SRS Investment Management’s Planet Fitness PLNT Stock Holding History

SRS Investment Management’s Portfolio PLNT Stock Details PLNT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$257M	Buy	4,917,311 +30,789	+0.6%	+$1.81M	2.37%	14
2026 Q1	$363M	Buy	4,886,522 +8,944	+0.2%	+$786K	3.84%	8
2025 Q4	$529M	Buy	4,877,578 +212,145	+5%	+$21.8M	5.57%	5
2025 Q3	$484M	Hold	4,665,433	–	–	5.27%	6
2025 Q2	$509M	Sell	4,665,433 -36,732	-0.8%	-$3.68M	5.27%	4
2025 Q1	$454M	Hold	4,702,165	–	–	6.09%	5
2024 Q4	$465M	Hold	4,702,165	–	–	6.61%	5
2024 Q3	$382M	Sell	4,702,165 -1,409,343	-23%	-$110M	5.69%	6
2024 Q2	$450M	Hold	6,111,508	–	–	6.12%	6
2024 Q1	$383M	Sell	6,111,508 -845,295	-12%	-$56.5M	5.29%	7
2023 Q4	$508M	Hold	6,956,803	–	–	6.15%	6
2023 Q3	$342M	Hold	6,956,803	–	–	4.94%	6
2023 Q2	$469M	Hold	6,956,803	–	–	5.39%	5
2023 Q1	$540M	Hold	6,956,803	–	–	7.75%	4
2022 Q4	$548M	Hold	6,956,803	–	–	9.91%	3
2022 Q3	$401M	Hold	6,956,803	–	–	7.88%	4
2022 Q2	$473M	Hold	6,956,803	–	–	9.27%	3
2022 Q1	$588M	Hold	6,956,803	–	–	6.49%	2
2021 Q4	$630M	Sell	6,956,803 -91,328	-1%	-$7.79M	7.46%	3
2021 Q3	$554M	Hold	7,048,131	–	–	7.78%	4
2021 Q2	$530M	Hold	7,048,131	–	–	7.86%	4
2021 Q1	$545M	Hold	7,048,131	–	–	8.58%	4
2020 Q4	$547M	Buy	7,048,131 +1,184,165	+20%	+$82.8M	9.04%	4
2020 Q3	$361M	Buy	5,863,966 +914,640	+18%	+$52.6M	6.68%	4
2020 Q2	$300M	Buy	4,949,326 +1,590,013	+47%	+$95.5M	5.58%	5
2020 Q1	$164M	Buy	3,359,313 +2,850,629	+560%	+$199M	3.55%	11
2019 Q4	$38M	Buy	+508,684	New	+$34.3M	0.91%	15

Other funds holding PLNT

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

DCM

Dorsal Capital Management Redwood City, California $2.82B AUM 7.73% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

SCM

Steadfast Capital Management New York $3.26B AUM 36.54% 1-Year Est. Return

Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return

SRS Investment Management's PLNT Position: Q2 2026 in Review

SRS Investment Management increased its Planet Fitness (PLNT) stake by 0.63% in Q2 2026, buying an estimated $1.81M and bringing the position to 4,917,311 shares worth $257M. The position accounts for 2.37% of the portfolio, ranked #14.

SRS Investment Management first reported a position in PLNT in Q4 2019 and has held it in 27 quarters since. The position peaked at $630M in Q4 2021. 425 funds tracked by Wall St. Rank hold PLNT as of Q2 2026.

SRS Investment Management held 4,917,311 shares of Planet Fitness worth $257M as of Q2 2026.
SRS Investment Management bought 30,789 Planet Fitness shares in Q2 2026, an estimated $1.81M.
Planet Fitness made up 2.37% of SRS Investment Management's portfolio in Q2 2026, its #14 holding.
SRS Investment Management first reported a position in Planet Fitness in Q4 2019 and has held it in 27 quarters since.
SRS Investment Management's Planet Fitness position peaked at $630M in Q4 2021.
425 funds tracked by Wall St. Rank held Planet Fitness as of Q2 2026.

Based on SRS Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.