Dorsal Capital Management’s Papa John's PZZA Stock Holding History

Dorsal Capital 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
2020 Q4	–	Sell	-400,000	Closed	-$32.9M	–	24
2020 Q3	$32.9M	Sell	400,000 -100,000	-20%	-$9.18M	2.54%	15
2020 Q2	$39.7M	Sell	500,000 -400,000	-44%	-$29.8M	2.45%	16
2020 Q1	$48M	Buy	900,000 +100,000	+13%	+$6.02M	3.89%	14
2019 Q4	$50.5M	Buy	800,000 +450,000	+129%	+$26.6M	3.06%	14
2019 Q3	$18.3M	Buy	+350,000	New	+$16.5M	1.11%	18

Other funds holding PZZA

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dorsal Capital Management's PZZA Position: Q4 2020 in Review

Dorsal Capital Management sold out of Papa John's (PZZA) in Q4 2020, closing a stake of 400,000 shares — an estimated $32.9M sold.

Dorsal Capital Management first reported a position in PZZA in Q3 2019 and held it in 5 quarters. The position peaked at $50.5M in Q4 2019. 274 funds tracked by Wall St. Rank hold PZZA as of Q4 2020.

Dorsal Capital Management reported no remaining Papa John's position as of Q4 2020 after selling out during the quarter.
Dorsal Capital Management sold 400,000 Papa John's shares in Q4 2020, an estimated $32.9M.
Dorsal Capital Management first reported a position in Papa John's in Q3 2019 and held it in 5 quarters.
Dorsal Capital Management's Papa John's position peaked at $50.5M in Q4 2019.
274 funds tracked by Wall St. Rank held Papa John's as of Q4 2020.

Based on Dorsal Capital Management's 13F filing for Q4 2020, filed 17 Feb 2021.