Kize Capital’s World Acceptance Corp WRLD Stock Holding History

Kize Capital’s Portfolio WRLD Stock Details WRLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-206,260	Closed	-$20M	–	8
2022 Q3	$20M	Hold	206,260	–	–	9.22%	7
2022 Q2	$23.2M	Buy	206,260 +10,000	+5%	+$1.57M	9.46%	5
2022 Q1	$37.7M	Buy	196,260 +19,700	+11%	+$3.9M	13.34%	3
2021 Q4	$43.3M	Sell	176,560 -8,236	-4%	-$1.79M	12.73%	4
2021 Q3	$35M	Sell	184,796 -19,992	-10%	-$3.69M	10.33%	6
2021 Q2	$32.8M	Hold	204,788	–	–	8.3%	7
2021 Q1	$26.6M	Sell	204,788 -6,351	-3%	-$836K	7%	7
2020 Q4	$21.6M	Buy	+211,139	New	+$22.3M	6.46%	8

Other funds holding WRLD

PGP

Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return

CIP

CAS Investment Partners Westport, Connecticut $1.75B AUM 41.95% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

TWS

Thomas W. Smith $101M AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kize Capital's WRLD Position: Q4 2022 in Review

Kize Capital sold out of World Acceptance Corp (WRLD) in Q4 2022, closing a stake of 206,260 shares — an estimated $20M sold.

Kize Capital first reported a position in WRLD in Q4 2020 and held it in 8 quarters. The position peaked at $43.3M in Q4 2021. 107 funds tracked by Wall St. Rank hold WRLD as of Q4 2022.

Kize Capital reported no remaining World Acceptance Corp position as of Q4 2022 after selling out during the quarter.
Kize Capital sold 206,260 World Acceptance Corp shares in Q4 2022, an estimated $20M.
Kize Capital first reported a position in World Acceptance Corp in Q4 2020 and held it in 8 quarters.
Kize Capital's World Acceptance Corp position peaked at $43.3M in Q4 2021.
107 funds tracked by Wall St. Rank held World Acceptance Corp as of Q4 2022.

Based on Kize Capital's 13F filing for Q4 2022, filed 13 Feb 2023.