# Irth Capital Management LP

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2046144. Source: https://holderbook.com/funds/2046144-irth-capital-management-lp/

- Reported value: $59.9M
- Positions: 1
- Weight of the ten largest: 100.0%
- Filed: 2026-08-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| PAPA JOHNS INTL INC | [PZZA](https://holderbook.com/stocks/PZZA/) | $59.9M | 1,628,503 | 100.0% | 7 |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $59.9M | 1 |
| Q1 2026 | $52.8M | 1 |
| Q4 2025 | $62.7M | 1 |
| Q3 2025 | $78.4M | 1 |
| Q2 2025 | $79.7M | 1 |
| Q1 2025 | $66.9M | 1 |
| Q4 2024 | $66.9M | 1 |

