Long Focus Capital Management’s Papa John's PZZA Stock Holding History

Long Focus 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	$11.4M	Hold	310,622	–	–	0.29%	60
2026 Q1	$10.1M	Hold	310,622	–	–	0.26%	68
2025 Q4	$12M	Hold	310,622	–	–	0.31%	62
2025 Q3	$15M	Hold	310,622	–	–	0.49%	49
2025 Q2	$15.2M	Hold	310,622	–	–	0.57%	48
2025 Q1	$12.8M	Buy	310,622 +130,622	+73%	+$5.58M	0.43%	49
2024 Q4	$7.39M	Buy	+180,000	New	+$8.84M	0.24%	63

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

Long Focus Capital Management's PZZA Position: Q2 2026 in Review

Long Focus Capital Management held its Papa John's (PZZA) position steady in Q2 2026 at 310,622 shares worth $11.4M. The position accounts for 0.29% of the portfolio, ranked #60.

Long Focus Capital Management first reported a position in PZZA in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.2M in Q2 2025. 258 funds tracked by Wall St. Rank hold PZZA as of Q2 2026.

Long Focus Capital Management held 310,622 shares of Papa John's worth $11.4M as of Q2 2026.
Long Focus Capital Management left its Papa John's share count unchanged in Q2 2026.
Papa John's made up 0.29% of Long Focus Capital Management's portfolio in Q2 2026, its #60 holding.
Long Focus Capital Management first reported a position in Papa John's in Q4 2024 and has held it in 7 quarters since.
Long Focus Capital Management's Papa John's position peaked at $15.2M in Q2 2025.
258 funds tracked by Wall St. Rank held Papa John's as of Q2 2026.

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