Investor
KIZE CAPITAL LP
CIK 0001798860 · filed 2026-05-14 · SEC filing
13F book
$79.6M
Positions
6
Largest name
34.4%
Charter Communications Inc N
Est. mark
−$4.55M
Price effect on 6 names still held. Flow −$582.1K.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Charter Communications Inc N | — | 126.8K | $27.4M | 34.4% | $622.7K | Added$9.15M |
| Credit Accep Corp Mich | — | 56.7K | $24M | 30.2% | −$1.13M | Cut−$6.22M |
| Hilton Grand Vacations Inc. | HGV | 262.2K | $10.3M | 12.9% | −$1.23M | Added$504.2K |
| British Amern Tob Plc | — | 141K | $8.24M | 10.4% | $260.9K | Held |
| Aercap Holdings Nv | — | 50.7K | $6.96M | 8.7% | −$333.8K | Cut−$4.36M |
| Americas Car-Mart Inc | — | 218.3K | $2.78M | 3.5% | −$2.74M | Cut−$4.46M |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.