Two Creeks Capital Management’s Planet Fitness PLNT Stock Holding History

Two Creeks Capital 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	–	Sell	-603,926	Closed	-$44.9M	–	22
2026 Q1	$44.9M	Buy	603,926 +142,720	+31%	+$12.5M	4.61%	12
2025 Q4	$50M	Sell	461,206 -86,834	-16%	-$8.94M	4.1%	12
2025 Q3	$56.9M	Buy	548,040 +7,061	+1%	+$751K	4.09%	13
2025 Q2	$59M	Sell	540,979 -220,476	-29%	-$22.1M	3.87%	16
2025 Q1	$73.6M	Sell	761,455 -307,828	-29%	-$31M	4.7%	9
2024 Q4	$106M	Sell	1,069,283 -223,826	-17%	-$20.4M	6.45%	5
2024 Q3	$105M	Sell	1,293,109 -233,665	-15%	-$18.3M	6.92%	4
2024 Q2	$112M	Buy	1,526,774 +515,804	+51%	+$33.5M	6.98%	6
2024 Q1	$63.3M	Buy	+1,010,970	New	+$67.6M	3.65%	14

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

SIM

SRS Investment Management New York $10.8B AUM 34.05% 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

Two Creeks Capital Management's PLNT Position: Q2 2026 in Review

Two Creeks Capital Management sold out of Planet Fitness (PLNT) in Q2 2026, closing a stake of 603,926 shares — an estimated $44.9M sold.

Two Creeks Capital Management first reported a position in PLNT in Q1 2024 and held it in 9 quarters. The position peaked at $112M in Q2 2024. 424 funds tracked by Wall St. Rank hold PLNT as of Q2 2026.

Two Creeks Capital Management reported no remaining Planet Fitness position as of Q2 2026 after selling out during the quarter.
Two Creeks Capital Management sold 603,926 Planet Fitness shares in Q2 2026, an estimated $44.9M.
Two Creeks Capital Management first reported a position in Planet Fitness in Q1 2024 and held it in 9 quarters.
Two Creeks Capital Management's Planet Fitness position peaked at $112M in Q2 2024.
424 funds tracked by Wall St. Rank held Planet Fitness as of Q2 2026.

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