Irth Capital Management LP

CIK: 0002046144Latest portfolio: $62.7M · Q4 2025

Holdings

1

Total Value

$62.7M

New Positions

0

Closed Positions

0

Top Holdings

#StockSharesValue% PortfolioChangeType
1
PZZAPAPA JOHNS INTL INC
1,628,503$62.7M100.00%

Sector Breakdown

Consumer Cyclical100.0% ($62.7M)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 17, 2026$62.7M1
Q3 2025Nov 10, 2025$78.4B1
Q2 2025Aug 8, 2025$79.7B1
Q1 2025May 15, 2025$66.9B1

Fund Information

CIK0002046144
Most Recent FilingFeb 17, 2026
Number of Filings4

Irth Capital Management LP is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $62.7M across 1 holdings. The largest position is PAPA JOHNS INTL INC (PZZA), representing 100.0% of the portfolio. Compared to the previous quarter, the fund opened 0 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.