Isthmus Partners’s Papa John's PZZA Stock Holding History

Isthmus Partners’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	$1.32M	Sell	35,947 -152	-0.4%	-$5.25K	0.13%	123
2026 Q1	$1.17M	Sell	36,099 -43,482	-55%	-$1.51M	0.12%	123
2025 Q4	$3.06M	Buy	79,581 +1,219	+2%	+$53.8K	0.34%	81
2025 Q3	$3.77M	Buy	78,362 +3,773	+5%	+$175K	0.84%	32
2025 Q2	$3.65M	Buy	74,589 +271	+0.4%	+$11.1K	0.43%	60
2025 Q1	$3.05M	Buy	74,318 +2,907	+4%	+$124K	0.38%	66
2024 Q4	$2.93M	Buy	71,411 +35,652	+100%	+$1.75M	0.36%	76
2024 Q3	$1.93M	Buy	35,759 +25,947	+264%	+$1.19M	0.23%	95
2024 Q2	$461K	Buy	+9,812	New	+$537K	0.05%	138

Other funds holding PZZA

Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return

SFCM

Savoir Faire Capital Management Norwalk, Connecticut $161M AUM 3.8% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

FIA

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Isthmus Partners's PZZA Position: Q2 2026 in Review

Isthmus Partners reduced its Papa John's (PZZA) stake by 0.42% in Q2 2026, selling an estimated $5.25K and leaving 35,947 shares worth $1.32M. The position accounts for 0.13% of the portfolio, ranked #123.

Isthmus Partners first reported a position in PZZA in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.77M in Q3 2025. 45 funds tracked by Wall St. Rank hold PZZA as of Q2 2026.

Isthmus Partners held 35,947 shares of Papa John's worth $1.32M as of Q2 2026.
Isthmus Partners sold 152 Papa John's shares in Q2 2026, an estimated $5.25K.
Papa John's made up 0.13% of Isthmus Partners's portfolio in Q2 2026, its #123 holding.
Isthmus Partners first reported a position in Papa John's in Q2 2024 and has held it in 9 quarters since.
Isthmus Partners's Papa John's position peaked at $3.77M in Q3 2025.
45 funds tracked by Wall St. Rank held Papa John's as of Q2 2026.

Based on Isthmus Partners's 13F filing for Q2 2026, filed 20 Jul 2026.