Balyasny Asset Management’s Papa John's PZZA Stock Holding History

Balyasny Asset Management’s Portfolio PZZA Stock Details PZZA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-10,000	Closed	-$762K	–	3023
2023 Q4	$762K	Buy	+10,000	New	+$680K	﹤0.01%	1793
2018 Q4	–	Sell	-30,000	Closed	-$1.4M	–	1680
2018 Q3	$1.4M	Sell	30,000 -642,000	-96%	-$29.7M	0.01%	1089
2018 Q2	$34.1M	Buy	+672,000	New	+$37.7M	0.15%	180
2018 Q1	–	Sell	-255,000	Closed	-$14.3M	–	2248
2017 Q4	$14.3M	Buy	+255,000	New	+$15.9M	0.04%	527
2017 Q2	–	Sell	-100,000	Closed	-$8M	–	1685
2017 Q1	$8M	Buy	+100,000	New	+$8.13M	0.04%	570

Other funds holding PZZA

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

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

ICM

Irth Capital Management New York $52.8M AUM 21.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

QOP

Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return

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.