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KIZE CAPITAL LP

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13F filer, CIK 1798860, NEW YORK, NY

KIZE CAPITAL LP reported $111,259,076 across 6 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-13.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000902664-25-003557

Period
2025-06-30
Reported value
$111M
Holdings
6
Top 10 weight
100%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AERadded+16,000$1.87M

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
BTIreduced-225,000-$10.6M
DGreduced-17,500-$2M

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 2025

Share positions as resolved from 13F-HR 0000902664-25-003557, largest first. % of portfolio is the value over $111,259,076, 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,077 shares; 2024Q4: 84,233 shares; 2025Q1: 75,433 shares; 2025Q2: 75,433 shares 75,433$38.4M34.54%0Timeline
CHTRCHARTER COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,334 shares; 2024Q4: 53,334 shares; 2025Q1: 53,334 shares; 2025Q2: 53,334 shares 53,334$21.8M19.6%0Timeline
CRMTAMERICAS CAR-MART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 215,472 shares; 2025Q1: 289,712 shares; 2025Q2: 289,712 shares 289,712$16.2M14.59%0Timeline
DGDOLLAR GEN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,000 shares; 2024Q4: 140,000 shares; 2025Q1: 140,000 shares; 2025Q2: 122,500 shares 122,500$14M12.59%-17,500Timeline
AERAERCAP HOLDINGS NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,078 shares; 2024Q4: 142,078 shares; 2025Q1: 82,730 shares; 2025Q2: 98,730 shares 98,730$11.6M10.38%+16,000Timeline
BTIBRITISH AMERN TOB PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 395,000 shares; 2024Q4: 465,000 shares; 2025Q1: 420,000 shares; 2025Q2: 195,000 shares 195,000$9.23M8.3%-225,000Timeline

How Q2 2025 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 0000902664-25-003557 base2025-08-13acceptance time not in the bulk data set