account_balance
Investment manager · 13F filer · SEC CIK 1798860
Kize Capital LP
Reported value$77.8Mas of Jun 30, 2026
Positions5 0 new, 1 sold out
Top 10 weight100.0%CACC alone is 39%
FiledAug 1344 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
This fund reports 5 stocks.
CACCCredit Accep Corp Mich
38.7%Trimmed −17%
CHTRCharter Communications Inc
26.1%Added +13%
HGVHilton Grand Vacations Inc
15.6%Trimmed −11%
BTIBritish Amern Tob PLC
10.0%Trimmed −11%
AERAercap Holdings NV
9.5%
CACCCredit Accep Corp Mich
38.7%Trimmed −17%
CHTRCharter Communications Inc
26.1%Added +13%
HGVHilton Grand Vacations Inc
15.6%Trimmed −11%
BTI10.0%AER9.5%Box size is the share of the fund. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed