Q1 2025 · 13F-HR
KIZE CAPITAL LPholdings as filed
Filed 2025-05-14 · accession 0000902664-25-002331
$109.9M
Reported value
6
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 225310101 | CACC | CREDIT ACCEP CORP MICH | $38.9M | 35.4% | 75,433 | Common | SOLE |
| 16119P108 | CHTR | CHARTER COMMUNICATIONS INC N | $19.7M | 17.9% | 53,334 | Common | SOLE |
| 110448107 | BTI | BRITISH AMERN TOB PLC | $17.4M | 15.8% | 420,000 | Common | SOLE |
| 03062T105 | CRMT | AMERICAS CAR-MART INC | $13.2M | 12.0% | 289,712 | Common | SOLE |
| 256677105 | DG | DOLLAR GEN CORP NEW | $12.3M | 11.2% | 140,000 | Common | SOLE |
| N00985106 | AER | AERCAP HOLDINGS NV | $8.5M | 7.69% | 82,730 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.