Vault-13

KIZE CAPITAL LP

NEW YORK, NY · CIK 1798860 · 13F filing filed 2026-08-13

SEC-registered investment adviser since 2019 · limited partnership

As an employer

$77.8m reported value -2.4% vs Q1 2026
5positions
100.0%in top 10
0 new 1 added 3 reduced 1 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 CREDIT ACCEP CORP MICH COM CACC CACC 47,274 $30.1m38.71% 38.71% ReducedShares held: Q3 2025 68.2k, Q4 2025 68.2k, Q1 2026 56.7k, Q2 2026 47.3k -9.4k -9,438 -16.6%
2 CHARTER COMMUNICATIONS INC N CL A CHTR CHTR 142,834 $20.3m26.12% 26.12% AddedShares held: Q3 2025 65.8k, Q4 2025 87.3k, Q1 2026 126.8k, Q2 2026 142.8k +16.0k +16,000 12.6%
3 HILTON GRAND VACATIONS INC COM HGV HGV 232,204 $12.2m15.64% 15.64% ReducedShares held: Q3 2025 177.9k, Q4 2025 217.9k, Q1 2026 262.2k, Q2 2026 232.2k -30.0k -30,000 -11.4%
4 BRITISH AMERN TOB PLC SPONSORED ADR BTI BTI 126,000 $7.8m10.01% 10.01% ReducedShares held: Q3 2025 165.0k, Q4 2025 141.0k, Q1 2026 141.0k, Q2 2026 126.0k -15.0k -15,000 -10.6%
5 AERCAP HOLDINGS NV SHS AER AER 50,730 $7.4m9.51% 9.51% UnchangedShares held: Q3 2025 78.7k, Q4 2025 78.7k, Q1 2026 50.7k, Q2 2026 50.7k

Sold out since Q1 2026

SecurityTickerShares held beforeValue then
AMERICAS CAR-MART INC CRMT CRMT 218,282 $2.8m218.3k shares