13F Filings History of KIZE CAPITAL LP

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$84,764,449
Signature - Title
Jacqueline Walsh - CCO and Controller
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by KIZE CAPITAL LP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. KIZE CAPITAL LP reported 6 stock holdings with total value $84,764,449 as of Q4 2025. Top holdings included CACC, CHTR, AER, HGV, and BTI.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 6 $84,764,449 +$6,278,125 -$4,976,130 +$1,301,995 CACC, CHTR, AER, HGV, BTI 13F-HR 13 Feb 2026, 16:30
Q3 2025 7 $87,664,272 +$10,878,819 -$16,528,721 -$5,649,902 CACC, CHTR, AER, BTI, CRMT 13F-HR 13 Nov 2025, 16:15
Q2 2025 6 $111,259,076 +$1,872,000 -$12,650,900 -$10,778,900 CACC, CHTR, CRMT, DG, AER 13F-HR 13 Aug 2025, 16:15
Q1 2025 6 $109,893,161 +$3,369,754 -$13,725,289 -$10,355,535 CACC, CHTR, BTI, CRMT, DG 13F-HR 14 May 2025, 17:15
Q4 2024 7 $111,224,898 +$27,743,936 -$4,168,704 +$23,575,232 CACC, CHTR, BTI, AER, CRMT 13F-HR 13 Feb 2025, 16:30
Q3 2024 7 $85,459,229 +$4,834,474 -$22,190,910 -$17,356,436 CACC, CHTR, BTI, AER, DG 13F-HR 13 Nov 2024, 16:30
Q2 2024 8 $106,230,065 +$10,825,500 -$16,964,992 -$6,139,492 CACC, CHTR, RYAAY, AER, BTI 13F-HR 13 Aug 2024, 17:00
Q1 2024 7 $117,032,688 +$11,938,590 -$66,315,747 -$54,377,157 CACC, CHTR, AER, RYAAY, DG 13F-HR 14 May 2024, 17:00
Q4 2023 7 $169,353,496 +$32,337,800 -$39,166,819 -$6,829,019 CACC, RYAAY, CHTR, AER, TMUS 13F-HR 13 Feb 2024, 17:00
Q3 2023 6 $161,208,213 $0 -$44,665,248 -$44,665,248 CACC, CHTR, AER, KKR, BFH 13F-HR 13 Nov 2023, 16:00
Q2 2023 6 $200,720,661 +$495,950 -$48,651,416 -$48,155,466 CACC, CHTR, KKR, AER, BFH 13F-HR 11 Aug 2023, 16:01
Q1 2023 6 $228,755,194 +$1,395,328 -$4,244,800 -$2,849,472 CACC, CHTR, KKR, AER, TMUS 13F-HR 12 May 2023, 16:10
Q4 2022 6 $238,985,627 +$50,669,328 -$51,882,744 -$1,213,416 CACC, CHTR, BFH, AER, KKR 13F-HR 13 Feb 2023, 16:11
Q3 2022 7 $216,480,000 +$7,331,137 -$5,157,017 +$2,174,120 CACC, CHTR, TMUS, DG, AER 13F-HR 10 Nov 2022, 17:00
Q2 2022 7 $244,779,000 +$15,957,943 -$8,867,157 +$7,090,786 CACC, CHTR, TMUS, DG, WRLD 13F-HR 12 Aug 2022, 16:55
Q1 2022 7 $282,281,000 +$35,914,240 -$39,054,065 -$3,139,825 CACC, CHTR, WRLD, AER, TMUS 13F-HR 13 May 2022, 16:07
Q4 2021 7 $340,355,000 +$14,026,947 -$36,108,540 -$22,081,593 CACC, AER, CHTR, WRLD, BFH 13F-HR 11 Feb 2022, 16:05
Q3 2021 7 $339,225,000 +$27,979,000 -$126,019,304 -$98,040,304 CACC, AER, CHTR, SPG, BFH 13F-HR 12 Nov 2021, 16:05
Q2 2021 7 $395,266,000 $0 -$28,066,298 -$28,066,298 CACC, CHTR, AER, SPG, KKR 13F-HR 13 Aug 2021, 16:10
Q1 2021 7 $379,782,000 +$32,192,101 -$49,264,792 -$17,072,691 CACC, AER, CHTR, SPG, BFH 13F-HR 14 May 2021, 16:02
Q4 2020 8 $334,236,000 $0 $0 $0 CACC, AER, SPG, CHTR, KKR 13F-HR 12 Feb 2021, 20:30