PZZA
Papa John's International, Inc. · Consumer Cyclical · Restaurants
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +21.8% · netto nieuwe posities 0.0% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2024
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | +1 | 60 | $1,182 | +1 | n/a |
| Q2 2026 | 81 | +1 | 20.30M | $746.23M | +8 | −7 |
| 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 |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passief) | 1.31M | n/a | $53.68M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Arrowstreet Capital ✦ | 1.12M | +117.3% | $45.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passief) | 758.07K | -0.1% | $31.14M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 4 | Point72 Asset Management ✦ | 421.93K | Nieuw | $17.33M | 0.0% | New | 1 | SEC ↗ |
| 5 | Wellington Management ✦ | 387.70K | +31.8% | $15.92M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 6 | Two Sigma Investments ✦ | 163.72K | +247.0% | $6.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Millennium Management ✦ | 72.92K | -82.4% | $2.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Marshall Wace ✦ | 33.40K | Nieuw | $1.37M | 0.0% | New | 1 | SEC ↗ |
| 9 | D. E. Shaw & Co. ✦ | 32.75K | -66.8% | $1.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | T. Rowe Price ✦ | 28.05K | -5.1% | $1.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Gotham Asset Management ✦ | 14.38K | -4.9% | $590,628 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Norges Bank ✦ (passief) | 7.89K | 0.0% | $324,124 | 0.0% | Held | 3 | SEC ↗ |
| 13 | Bridgewater Associates ✦ | 6.00K | -71.4% | $246,338 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Point72 Asset Management | $17.33M | 0.0% |
| Marshall Wace | $1.37M | 0.0% |
Verlaten
| Citadel Advisors | $3.22M | was 0.0% |
| AQR Capital Management | $253,620 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 243 houders, 32.82M aandelen, $1.05B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.