Kize Capital LP
- SEC CIK
- 0001798860
- Latest filing
- Aug 13, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 13, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 8
- +1 vs. Q1 2024
- Portfolio value
- $106.2M
- −$10.8M (−9.2%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CACCCredit Acceptance Corp | COM | 62,317 | $32.1M | 30.2% | −9,975−13.8% | Reduced | History |
| CHTRCharter Communications, Inc. | CL A | 71,634 | $21.4M | 20.2% | 00.0% | Unchanged | History |
| RYAAYRyanair Holdings PLC | SPONSORED ADR | 112,167 | $13.1M | 12.3% | 00.0% | Unchanged | History |
| AERAerCap Holdings N.V. | SHS | 132,078 | $12.3M | 11.6% | −57,000−30.1% | Reduced | History |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 350,000 | $10.8M | 10.2% | +350,000 | New | History |
| DGDollar General Corp | COM | 76,500 | $10.1M | 9.5% | 00.0% | Unchanged | History |
| BFHBread Financial Holdings, Inc. | COM | 88,182 | $3.93M | 3.7% | 00.0% | Unchanged | History |
| TMUST-Mobile US, Inc. | Stock | 14,191 | $2.50M | 2.4% | −37,000−72.3% | Reduced | History |