KIZE CAPITAL LP — 13F holdings

KIZE CAPITAL LP reported 5 holdings worth $77.8M in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. CACC CREDIT ACCEP CORP MICH — $30.1M (38.7%)
2. CHTR CHARTER COMMUNICATIONS INC N — $20.3M (26.1%)
3. HGV HILTON GRAND VACATIONS INC — $12.2M (15.6%)
4. BTI BRITISH AMERN TOB PLC — $7.78M (10.0%)
5. AER AERCAP HOLDINGS NV — $7.40M (9.5%)