PZZA
Papa John's International, Inc. · Consumer Cyclical · Restaurants
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 80 | +1 | 20.29M | $745.93M | +8 | −8 |
| Q1 2026 | 83 | -11 | 18.34M | $594.65M | +2 | −13 |
| Q4 2025 | 94 | +5 | 21.58M | $830.06M | +5 | n/a |
| Q3 2025 | 14 | -1 | 12.92M | $621.86M | n/a | −2 |
| Q2 2025 | 13 | 0 | 12.47M | $610.06M | +1 | −1 |
| Q1 2025 | 10 | -3 | 4.09M | $167.81M | +2 | −5 |
| Q4 2024 | 13 | 0 | 4.35M | $178.75M | +2 | −2 |
| Q3 2024 | 12 | +1 | 2.26M | $122.02M | +1 | n/a |
| Q2 2024 | 11 | n/a | 1.62M | $76.31M | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (pasivo) | 765.48K | n/a | $35.97M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Arrowstreet Capital ✦ | 281.89K | n/a | $13.24M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Millennium Management ✦ | 228.66K | n/a | $10.74M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Two Sigma Investments ✦ | 131.30K | n/a | $6.17M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bridgewater Associates ✦ | 68.40K | n/a | $3.21M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 54.27K | n/a | $2.55M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Norges Bank ✦ (pasivo) | 41.97K | n/a | $1.97M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | T. Rowe Price ✦ | 28.34K | n/a | $1.33M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | D. E. Shaw & Co. ✦ | 9.45K | n/a | $443,773 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Gotham Asset Management ✦ | 9.19K | n/a | $431,746 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 5.22K | n/a | $244,985 | 0.0% | n/c | 1 | SEC ↗ ×3 |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 243 tenedores, 32.82M acciones, $1.05B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.