KIZE CAPITAL LP
Top Portfolio Positions
6 positions ·
$79,635,746 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| CHTR |
Charter Communications, Inc. /Mo/
Communication Services
|
126,834 | $27,380,923 | 34.38% | |
| CACC |
Credit Acceptance Corp
Financial Services
|
56,712 | $24,015,263 | 30.16% | |
| HGV |
Hilton Grand Vacations Inc.
Consumer Cyclical
|
262,204 | $10,257,420 | 12.88% | |
| BTI |
British American Tobacco p.l.c.
Consumer Defensive
|
141,000 | $8,244,270 | 10.35% | |
| AER |
AerCap Holdings N.V.
Industrials
|
50,730 | $6,959,141 | 8.74% | |
| CRMT |
Americas Carmart Inc
Consumer Cyclical
|
218,282 | $2,778,729 | 3.49% |
Portfolio Trend
22 quarters · across all stocks
Holdings in CHTR
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,380,923 | 126,834 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $18,230,972 | 87,334 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $18,111,591 | 65,834 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $21,803,472 | 53,334 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $19,655,179 | 53,334 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $18,281,295 | 53,334 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $15,988,162 | 49,334 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $21,415,700 | 71,634 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $20,818,989 | 71,634 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $30,563,463 | 78,634 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $40,125,658 | 91,232 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $44,405,481 | 120,874 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $42,742,977 | 119,524 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $40,530,588 | 119,524 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $30,190,605 | 99,524 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $54,594,989 | 116,524 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $48,018,852 | 88,024 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $55,446,136 | 85,044 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $48,254,689 | 66,324 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $63,504,914 | 88,024 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $59,433,834 | 96,324 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $40,866,589 | 61,774 | Shares | Sole | 2021-02-16 | |
| No 13F history on record for this holder in this stock. | ||||||