KIZE CAPITAL LP

PrivateCIK: 1798860
Location

NEW YORK, NY

📋 What this filing means

KIZE CAPITAL LP filed this quarterly 13F‑HR report disclosing 5 equity positions with a total reported market value of $77.75M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

5
Positions
$77.75M
Total AUM (reported)
599.04K
Total Shares

Allocation by class

TOTAL AUM$77.75M5 positions
COM$42.26M54.4%
CL A$20.31M26.1%
SPONSORED ADR$7.78M10.0%
SHS$7.40M9.5%

Portfolio Concentration

Top 380.5%4–1019.5%TOP 10100.0%0%100%
Top 3$62.57M80.5%
4–10$15.18M19.5%

Top 3 weight

80.5%

Top 10 weight

100.0%

Voting Authority Distribution

Total shares with voting rights: 599.04K

Sole

Full voting authority

599.04K

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)

Sole5
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings5
Rows:

CREDIT ACCEP CORP MICH

SOLE
COM
Shares47.27K
TypeSH
Market value$30.10M
38.71%
Sole
47.27K
Shared
0.00
None
0.00

CHARTER COMMUNICATIONS INC

SOLE
CL A
Shares142.83K
TypeSH
Market value$20.31M
26.12%
Sole
142.83K
Shared
0.00
None
0.00

HILTON GRAND VACATIONS INC

SOLE
COM
Shares232.20K
TypeSH
Market value$12.16M
15.64%
Sole
232.20K
Shared
0.00
None
0.00

BRITISH AMERN TOB PLC

SOLE
SPONSORED ADR
Shares126K
TypeSH
Market value$7.78M
10.01%
Sole
126K
Shared
0.00
None
0.00

AERCAP HOLDINGS NV

SOLE
SHS
Shares50.73K
TypeSH
Market value$7.40M
9.51%
Sole
50.73K
Shared
0.00
None
0.00