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Mill Road Capital Management’s Papa John's PZZA Stock Holding History

Mill Road 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 		$603K Sell
16,400
-15,500
-49% -$535K 0.3% 20
2026
Q1 		$1.03M Buy
+31,900
New +$1.11M 0.54% 20

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
ICM
Irth Capital Management New York $59.9M AUM 24.87% 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

Mill Road Capital Management's PZZA Position: Q2 2026 in Review

Mill Road Capital Management reduced its Papa John's (PZZA) stake by 49% in Q2 2026, selling an estimated $535K and leaving 16,400 shares worth $603K. The position accounts for 0.3% of the portfolio, ranked #20.

Mill Road Capital Management first reported a position in PZZA in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.03M in Q1 2026. 259 funds tracked by Wall St. Rank hold PZZA as of Q2 2026.

  • Mill Road Capital Management held 16,400 shares of Papa John's worth $603K as of Q2 2026.
  • Mill Road Capital Management sold 15,500 Papa John's shares in Q2 2026, an estimated $535K.
  • Papa John's made up 0.3% of Mill Road Capital Management's portfolio in Q2 2026, its #20 holding.
  • Mill Road Capital Management first reported a position in Papa John's in Q1 2026 and has held it in 2 quarters since.
  • Mill Road Capital Management's Papa John's position peaked at $1.03M in Q1 2026.
  • 259 funds tracked by Wall St. Rank held Papa John's as of Q2 2026.

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