Kize Capital LP
- SEC CIK
- 0001798860
- Latest filing
- Aug 13, 2026
Holdings in Q3 2022
Holdings as of Sep 30, 2022, filed Nov 10, 2022. Long positions only; changes compare share counts with Q2 2022.
- Positions
- 7
- 0 vs. Q2 2022
- Portfolio value
- $216.5M
- −$28.3M (−11.6%) vs. Q2 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CACCCredit Acceptance Corp | COM | 162,960 | $71.4M | 33.0% | 00.0% | Unchanged | History |
| CHTRCharter Communications, Inc. | CL A | 99,524 | $30.2M | 13.9% | −17,000−14.6% | Reduced | History |
| TMUST-Mobile US, Inc. | Stock | 193,450 | $26.0M | 12.0% | 00.0% | Unchanged | History |
| DGDollar General Corp | COM | 101,500 | $24.3M | 11.2% | 00.0% | Unchanged | History |
| AERAerCap Holdings N.V. | SHS | 561,525 | $23.8M | 11.0% | 00.0% | Unchanged | History |
| BFHBread Financial Holdings, Inc. | COM | 663,704 | $20.9M | 9.6% | +233,110+54.1% | Added | History |
| WRLDWorld Acceptance Corp | COM | 206,260 | $20.0M | 9.2% | 00.0% | Unchanged | History |