KIZE CAPITAL LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| HILTON GRAND VACATIONS INC(HGV) | 0 | 177,948 | +177,948 | 0 | 7,440,006 | 8.49% | +7,440,006 |
| BRITISH AMERN TOB PLC(BTI) | 195,000 | 165,000 | -30,000 | 9,229,350 | 8,758,200 | 9.99% | -471,150 |
| AERCAP HOLDINGS NV(AER) | 98,730 | 78,730 | -20,000 | 11,551,410 | 9,526,330 | 10.87% | -2,025,080 |
| CHARTER COMMUNICATIONS INC N(CHTR) | 53,334 | 65,834 | +12,500 | 21,803,473 | 18,111,263 | 20.66% | -3,692,210 |
| CREDIT ACCEP CORP MICH(CACC) | 75,433 | 68,187 | -7,246 | 38,427,833 | 31,838,556 | 36.32% | -6,589,277 |
| AMERICAS CAR-MART INC | 289,712 | 286,637 | -3,075 | 16,235,460 | 8,372,667 | 9.55% | -7,862,793 |
| DOLLAR GEN CORP NEW(DG) | 122,500 | 35,000 | -87,500 | 14,011,550 | 3,617,250 | 4.13% | -10,394,300 |