Investor Details
| Filer Name: | KIZE CAPITAL LP |
|---|---|
| CIK: | 1798860 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-13 |
| Number of Holdings: | 7 |
| Portfolio Value: | $0.11B |
Kize Capital Lp Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| CACC | US | CREDIT ACCEPTANCE CORP | 84,233 | $40M | 35.55% | 23.7% | - |
| CHTR | US | CHARTER COMMUNICATIONS INC-A | 53,334 | $18M | 16.44% | 8.1% | - |
| BTI | US | BRITISH AMERICAN TOB-SP ADR | 465,000 | $17M | 15.18% | 17.7% | - |
| AER | US | AERCAP HOLDINGS NV | 142,078 | $14M | 12.22% | 7.6% | - |
| CRMT | US | AMERICA'S CAR-MART INC | 215,472 | $11M | 9.93% | 100.0% | - |
| DG | US | DOLLAR GENERAL CORP | 140,000 | $11M | 9.54% | 66.7% | - |
| TMUS | US | T-MOBILE US INC | 5,691 | $1M | 1.13% | -59.9% | - |