Twin Securities’s Papa John's PZZA Stock Holding History

Twin Securities’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
2025 Q3	–	Sell	-35,249	Closed	-$1.73M	–	21
2025 Q2	$1.73M	Buy	+35,249	New	+$1.44M	0.98%	10

Other funds holding PZZA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ICM

Irth Capital Management New York $52.8M AUM 21.11% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

ICM

Irenic Capital Management New York $1.54B AUM 12.79% 1-Year Est. Return

Twin Securities's PZZA Position: Q3 2025 in Review

Twin Securities sold out of Papa John's (PZZA) in Q3 2025, closing a stake of 35,249 shares — an estimated $1.73M sold.

Twin Securities first reported a position in PZZA in Q2 2025 and held it in 1 quarter. The position peaked at $1.73M in Q2 2025. 272 funds tracked by Wall St. Rank hold PZZA as of Q3 2025.

Twin Securities reported no remaining Papa John's position as of Q3 2025 after selling out during the quarter.
Twin Securities sold 35,249 Papa John's shares in Q3 2025, an estimated $1.73M.
Twin Securities first reported a position in Papa John's in Q2 2025 and held it in 1 quarter.
Twin Securities's Papa John's position peaked at $1.73M in Q2 2025.
272 funds tracked by Wall St. Rank held Papa John's as of Q3 2025.

Based on Twin Securities's 13F filing for Q3 2025, filed 14 Nov 2025.