13F Insight
DOSSIER · 13F-HR · Q2 2026

KIZE CAPITAL LP

$78M in tracked AUM across 5 positions as of Q2 2026.

KC
CIK 0001798860 · last filed Jun 30, 2026
Total AUM
$78M
as of Q2 2026
Holdings
5
—
positions
Whale Score
65
65
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

KIZE CAPITAL LP filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
CACC
CREDIT ACCEP CORP MICH
$30M47K38.7%02
CHTR
CHARTER COMMUNICATIONS INC
$20M143K26.1%03
HGV
HILTON GRAND VACATIONS INC
$12M232K15.6%04
BTI
BRITISH AMERN TOB PLC
$8M126K10.0%05
N00985106
AERCAP HOLDINGS NV
$7M51K9.5%

Filing history

2026Q2Jun 30
$78M▼ 2.4%
5 positionsView →2026Q1Mar 31
$80M▼ 6.1%
6 positionsView →2025Q4Dec 31
$85M▲ 95.1%
6 positionsView →2025Q3Sep 30
$43M▼ 60.9%
4 positionsLocked2025Q2Jun 30
$111M▲ 169.7%
6 positionsLocked2025Q1Mar 31
$41M▼ 62.9%
3 positionsLocked2024Q4Dec 31
$111M▲ 30.1%
7 positionsLocked2024Q3Sep 30
$85M▼ 19.6%
7 positionsLocked2024Q2Jun 30
$106M▼ 9.2%
8 positionsLocked2024Q1Mar 31
$117M▼ 30.9%
7 positionsLocked2023Q4Dec 31
$169M▲ 5.1%
7 positionsLocked2023Q3Sep 30
$161M▼ 19.7%
6 positionsLocked
Showing 12 of 23