KIZE CAPITAL LP: 13F holdings
CIK 17988602026Q2
| Positions | 5 |
|---|
| Reported value | $77.8m |
|---|
| Filed | 2026-08-13 |
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Change since last quarter
| Positions | 5 (-1 vs prior quarter) |
|---|
| Reported value | $77.8m (-2.4%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| CACC CREDIT ACCEP CORP MICH | 47,274 | $30.1m | 38.7% |
| CHTR CHARTER COMMUNICATIONS INC | 142,834 | $20.3m | 26.1% |
| HGV HILTON GRAND VACATIONS INC | 232,204 | $12.2m | 15.6% |
| BTI BRITISH AMERN TOB PLC | 126,000 | $7.8m | 10.0% |
| AERCAP HOLDINGS NV | 50,730 | $7.4m | 9.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1798860")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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