Kize Capital LP
- SEC CIK
- 0001798860
- Latest filing
- Aug 13, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 13, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 6
- 0 vs. Q1 2025
- Portfolio value
- $111.3M
- +$1.37M (+1.2%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CACCCredit Acceptance Corp | COM | 75,433 | $38.4M | 34.5% | 00.0% | Unchanged | History |
| CHTRCharter Communications, Inc. | CL A | 53,334 | $21.8M | 19.6% | 00.0% | Unchanged | History |
| CRMTAmericas Carmart Inc | COM | 289,712 | $16.2M | 14.6% | 00.0% | Unchanged | History |
| DGDollar General Corp | COM | 122,500 | $14.0M | 12.6% | −17,500−12.5% | Reduced | History |
| AERAerCap Holdings N.V. | SHS | 98,730 | $11.6M | 10.4% | +16,000+19.3% | Added | History |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 195,000 | $9.23M | 8.3% | −225,000−53.6% | Reduced | History |