StockDriftsStockDriftsTop 1 Irth Capital Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PZZA | PAPA JOHNS INTL INC | 100% | 1.63M | $59.9M | +0.00%(+0) | $47.47(-48.54%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | -10.47% |
| Top 20 Holdings Unweighted | — | — | — | — | -10.47% |
Irth Capital Management LP reports $59.88M in US-listed equity holdings across 1 position in its most recent 13F filing. Its largest disclosed position is PZZA (100.0%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned -10.47% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
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Holdings on this page are parsed from Irth Capital Management LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2046144). View Irth Capital Management LP’s 13F filings on SEC