Hudson Bay Capital Management’s Papa John's PZZA Stock Holding History

Hudson Bay 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	$4.86M	Buy	+150,000	New	+$5.21M	0.02%	519
2025 Q1	–	Sell	-33,300	Closed	-$1.37M	–	1439
2024 Q4	$1.37M	Buy	+33,300	New	+$1.64M	﹤0.01%	709
2024 Q3	–	Sell	-33,100	Closed	-$1.56M	–	1006
2024 Q2	$1.56M	Buy	+33,100	New	+$1.81M	0.01%	555
2018 Q4	–	Sell	-40,000	Closed	-$2.05M	–	897
2018 Q3	$2.05M	Sell	40,000 -35,000	-47%	-$1.62M	0.03%	465
2018 Q2	$3.8M	Buy	+75,000	New	+$4.21M	0.05%	353

Other funds holding PZZA

BlackRock New York $6.73T AUM 46.02% 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

Hudson Bay Capital Management's PZZA Position: Q1 2026 in Review

Hudson Bay Capital Management opened a new position in Papa John's (PZZA) in Q1 2026: 194,400 shares worth $6.3M. The stake represents 0.02% of the portfolio and ranks #441 among its holdings. This is a return to the name: Hudson Bay Capital Management previously reported a position in PZZA as recently as Q2 2025.

Hudson Bay Capital Management first reported a position in PZZA in Q3 2017 and has held it in 9 quarters since. The position peaked at $7.47M in Q2 2018. 246 funds tracked by Wall St. Rank hold PZZA as of Q1 2026.

Hudson Bay Capital Management held 194,400 shares of Papa John's worth $6.3M as of Q1 2026.
Papa John's was a new Hudson Bay Capital Management position in Q1 2026.
Papa John's made up 0.02% of Hudson Bay Capital Management's portfolio in Q1 2026, its #441 holding.
Hudson Bay Capital Management first reported a position in Papa John's in Q3 2017 and has held it in 9 quarters since.
Hudson Bay Capital Management's Papa John's position peaked at $7.47M in Q2 2018.
246 funds tracked by Wall St. Rank held Papa John's as of Q1 2026.

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