Kize Capital LP
- SEC CIK
- 0001798860
- Latest filing
- Aug 13, 2026
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Aug 12, 2022. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 7
- 0 vs. Q1 2022
- Portfolio value
- $244.8M
- −$37.5M (−13.3%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CACCCredit Acceptance Corp | COM | 162,960 | $77.1M | 31.5% | −2,200−1.3% | Reduced | History |
| CHTRCharter Communications, Inc. | CL A | 116,524 | $54.6M | 22.3% | +28,500+32.4% | Added | History |
| TMUST-Mobile US, Inc. | Stock | 193,450 | $26.0M | 10.6% | −24,400−11.2% | Reduced | History |
| DGDollar General Corp | COM | 101,500 | $24.9M | 10.2% | −7,500−6.9% | Reduced | History |
| WRLDWorld Acceptance Corp | COM | 206,260 | $23.2M | 9.5% | +10,000+5.1% | Added | History |
| AERAerCap Holdings N.V. | SHS | 561,525 | $23.0M | 9.4% | −66,000−10.5% | Reduced | History |
| BFHBread Financial Holdings, Inc. | COM | 430,594 | $16.0M | 6.5% | +40,000+10.2% | Added | History |