Irth Capital Management LP

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Irth Capital Management LP reported 1 stock position worth $62.7 million. Its top holding was Papa John's Intl (PZZA) at 100.0% of the portfolio. Its holdings were unchanged from Q3 2025.

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0002046144
Portfolio Value
$62.7M (Q4 2025)
SEC Filing
0002046144-26-000003 ↗ filed Feb 17, 2026

Holdings Value

0$20.0M$40.0M$60.0M$80.0M Q4 2024: $66.9M Q4 2024 Q1 2025: $66.9M Q1 2025 Q2 2025: $79.7M Q2 2025 Q3 2025: $78.4M Q3 2025 Q4 2025: $62.7M $62.7M Q4 2025 Q1 2026: $52.8M Q1 2026 Q2 2026: $59.9M Q2 2026

Holdings 1 stocks · $62.7M

PZZA Papa John's Intl Inc. 100.00% 1,628,503 $62.7M No change

Portfolio Sells Q3 2025 → Q4 2025

None this quarter.

Portfolio Buys Q3 2025 → Q4 2025

None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 1$59.9MPZZA
Q1 2026 1$52.8MPZZA
Q4 2025 1$62.7MPZZA
Q3 2025 1$78.4MPZZA
Q2 2025 1$79.7MPZZA
Q1 2025 1$66.9MPZZA
Q4 2024 1$66.9MPZZA