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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$59M Sell
540,979
-220,476
-29% -$24M 3.87% 16
2025
Q1
$73.6M Sell
761,455
-307,828
-29% -$29.7M 4.7% 9
2024
Q4
$106M Sell
1,069,283
-223,826
-17% -$22.1M 6.45% 5
2024
Q3
$105M Sell
1,293,109
-233,665
-15% -$19M 6.92% 4
2024
Q2
$112M Buy
1,526,774
+515,804
+51% +$38M 6.98% 6
2024
Q1
$63.3M Buy
+1,010,970
New +$63.3M 3.65% 14