Kize Capital LP Portfolio Holdings

Kize Capital LP

$111 Million
Q4 2024

Kize Capital LP has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $111 Million distributed in 7 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Credit Acceptance Corp with a value of $39.5M, Charter Communications, Inc. with a value of $18.3M, British American Tobacco P.L.C. with a value of $16.9M, Aer Cap Holdings N.V. with a value of $13.6M, and Americas Carmart Inc with a value of $11M.

Examining the 13F form we can see an increase of $25.7M in the current position value, from $85.5M to 111M.

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.

Portfolio value $111 Million

Financial Services: $39.5 Million

Consumer Defensive: $27.5 Million

Communication Services: $19.5 Million

Industrials: $13.6 Million

Consumer Cyclical: $11 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
CHTR Charter Communications, Inc. Communication Services	$56.8B	$18.3 Million 16.44% of portfolio	53,334	Q4 2024 Added 8.11%
BTI British American Tobacco P.L.C. Consumer Defensive	$87.1B	$16.9 Million 15.18% of portfolio	465,000	Q4 2024 Added 17.72%
AER Aer Cap Holdings N.V. Industrials	$25B	$13.6 Million 12.22% of portfolio	142,078	Q4 2024 Added 7.57%
DG Dollar General Corp Consumer Defensive	$16.7B	$10.6 Million 9.54% of portfolio	140,000	Q4 2024 Added 66.67%

Summary

Portfolio
No. of Stocks 7
Current Value $111 Million
Prior Value $85.5 Million
Filing
Period Q4 2024
Filing Date February 13, 2025
Form Type 13F-HR
Activity in Q4 2024
New Purchases 1 stocks
Additional Purchases 5 stocks
Sold out of 0 stocks
Reduced holdings in 1 stocks

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