Penn Capital Management’s Papa John's PZZA Stock Holding History

Penn 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	$381K	Buy	+10,359	New	+$358K	0.02%	177
2025 Q1	–	Sell	-43,460	Closed	-$1.78M	–	185
2024 Q4	$1.78M	Buy	+43,460	New	+$2.14M	0.18%	100
2024 Q3	–	Sell	-45,550	Closed	-$2.14M	–	160
2024 Q2	$2.14M	Buy	+45,550	New	+$2.49M	0.2%	99
2024 Q1	–	Sell	-129,464	Closed	-$9.9M	–	159
2023 Q4	$9.9M	Sell	129,464 -49,607	-28%	-$3.37M	0.91%	56
2023 Q3	$12.3M	Buy	179,071 +23,545	+15%	+$1.82M	1.26%	26
2023 Q2	$11.5M	Sell	155,526 -1,375	-0.9%	-$102K	1.12%	39
2023 Q1	$11.8M	Buy	156,901 +47,575	+44%	+$4.03M	1.19%	31
2022 Q4	$9.01M	Buy	109,326 +17,799	+19%	+$1.4M	0.92%	54
2022 Q3	$6.42M	Buy	91,527 +4,890	+6%	+$415K	0.72%	65
2022 Q2	$7.24M	Buy	86,637 +35,436	+69%	+$3.19M	0.78%	61
2022 Q1	$5.55M	Sell	51,201 -4,405	-8%	-$493K	0.57%	70
2021 Q4	$7.1M	Sell	55,606 -1,157	-2%	-$148K	0.71%	68
2021 Q3	$7.21M	Sell	56,763 -25,128	-31%	-$3.04M	0.73%	66
2021 Q2	$8.55M	Sell	81,891 -388	-0.5%	-$37.6K	0.83%	52
2021 Q1	$7.29M	Buy	82,279 +20,260	+33%	+$1.91M	0.76%	59
2020 Q4	$5.26M	Buy	62,019 +20,074	+48%	+$1.64M	0.67%	67
2020 Q3	$3.46M	Sell	41,945 -10,656	-20%	-$978K	0.44%	96
2020 Q2	$4.18M	Sell	52,601 -53,789	-51%	-$4M	0.54%	75
2020 Q1	$5.68M	Buy	106,390 +5,521	+5%	+$332K	0.94%	33
2019 Q4	$6.37M	Sell	100,869 -67,888	-40%	-$4.02M	0.67%	50
2019 Q3	$8.83M	Buy	+168,757	New	+$7.95M	0.92%	24

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

Penn Capital Management's PZZA Position: Q2 2026 in Review

Penn Capital Management opened a new position in Papa John's (PZZA) in Q2 2026: 10,359 shares worth $381K. The stake represents 0.02% of the portfolio and ranks #177 among its holdings. This is a return to the name: Penn Capital Management previously reported a position in PZZA as recently as Q4 2024.

Penn Capital Management first reported a position in PZZA in Q3 2019 and has held it in 21 quarters since. The position peaked at $12.3M in Q3 2023. 259 funds tracked by Wall St. Rank hold PZZA as of Q2 2026.

Penn Capital Management held 10,359 shares of Papa John's worth $381K as of Q2 2026.
Papa John's was a new Penn Capital Management position in Q2 2026.
Papa John's made up 0.02% of Penn Capital Management's portfolio in Q2 2026, its #177 holding.
Penn Capital Management first reported a position in Papa John's in Q3 2019 and has held it in 21 quarters since.
Penn Capital Management's Papa John's position peaked at $12.3M in Q3 2023.
259 funds tracked by Wall St. Rank held Papa John's as of Q2 2026.

Based on Penn Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.