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Kize Capital LP
Kize Capital LP is a hedge fund manager headquartered in New York, NY, founded in 2019 by Daniel Moss. The firm focuses on value-oriented investments and manages assets for seven clients. As of March 2024, it had $331,547,796 in discretionary assets under management. Kize Capital's investment team uses a blend of fundamental research for positions across public and private securities, including both long and short strategies in the corporate capital structure.
Investment Strategy
Kize Capital employs a value-oriented investment strategy that seeks to identify mispriced corporate securities in both public and private markets. The firm invests across the capital structure using both long and short positions, with a philosophy that emphasizes deep fundamental research, concentration in high-conviction ideas, and risk management through both hedging and portfolio construction. It primarily targets US equities but may also invest opportunistically across other asset classes and geographies.
Latest 13F Filing Activity
Kize Capital LP filed their most recent 13F report on Jun 30, 2025 disclosing 6 equity positions with a total 13F market value of $111M. The fund increased holdings in Aercap Holdings NV, Americas Car-mart Inc., Charter Communications Inc. N among other positions. Kize Capital LP reduced exposure to British Amern Tob PLC, Credit Accep Corp. Mich, Dollar Gen Corp. New among others.
Top Holdings
Equity Positions (6)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CACC | CREDIT ACCEP CORP MICH | 34.54% | $38.4M | 75,433 | $395.83 | $509.43 | -$522.0K |
C CHTR | CHARTER COMMUNICATIONS INC N | 19.60% | $21.8M | 53,334 | $538.94 | $408.81 | +$2.1M |
C CRMT | AMERICAS CAR-MART INC | 14.59% | $16.2M | 289,712 | $49.75 | $56.04 | +$3.1M |
D DG | DOLLAR GEN CORP NEW | 12.59% | $14.0M | 122,500 | $120.84 | $114.38 | +$1.7M |
A AER | AERCAP HOLDINGS NV | 10.38% | $11.6M | 98,730 | $60.30 | $117.00 | +$3.1M |
Industry Allocation
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