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KIZE CAPITAL LP

Q2 2025 · Filed 2025-08-13
Market Value
$111M
+1.2%
Holdings
6
-1
New Purchases
0
Added To
1
Closed
0
Reduced
2
Top 10 Concentration
100.0%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AER 10.38% 7.69% +2.69% $12M
CRMT 14.59% 11.97% +2.63% $16M
CHTR 19.60% 17.89% +1.71% $22M
DG 12.59% 11.20% +1.39% $14M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BTI 8.30% 15.81% -7.52% $9M
CACC 34.54% 35.44% -0.90% $38M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 4 $57M 50.9%
Mid Cap 1 $38M 34.5%
Micro Cap 1 $16M 14.6%

Portfolio Analytics

Avg Market Cap
$35.3B
Median Market Cap
$20.5B
Avg P/E
10.3
Median P/E
12.9
Avg Dividend Yield
0.01%
Avg Beta
0.77
# Stocks
6
# ETFs / Funds
0

Top Holdings (6 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 CACC 34.54% 75,433 $38M $509.43 -$522K
2 CHTR 19.60% 53,334 $22M $408.81 $2M
3 CRMT 14.59% 289,712 $16M $56.04 $3M
4 DG 12.59% 122,500 $14M $114.38 $2M -17,500 -12.5%
5 AER 10.38% 98,730 $12M $117.00 $3M +16,000 +19.3%
6 BTI 8.30% 195,000 $9M $47.33 -$8M -225,000 -53.6%
View SEC EDGAR Filings for KIZE CAPITAL LP →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms