Filed: 5/14/2026ACC: 0000902664-26-002440
📋 What this filing means
KIZE CAPITAL LP filed this quarterly 13F‑HR report disclosing 6 equity positions with a total reported market value of $79.64M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
6
Positions
$79.64M
Total AUM (reported)
855.76K
Total Shares
Allocation by class
COM$37.05M46.5%
CL A$27.38M34.4%
SPONSORED ADR$8.24M10.4%
SHS$6.96M8.7%
Portfolio Concentration
Top 3$61.65M77.4%
4–10$17.98M22.6%
Top 3 weight
77.4%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 855.76K
Sole
Full voting authority
855.76K
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:
CHARTER COMMUNICATIONS INC
SOLEShares126.83K
TypeSH
Market value$27.38M
34.38%
Sole
126.83K
Shared
0.00
None
0.00
CREDIT ACCEP CORP MICH
SOLEShares56.71K
TypeSH
Market value$24.02M
30.16%
Sole
56.71K
Shared
0.00
None
0.00
HILTON GRAND VACATIONS INC
SOLEShares262.20K
TypeSH
Market value$10.26M
12.88%
Sole
262.20K
Shared
0.00
None
0.00
BRITISH AMERN TOB PLC
SOLEShares141K
TypeSH
Market value$8.24M
10.35%
Sole
141K
Shared
0.00
None
0.00
AERCAP HOLDINGS NV
SOLEShares50.73K
TypeSH
Market value$6.96M
8.74%
Sole
50.73K
Shared
0.00
None
0.00
AMERICAS CAR-MART INC
SOLEShares218.28K
TypeSH
Market value$2.78M
3.49%
Sole
218.28K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CHARTER COMMUNICATIONS INCSOLE | CL A | 126.83K | SH | $27.38M 34.38% | 126.83K | 0.00 | 0.00 |
CREDIT ACCEP CORP MICHSOLE | COM | 56.71K | SH | $24.02M 30.16% | 56.71K | 0.00 | 0.00 |
HILTON GRAND VACATIONS INCSOLE | COM | 262.20K | SH | $10.26M 12.88% | 262.20K | 0.00 | 0.00 |
BRITISH AMERN TOB PLCSOLE | SPONSORED ADR | 141K | SH | $8.24M 10.35% | 141K | 0.00 | 0.00 |
AERCAP HOLDINGS NVSOLE | SHS | 50.73K | SH | $6.96M 8.74% | 50.73K | 0.00 | 0.00 |
AMERICAS CAR-MART INCSOLE | COM | 218.28K | SH | $2.78M 3.49% | 218.28K | 0.00 | 0.00 |