Irth Capital Management LP

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Irth Capital Management LP reported 1 stock position worth $52.8 million. Its top holding was Papa John's Intl (PZZA) at 100.0% of the portfolio. Its holdings were unchanged from Q4 2025.

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0002046144
Portfolio Value
$52.8M (Q1 2026)
SEC Filing
0002046144-26-000005 ↗ filed May 15, 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 Q4 2025 Q1 2026: $52.8M $52.8M Q1 2026 Q2 2026: $59.9M Q2 2026

Holdings 1 stocks · $52.8M

PZZA Papa John's Intl Inc. 100.00% 1,628,503 $52.8M No change

Portfolio Sells Q4 2025 → Q1 2026

None this quarter.

Portfolio Buys Q4 2025 → Q1 2026

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