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Irth Capital Management LP

Hedge FundEvent Driven

Irth Capital Management LP is an Event Driven Hedge Fund based in New York, NY led by Matthew Robert Bradshaw, reporting $187.4M in AUM as of Q3 2025 with 100% Consumer Cyclical concentration, with only 1 position, and 100% allocation to PZZA.

CIOMatthew Robert Bradshaw
Portfolio Value
$78.4M
Positions
1
Top Holding
PZZA at 100%
Last Reported
Q3 2025
AddressOne Hanover Square, New York, NY, 10004, United States

Top Holdings

Largest long holdings in Irth Capital Management LP's portfolio (100% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
Restaurants
Consumer Cyclical
$78.4M
100.00%
4.97%
1.6M shares

Analytics

Portfolio insights and performance metrics for Irth Capital Management LP

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Sector Allocation

Consumer Cyclical: 100.00%Consumer Cyclical
Consumer Cyclical
100.00%

Market Cap Distribution

Small Cap ($300M - $2B): 100.00%Small Cap ($300M - $2B)
Small Cap ($300M - $2B)
100.00%

Portfolio Concentration

Top 10 Holdings %
100.0%
Top 20 Holdings %
100.0%
Top 50 Holdings %
100.0%
Top 100 Holdings %
100.0%

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