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

Gumshoe 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
2026
Q1 		– Sell
-260,687
Closed -$10M – 9
2025
Q4 		$10M Buy
+260,687
New +$11.5M 9.48% 5

Other funds holding PZZA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
ICM
Irth Capital Management New York $59.9M AUM 24.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $2.16B AUM 28.56% 1-Year Est. Return

Gumshoe Capital Management's PZZA Position: Q1 2026 in Review

Gumshoe Capital Management sold out of Papa John's (PZZA) in Q1 2026, closing a stake of 260,687 shares — an estimated $10M sold.

Gumshoe Capital Management first reported a position in PZZA in Q4 2025 and held it in 1 quarter. The position peaked at $10M in Q4 2025. 248 funds tracked by Wall St. Rank hold PZZA as of Q1 2026.

  • Gumshoe Capital Management reported no remaining Papa John's position as of Q1 2026 after selling out during the quarter.
  • Gumshoe Capital Management sold 260,687 Papa John's shares in Q1 2026, an estimated $10M.
  • Gumshoe Capital Management first reported a position in Papa John's in Q4 2025 and held it in 1 quarter.
  • Gumshoe Capital Management's Papa John's position peaked at $10M in Q4 2025.
  • 248 funds tracked by Wall St. Rank held Papa John's as of Q1 2026.

Based on Gumshoe Capital Management's 13F filing for Q1 2026, filed 15 May 2026.