Junto Capital Management’s Planet Fitness PLNT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-361,723	Closed	-$39.2M	–	118
2025 Q4	$39.2M	Sell	361,723 -347,363	-49%	-$35.8M	0.88%	45
2025 Q3	$73.6M	Buy	+709,086	New	+$75.4M	1.54%	28
2025 Q2	–	Sell	-544,252	Closed	-$52.6M	–	107
2025 Q1	$52.6M	Buy	+544,252	New	+$54.8M	1.2%	28
2024 Q3	–	Sell	-673,929	Closed	-$49.6M	–	99
2024 Q2	$49.6M	Buy	+673,929	New	+$43.7M	1.09%	45
2024 Q1	–	Sell	-756,934	Closed	-$55.3M	–	96
2023 Q4	$55.3M	Buy	756,934 +543,942	+255%	+$33.4M	1.27%	32
2023 Q3	$10.5M	Buy	+212,992	New	+$12.9M	0.25%	68
2020 Q4	–	Sell	-544,785	Closed	-$33.6M	–	74
2020 Q3	$33.6M	Buy	+544,785	New	+$31.3M	1.22%	39
2019 Q3	–	Sell	-541,612	Closed	-$39.2M	–	50
2019 Q2	$39.2M	Buy	+541,612	New	+$40.8M	2.26%	23
2018 Q3	–	Sell	-476,209	Closed	-$20.9M	–	54
2018 Q2	$20.9M	Buy	476,209 +26,582	+6%	+$1.09M	1.46%	31
2018 Q1	$17M	Sell	449,627 -1,226,056	-73%	-$43M	1.28%	33
2017 Q4	$58M	Buy	1,675,683 +329,632	+24%	+$9.75M	4.43%	7
2017 Q3	$36.3M	Sell	1,346,051 -248,949	-16%	-$6.05M	2.98%	12
2017 Q2	$37.2M	Buy	+1,595,000	New	+$33.4M	3.28%	11