KIZE CAPITAL LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| CHARTER COMMUNICATIONS INC(CHTR) | 87,334 | 126,834 | +39,500 | 18,230,973 | 27,380,924 | 34.38% | +9,149,951 |
| HILTON GRAND VACATIONS INC(HGV) | 217,948 | 262,204 | +44,256 | 9,753,173 | 10,257,420 | 12.88% | +504,247 |
| BRITISH AMERN TOB PLC(BTI) | 141,000 | 141,000 | 0 | 7,983,420 | 8,244,270 | 10.35% | +260,850 |
| AERCAP HOLDINGS NV(AER) | 78,730 | 50,730 | -28,000 | 11,318,225 | 6,959,141 | 8.74% | -4,359,084 |
| AMERICAS CAR-MART INC | 286,637 | 218,282 | -68,355 | 7,240,451 | 2,778,730 | 3.49% | -4,461,721 |
| CREDIT ACCEP CORP MICH(CACC) | 68,187 | 56,712 | -11,475 | 30,238,207 | 24,015,264 | 30.16% | -6,222,943 |