Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
KIZE CAPITAL LP (CIK 1798860) reported $79.6M across 6 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CHTR ($27.4M, 34.38%), CACC ($24.0M, 30.16%), HGV ($10.3M, 12.88%), BTI ($8.2M, 10.35%), AER ($7.0M, 8.74%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CHTR | CHARTER COMMUNICATIONS INC | $27.4M | 34.38% | 126,834 | Added |
| 2 | CACC | CREDIT ACCEP CORP MICH | $24.0M | 30.16% | 56,712 | Trimmed |
| 3 | HGV | HILTON GRAND VACATIONS INC | $10.3M | 12.88% | 262,204 | Added |
| 4 | BTI | BRITISH AMERN TOB PLC | $8.2M | 10.35% | 141,000 | Hold |
| 5 | AER | AERCAP HOLDINGS NV | $7.0M | 8.74% | 50,730 | Trimmed |
| 6 | CRMT | AMERICAS CAR-MART INC | $2.8M | 3.49% | 218,282 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31