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KIZE CAPITAL LP - Portfolio Stock Holdings

KIZE CAPITAL LP disclosed 6 stock positions in a recent SEC 13F filing. $77,751,373 of stock holdings were filed, with the largest holdings including CACC, CHTR, and HGV. This filing represented positions held on June 30, 2026, and was filed on Aug. 13, 2026.

We estimate the fund has a total AUM of $264,917,072 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.

Report Period:

June 30, 2026

No. of Stocks:

6

Est. Stock Holding Value:

$77,751,373

Top Stock Holdings By Sector

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Portfolio Stock Holdings - KIZE CAPITAL LP

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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