Irth Capital Management LP Portfolio Holdings

Q3 2025•1 long positions•$78.4M portfolio value

Holding1	Sector	Position↕	Traded↕	Ownership↕	Shares Δ↕	Shares Δ %	Market Cap↕	Owned Since↕
1 Papa John's International PZZA	Restaurants Consumer Cyclical	$78.4M 100.0%	—	4.97% 1.6M shares	—	—	$1.6B Small Cap	Q4 2024 Held for 11 months

Holding1	Sector	Position↕	Traded↕	Ownership↕	Shares Δ↕	Shares Δ %	Market Cap↕	Owned Since↕
1 Papa John's International PZZA	Restaurants Consumer Cyclical	$78.4M 100.0%	—	4.97% 1.6M shares	—	—	$1.6B Small Cap	Q4 2024 Held for 11 months

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