Kize Capital LP
- SEC CIK
- 0001798860
- Latest filing
- Aug 13, 2026
Holdings in Q1 2022
Holdings as of Mar 31, 2022, filed May 13, 2022. Long positions only; changes compare share counts with Q4 2021.
- Positions
- 7
- 0 vs. Q4 2021
- Portfolio value
- $282.3M
- −$58.1M (−17.1%) vs. Q4 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CACCCredit Acceptance Corp | COM | 165,160 | $90.9M | 32.2% | +11,342+7.4% | Added | History |
| CHTRCharter Communications, Inc. | CL A | 88,024 | $48.0M | 17.0% | +2,980+3.5% | Added | History |
| WRLDWorld Acceptance Corp | COM | 196,260 | $37.7M | 13.3% | +19,700+11.2% | Added | History |
| AERAerCap Holdings N.V. | SHS | 627,525 | $31.6M | 11.2% | −292,125−31.8% | Reduced | History |
| TMUST-Mobile US, Inc. | Stock | 217,850 | $28.0M | 9.9% | 00.0% | Unchanged | History |
| DGDollar General Corp | COM | 109,000 | $24.3M | 8.6% | +109,000 | New | History |
| BFHBread Financial Holdings, Inc. | COM | 390,594 | $21.9M | 7.8% | 00.0% | Unchanged | History |
Sold out since Q4 2021 (1)
Positions held at the end of Q4 2021 that are gone from this filing.