Every 13F-reported equity position this quarter with its quarter-over-quarter change; each row traces to the filer's 13F-HR on EDGAR.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR
Every 13F-reported equity position this quarter with its quarter-over-quarter change; each row traces to the filer's 13F-HR on EDGAR.
KIZE CAPITAL LP (CIK 1798860) reported $77.8M across 5 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: CACC ($30.1M, 38.71%), CHTR ($20.3M, 26.12%), HGV ($12.2M, 15.64%), BTI ($7.8M, 10.01%), AER ($7.4M, 9.51%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CACC | CREDIT ACCEP CORP MICH | $30.1M | 38.71% | 47,274 | Trimmed |
| 2 | CHTR | CHARTER COMMUNICATIONS INC | $20.3M | 26.12% | 142,834 | Added |
| 3 | HGV | HILTON GRAND VACATIONS INC | $12.2M | 15.64% | 232,204 | Trimmed |
| 4 | BTI | BRITISH AMERN TOB PLC | $7.8M | 10.01% | 126,000 | Trimmed |
| 5 | AER | AERCAP HOLDINGS NV | $7.4M | 9.51% | 50,730 | Hold |
| 6 | CRMT | AMERICAS CAR-MART INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30