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

Irenic 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
-325,108
Closed -$12.5M – 58
2025
Q4 		$12.5M Sell
325,108
-748,592
-70% -$33.1M 0.84% 19
2025
Q3 		$51.7M Buy
+1,073,700
New +$49.7M 5.42% 3

Other funds holding PZZA

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

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

Irenic Capital Management sold out of Papa John's (PZZA) in Q1 2026, closing a stake of 325,108 shares — an estimated $12.5M sold.

Irenic Capital Management first reported a position in PZZA in Q3 2025 and held it in 2 quarters. The position peaked at $51.7M in Q3 2025. 246 funds tracked by Wall St. Rank hold PZZA as of Q1 2026.

  • Irenic Capital Management reported no remaining Papa John's position as of Q1 2026 after selling out during the quarter.
  • Irenic Capital Management sold 325,108 Papa John's shares in Q1 2026, an estimated $12.5M.
  • Irenic Capital Management first reported a position in Papa John's in Q3 2025 and held it in 2 quarters.
  • Irenic Capital Management's Papa John's position peaked at $51.7M in Q3 2025.
  • 246 funds tracked by Wall St. Rank held Papa John's as of Q1 2026.

Based on Irenic Capital Management's 13F filing for Q1 2026, filed 18 May 2026.