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KIZE CAPITAL LP

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13F filer, CIK 1798860, NEW YORK, NY

KIZE CAPITAL LP reported $77,751,372 across 5 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-13.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000902664-26-003440

Period
2026-06-30
Reported value
$77.8M
Holdings
5
Top 10 weight
100%
New
0
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CHTRadded+16,000$2.28M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
CACCreduced-9,438-$6.01M
CRMTexited-218,282-$2.78M
HGVreduced-30,000-$1.57M
BTIreduced-15,000-$926K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0000902664-26-003440, largest first. % of portfolio is the value over $77,751,372, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
CACCCREDIT ACCEP CORP MICHQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,077 shares; 2024Q4: 84,233 shares; 2025Q1: 75,433 shares; 2025Q2: 75,433 shares; 2025Q3: 68,187 shares; 2025Q4: 68,187 shares; 2026Q1: 56,712 shares; 2026Q2: 47,274 shares 47,274$30.1M38.71%-9,438Timeline
CHTRCHARTER COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,334 shares; 2024Q4: 53,334 shares; 2025Q1: 53,334 shares; 2025Q2: 53,334 shares; 2025Q3: 65,834 shares; 2025Q4: 87,334 shares; 2026Q1: 126,834 shares; 2026Q2: 142,834 shares 142,834$20.3M26.12%+16,000Timeline
HGVHILTON GRAND VACATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 177,948 shares; 2025Q4: 217,948 shares; 2026Q1: 262,204 shares; 2026Q2: 232,204 shares 232,204$12.2M15.64%-30,000Timeline
BTIBRITISH AMERN TOB PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 395,000 shares; 2024Q4: 465,000 shares; 2025Q1: 420,000 shares; 2025Q2: 195,000 shares; 2025Q3: 165,000 shares; 2025Q4: 141,000 shares; 2026Q1: 141,000 shares; 2026Q2: 126,000 shares 126,000$7.78M10.01%-15,000Timeline
AERAERCAP HOLDINGS NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132,078 shares; 2024Q4: 142,078 shares; 2025Q1: 82,730 shares; 2025Q2: 98,730 shares; 2025Q3: 78,730 shares; 2025Q4: 78,730 shares; 2026Q1: 50,730 shares; 2026Q2: 50,730 shares 50,730$7.4M9.51%0Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
CRMTAMERICAS CAR-MART INC218,282$2.78Mshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000902664-26-003440 base2026-08-13acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0000902664-26-003440 Quarter ended 2026-06-302026-08-13acceptance time not in the bulk data set
13F-HR 0000902664-26-002440 Quarter ended 2026-03-312026-05-14acceptance time not in the bulk data set
13F-HR 0000902664-26-000999 Quarter ended 2025-12-312026-02-13acceptance time not in the bulk data set
13F-HR 0000902664-25-004913 Quarter ended 2025-09-302025-11-13acceptance time not in the bulk data set
13F-HR 0000902664-25-003557 Quarter ended 2025-06-302025-08-13acceptance time not in the bulk data set
13F-HR 0000902664-25-002331 Quarter ended 2025-03-312025-05-14acceptance time not in the bulk data set
13F-HR 0000902664-25-000934 Quarter ended 2024-12-312025-02-13acceptance time not in the bulk data set
13F-HR 0000902664-24-006473 Quarter ended 2024-09-302024-11-13acceptance time not in the bulk data set
13F-HR 0000902664-24-005093 Quarter ended 2024-06-302024-08-13acceptance time not in the bulk data set
13F-HR 0000902664-24-003556 Quarter ended 2024-03-312024-05-14acceptance time not in the bulk data set
13F-HR 0000902664-24-001487 Quarter ended 2023-12-312024-02-13acceptance time not in the bulk data set
13F-HR 0000902664-23-005471 Quarter ended 2023-09-302023-11-13acceptance time not in the bulk data set
13F-HR 0000902664-23-004377 Quarter ended 2023-06-302023-08-11acceptance time not in the bulk data set
13F-HR 0000902664-23-003016 Quarter ended 2023-03-312023-05-12acceptance time not in the bulk data set
13F-HR 0000902664-23-001567 Quarter ended 2022-12-312023-02-13acceptance time not in the bulk data set
13F-HR 0000902664-22-004830 Quarter ended 2022-09-302022-11-10acceptance time not in the bulk data set
13F-HR 0000902664-22-003937 Quarter ended 2022-06-302022-08-12acceptance time not in the bulk data set
13F-HR 0000902664-22-002931 Quarter ended 2022-03-312022-05-13acceptance time not in the bulk data set
13F-HR 0000902664-22-001542 Quarter ended 2021-12-312022-02-11acceptance time not in the bulk data set
13F-HR 0000902664-21-004922 Quarter ended 2021-09-302021-11-12acceptance time not in the bulk data set
13F-HR 0000902664-21-003848 Quarter ended 2021-06-302021-08-13acceptance time not in the bulk data set
13F-HR 0000902664-21-002756 Quarter ended 2021-03-312021-05-14acceptance time not in the bulk data set
13F-HR 0000902664-21-001327 Quarter ended 2020-12-312021-02-16acceptance time not in the bulk data set