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

Irth 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
Q2 		$59.9M Hold
1,628,503
– – 100% 1
2026
Q1 		$52.8M Hold
1,628,503
– – 100% 1
2025
Q4 		$62.7M Hold
1,628,503
– – 100% 1
2025
Q3 		$78.4M Hold
1,628,503
– – 100% 1
2025
Q2 		$79.7M Hold
1,628,503
– – 100% 1
2025
Q1 		$66.9M Hold
1,628,503
– – 100% 1
2024
Q4 		$66.9M Buy
+1,628,503
New +$80M 100% 1

Other funds holding PZZA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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
QOP
Quinn Opportunity Partners Charlottesville, Virginia $2.16B AUM 28.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Irth Capital Management's PZZA Position: Q2 2026 in Review

Irth Capital Management held its Papa John's (PZZA) position steady in Q2 2026 at 1,628,503 shares worth $59.9M. The position accounts for 100% of the portfolio, ranked #1.

Irth Capital Management first reported a position in PZZA in Q4 2024 and has held it in 7 quarters since. The position peaked at $79.7M in Q2 2025. 258 funds tracked by Wall St. Rank hold PZZA as of Q2 2026.

  • Irth Capital Management held 1,628,503 shares of Papa John's worth $59.9M as of Q2 2026.
  • Irth Capital Management left its Papa John's share count unchanged in Q2 2026.
  • Papa John's made up 100% of Irth Capital Management's portfolio in Q2 2026, its #1 holding.
  • Irth Capital Management first reported a position in Papa John's in Q4 2024 and has held it in 7 quarters since.
  • Irth Capital Management's Papa John's position peaked at $79.7M in Q2 2025.
  • 258 funds tracked by Wall St. Rank held Papa John's as of Q2 2026.

Based on Irth Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.