Kize Capital LP
- SEC CIK
- 0001798860
- Latest filing
- Aug 13, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed May 12, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 6
- 0 vs. Q4 2022
- Portfolio value
- $228.8M
- −$10.2M (−4.3%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CACCCredit Acceptance Corp | COM | 181,177 | $79.0M | 34.5% | +3,200+1.8% | Added | History |
| CHTRCharter Communications, Inc. | CL A | 119,524 | $42.7M | 18.7% | 00.0% | Unchanged | History |
| KKRKKR & Co. Inc. | COM | 636,203 | $33.4M | 14.6% | 00.0% | Unchanged | History |
| AERAerCap Holdings N.V. | SHS | 529,194 | $29.8M | 13.0% | 00.0% | Unchanged | History |
| TMUST-Mobile US, Inc. | Stock | 152,870 | $22.1M | 9.7% | 00.0% | Unchanged | History |
| BFHBread Financial Holdings, Inc. | COM | 715,704 | $21.7M | 9.5% | −140,000−16.4% | Reduced | History |