K2 Principal Fund’s Papa John's PZZA Stock Holding History

K2 Principal Fund’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	$4.02M	Buy	109,300 +36,100	+49%	+$1.25M	0.29%	106
2026 Q1	$2.37M	Buy	+73,200	New	+$2.54M	0.17%	158
2018 Q2	–	Sell	-11,891	Closed	-$667K	–	359
2018 Q1	$681K	Buy	11,891 +891	+8%	+$53.3K	0.04%	245
2017 Q4	$617K	Buy	+11,000	New	+$684K	0.04%	224

Other funds holding PZZA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

ICM

Irth Capital Management New York $59.9M AUM 24.87% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

K2 Principal Fund's PZZA Position: Q2 2026 in Review

K2 Principal Fund increased its Papa John's (PZZA) stake by 49% in Q2 2026, buying an estimated $1.25M and bringing the position to 109,300 shares worth $4.02M. The position accounts for 0.29% of the portfolio, ranked #106.

K2 Principal Fund first reported a position in PZZA in Q4 2017 and has held it in 4 quarters since. 259 funds tracked by Wall St. Rank hold PZZA as of Q2 2026.

K2 Principal Fund held 109,300 shares of Papa John's worth $4.02M as of Q2 2026.
K2 Principal Fund bought 36,100 Papa John's shares in Q2 2026, an estimated $1.25M.
Papa John's made up 0.29% of K2 Principal Fund's portfolio in Q2 2026, its #106 holding.
K2 Principal Fund first reported a position in Papa John's in Q4 2017 and has held it in 4 quarters since.
259 funds tracked by Wall St. Rank held Papa John's as of Q2 2026.

Based on K2 Principal Fund's 13F filing for Q2 2026, filed 7 Aug 2026.