Balyasny Asset Management’s Papa John's PZZA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2M | Sell |
61,617
-165,165
| -73% | -$5.73M | ﹤0.01% | 1779 |
|
|
2025
Q4 | $8.73M | Buy |
+226,782
| New | +$10M | 0.01% | 1093 |
|
|
2024
Q4 | – | Sell |
-318,412
| Closed | -$17.2M | – | 3170 |
|
|
2024
Q3 | $17.2M | Buy |
318,412
+25,953
| +9% | +$1.2M | 0.03% | 706 |
|
|
2024
Q2 | $13.7M | Buy |
+292,459
| New | +$16M | 0.02% | 755 |
|
|
2023
Q3 | – | Sell |
-3,706
| Closed | -$274K | – | 2640 |
|
|
2023
Q2 | $274K | Buy |
+3,706
| New | +$275K | ﹤0.01% | 2014 |
|
|
2023
Q1 | – | Sell |
-169,709
| Closed | -$14M | – | 3055 |
|
|
2022
Q4 | $14M | Buy |
+169,709
| New | +$13.3M | 0.04% | 612 |
|
|
2022
Q2 | – | Sell |
-43,329
| Closed | -$4.56M | – | 3091 |
|
|
2022
Q1 | $4.56M | Buy |
+43,329
| New | +$4.85M | 0.01% | 986 |
|
|
2021
Q4 | – | Sell |
-30,638
| Closed | -$3.89M | – | 2530 |
|
|
2021
Q3 | $3.89M | Buy |
+30,638
| New | +$3.71M | 0.02% | 914 |
|
|
2021
Q2 | – | Sell |
-228,671
| Closed | -$20.3M | – | 2277 |
|
|
2021
Q1 | $20.3M | Sell |
228,671
-182,649
| -44% | -$17.3M | 0.1% | 276 |
|
|
2020
Q4 | $34.9M | Buy |
411,320
+361,507
| +726% | +$29.6M | 0.19% | 130 |
|
|
2020
Q3 | $4.1M | Buy |
+49,813
| New | +$4.57M | 0.03% | 663 |
|
|
2020
Q2 | – | Sell |
-11,751
| Closed | -$627K | – | 1424 |
|
|
2020
Q1 | $627K | Buy |
+11,751
| New | +$707K | 0.01% | 857 |
|
|
2019
Q4 | – | Sell |
-269,840
| Closed | -$14.1M | – | 1428 |
|
|
2019
Q3 | $14.1M | Sell |
269,840
-409,785
| -60% | -$19.3M | 0.1% | 310 |
|
|
2019
Q2 | $30.4M | Buy |
679,625
+621,693
| +1,073% | +$30.7M | 0.19% | 146 |
|
|
2019
Q1 | $3.07M | Buy |
+57,932
| New | +$2.56M | 0.02% | 708 |
|
|
2018
Q4 | – | Sell |
-226,200
| Closed | -$11.6M | – | 1681 |
|
|
2018
Q3 | $11.6M | Buy |
226,200
+77,651
| +52% | +$3.59M | 0.05% | 441 |
|
|
2018
Q2 | $7.53M | Sell |
148,549
-317,336
| -68% | -$17.8M | 0.03% | 564 |
|
|
2018
Q1 | $26.7M | Buy |
465,885
+288,413
| +163% | +$17.3M | 0.11% | 253 |
|
|
2017
Q4 | $9.96M | Buy |
+177,472
| New | +$11M | 0.03% | 648 |
|
|
2017
Q2 | – | Sell |
-102,385
| Closed | -$8.2M | – | 1686 |
|
|
2017
Q1 | $8.2M | Buy |
102,385
+98,940
| +2,872% | +$8.05M | 0.04% | 563 |
|
|
2016
Q4 | $295K | Buy |
+3,445
| New | +$286K | ﹤0.01% | 1226 |
|
Other funds holding PZZA
BIP
VPM
ICM
VCM
QOP
Balyasny Asset Management's PZZA Position: Q1 2026 in Review
Balyasny Asset Management reduced its Papa John's (PZZA) stake by 73% in Q1 2026, selling an estimated $5.73M and leaving 61,617 shares worth $2M. The position accounts for ﹤0.01% of the portfolio, ranked #1779.
Balyasny Asset Management first reported a position in PZZA in Q4 2016 and has held it in 21 quarters since. The position peaked at $34.9M in Q4 2020. 246 funds tracked by Wall St. Rank hold PZZA as of Q1 2026.
- Balyasny Asset Management held 61,617 shares of Papa John's worth $2M as of Q1 2026.
- Balyasny Asset Management sold 165,165 Papa John's shares in Q1 2026, an estimated $5.73M.
- Papa John's made up ﹤0.01% of Balyasny Asset Management's portfolio in Q1 2026, its #1779 holding.
- Balyasny Asset Management first reported a position in Papa John's in Q4 2016 and has held it in 21 quarters since.
- Balyasny Asset Management's Papa John's position peaked at $34.9M in Q4 2020.
- 246 funds tracked by Wall St. Rank held Papa John's as of Q1 2026.
Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.