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TwinBeech Capital’s Papa John's PZZA Stock Holding History

TwinBeech Capital’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
Q2 		– Sell
-97,589
Closed -$4.01M – 928
2025
Q1 		$4.01M Buy
97,589
+24,827
+34% +$1.06M 0.07% 283
2024
Q4 		$2.99M Buy
+72,762
New +$3.57M 0.05% 294
2024
Q2 		– Sell
-14,577
Closed -$971K – 749
2024
Q1 		$971K Buy
+14,577
New +$1.05M 0.02% 424
2023
Q4 		– Sell
-60,236
Closed -$4.11M – 866
2023
Q3 		$4.11M Buy
+60,236
New +$4.66M 0.08% 296
2023
Q2 		– Sell
-114,939
Closed -$8.61M – 811
2023
Q1 		$8.61M Buy
114,939
+70,274
+157% +$5.95M 0.17% 161
2022
Q4 		$3.68M Buy
+44,665
New +$3.51M 0.07% 326
2021
Q4 		– Sell
-21,954
Closed -$2.79M – 767
2021
Q3 		$2.79M Buy
+21,954
New +$2.66M 0.2% 163
2021
Q2 		– Sell
-19,888
Closed -$1.76M – 609
2021
Q1 		$1.76M Buy
+19,888
New +$1.88M 0.26% 125
2020
Q1 		– Sell
-27,561
Closed -$1.74M – 432
2019
Q4 		$1.74M Buy
+27,561
New +$1.63M 0.5% 49

Other funds holding PZZA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

TwinBeech Capital's PZZA Position: Q2 2025 in Review

TwinBeech Capital sold out of Papa John's (PZZA) in Q2 2025, closing a stake of 97,589 shares — an estimated $4.01M sold.

TwinBeech Capital first reported a position in PZZA in Q4 2019 and held it in 9 quarters. The position peaked at $8.61M in Q1 2023. 281 funds tracked by Wall St. Rank hold PZZA as of Q2 2025.

  • TwinBeech Capital reported no remaining Papa John's position as of Q2 2025 after selling out during the quarter.
  • TwinBeech Capital sold 97,589 Papa John's shares in Q2 2025, an estimated $4.01M.
  • TwinBeech Capital first reported a position in Papa John's in Q4 2019 and held it in 9 quarters.
  • TwinBeech Capital's Papa John's position peaked at $8.61M in Q1 2023.
  • 281 funds tracked by Wall St. Rank held Papa John's as of Q2 2025.

Based on TwinBeech Capital's 13F filing for Q2 2025, filed 14 Aug 2025.