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KIZE CAPITAL LP

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13F filer, CIK 1798860, NEW YORK, NY

KIZE CAPITAL LP reported $79,635,749 across 6 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000902664-26-002440

Period
2026-03-31
Reported value
$79.6M
Holdings
6
Top 10 weight
100%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CHTRadded+39,500$8.53M
HGVadded+44,256$1.73M

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-11,475-$4.86M
AERreduced-28,000-$3.84M
CRMTreduced-68,355-$870K

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, Q1 2026

Share positions as resolved from 13F-HR 0000902664-26-002440, largest first. % of portfolio is the value over $79,635,749, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
CHTRCHARTER COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 126,834$27.4M34.38%+39,500Timeline
CACCCREDIT ACCEP CORP MICHQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 56,712$24M30.16%-11,475Timeline
HGVHILTON GRAND VACATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 177,948 shares; 2025Q4: 217,948 shares; 2026Q1: 262,204 shares 262,204$10.3M12.88%+44,256Timeline
BTIBRITISH AMERN TOB PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 141,000$8.24M10.35%0Timeline
AERAERCAP HOLDINGS NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 50,730$6.96M8.74%-28,000Timeline
CRMTAMERICAS CAR-MART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 215,472 shares; 2025Q1: 289,712 shares; 2025Q2: 289,712 shares; 2025Q3: 286,637 shares; 2025Q4: 286,637 shares; 2026Q1: 218,282 shares 218,282$2.78M3.49%-68,355Timeline

How Q1 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 0000902664-26-002440 base2026-05-14acceptance time not in the bulk data set