 11.51% | 217.95K | 0.00 | 0.00 |
BRITISH AMERN TOB PLCSOLE | SPONSORED ADR | 141K | SH | $7.98M 9.42% | 141K | 0.00 | 0.00 |
AMERICAS CAR-MART INCSOLE | COM | 286.64K | SH | $7.24M 8.54% | 286.64K | 0.00 | 0.00 |