KIZE CAPITAL LP.

AUM · $78M (13F)Positions · 5Turnover · n/a · Q2Filed · Aug 13, 2026

CONCENTRATION

n/a

Top 10 holdings

NEW BUYS

No new positions

EXITS

No exits

SECTOR SHIFT

n/a

No prior quarter data

§ 01 · TOP HOLDINGS

The book · Q2 2026

FILED AUG 13, 2026

#	Ticker	Name	Shares	$ value	% port	Δ Q2
1	CACC	CREDIT ACCEP CORP MICH	47K	$30M	38.7%	−17%
2	CHTR	CHARTER COMMUNICATIONS INC	143K	$20M	26.1%	+13%
3	HGV	HILTON GRAND VACATIONS INC	232K	$12M	15.6%	−11%
4	BTI	BRITISH AMERN TOB PLC	126K	$8M	10.0%	−11%
5	AER	AERCAP HOLDINGS NV	51K	$7M	9.5%	±0%

§ 02 · SECTOR ALLOCATION

Sector data pending

§ 03 · THE KIZE SIGNAL

KIZE CAPITAL LP is a Other fund managing $78 million in assets. The fund runs a focused portfolio of just 5 positions.