KIZE CAPITAL LP - Portfolio Stock Holdings

KIZE CAPITAL LP disclosed 6 stock positions in a recent SEC 13F filing. $79,787,950 of stock holdings were filed, with the largest holdings including CHTR, CACC, and HGV. This filing represented positions held on March 31, 2026, and was filed on May 14, 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.