Kize Capital LP
Annual return '25
+1.6%
SPY '25
+17.7%
Alpha
-16.1ptsvs SPY
Invested
$79.6M
Holdings
6
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$CHTR
CHARTER COMMUNICATIONS INC
Q4 2025: Increased +32.7% (65.8k → 87.3k shares)
34.4%
02
$CACC
CREDIT ACCEP CORP MICH
Q3 2025: Sold 9.6% (75.4k → 68.2k shares)
30.2%
03
$HGV
HILTON GRAND VACATIONS INC
Q4 2025: Increased +22.5% (177.9k → 217.9k shares)
12.9%
04
$BTI
BRITISH AMERN TOB PLC
Q4 2025: Sold 14.6% (165.0k → 141.0k shares)
10.4%
05
$AER
AERCAP HOLDINGS NV
Q3 2025: Sold 20.3% (98.7k → 78.7k shares)
8.7%
06
$CRMT
AMERICAS CAR-MART INC
Q3 2025: Sold 1.1% (289.7k → 286.6k shares)
3.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:32 UTC.