Kize Capital LP
- SEC CIK
- 0001798860
- Latest filing
- Aug 13, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Aug 13, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 7
- 0 vs. Q1 2021
- Portfolio value
- $395.3M
- +$15.5M (+4.1%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CACCCredit Acceptance Corp | COM | 228,636 | $103.8M | 26.3% | −2,500−1.1% | Reduced | History |
| CHTRCharter Communications, Inc. | CL A | 88,024 | $63.5M | 16.1% | −8,300−8.6% | Reduced | History |
| AERAerCap Holdings N.V. | SHS | 1,055,639 | $54.1M | 13.7% | −70,000−6.2% | Reduced | History |
| SPGSimon Property Group Inc. | REIT | 397,457 | $51.9M | 13.1% | −58,952−12.9% | Reduced | History |
| KKRKKR & Co. Inc. | COM | 808,584 | $47.9M | 12.1% | −125,177−13.4% | Reduced | History |
| BFHBread Financial Holdings, Inc. | COM | 396,392 | $41.3M | 10.4% | −21,602−5.2% | Reduced | History |
| WRLDWorld Acceptance Corp | COM | 204,788 | $32.8M | 8.3% | 00.0% | Unchanged | History |