Kize Capital LP Portfolio Holdings

Kize Capital LP has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $110 Million distributed in 6 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Credit Acceptance Corp with a value of $38.9M, Charter Communications, Inc. with a value of $19.7M, British American Tobacco P.L.C. with a value of $17.4M, Americas Carmart Inc with a value of $13.2M, and Dollar General Corp with a value of $12.3M.

Examining the 13F form we can see an decrease of $1.33M in the current position value, from $111M to 110M.

Kize Capital LP is based out at New York, NY

Below you can find more details about Kize Capital LP portfolio as well as his latest detailed transactions.