Kize Capital LP
- SEC CIK
- 0001798860
- Latest filing
- Aug 13, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 13, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 7
- 0 vs. Q3 2024
- Portfolio value
- $111.2M
- +$25.8M (+30.1%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CACCCredit Acceptance Corp | COM | 84,233 | $39.5M | 35.6% | +16,156+23.7% | Added | History |
| CHTRCharter Communications, Inc. | CL A | 53,334 | $18.3M | 16.4% | +4,000+8.1% | Added | History |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 465,000 | $16.9M | 15.2% | +70,000+17.7% | Added | History |
| AERAerCap Holdings N.V. | SHS | 142,078 | $13.6M | 12.2% | +10,000+7.6% | Added | History |
| CRMTAmericas Carmart Inc | COM | 215,472 | $11.0M | 9.9% | +215,472 | New | History |
| DGDollar General Corp | COM | 140,000 | $10.6M | 9.5% | +56,000+66.7% | Added | History |
| TMUST-Mobile US, Inc. | Stock | 5,691 | $1.26M | 1.1% | −8,500−59.9% | Reduced | History |
Sold out since Q3 2024 (1)
Positions held at the end of Q3 2024 that are gone from this filing.