Holdings of KIZE CAPITAL LP
5 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 100 % of the equity sleeve
Sector breakdown
- Communication 37.7 %
- Consumer staples 11.3 %
- Unattributed 51.0 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 88.7 %
- GB 11.3 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 4 | 64.4M $ | 88.66 % |
| 2 | GB | 1 | 8.2M $ | 11.34 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Charter Communications, Inc. | 126,834 | 27.4M $ | |
| 2 | Credit Acceptance Corp | 56,712 | 24M $ | |
| 3 | Hilton Grand Vacations Inc | 262,204 | 10.3M $ | |
| 4 | British American Tobacco PLC | 141,000 | 8.2M $ | |
| 5 | America's Car-Mart Inc/TX | 218,282 | 2.8M $ |