Q3 2025 · 13F-HR
Irth Capital Management LPholdings as filed
Filed 2025-11-10 · accession 0002046144-25-000008
$78.4M
Reported value
1
Positions
2025-09-30
Period end
The Brief · Irth Capital Management LP · Q3 2025
AI · grounded in 13F
Irth Capital Management LP established a new position in Papa Johns Intl Inc PZZA valued at $78.4M. This single holding represents the entirety of the fund's $78.4M total assets under management. The fund added no other positions and recorded no sells during the period.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 698813102 | PZZA | PAPA JOHNS INTL INC | $78.4M | 100.0% | 1,628,503 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.