Irth Capital Management LP
CIK
2046144
Location
NEW YORK, NY
Portfolio Value
Micro
$59,880,055
Diversification
Highly concentrated
Filing Date
Global Rank
#8,523
/ 8,794
▼ 83
· as of Jun 2026
Top Industry
Restaurants
100.0%
3Y Alpha vs SPY
-56.8%
Period ended 3 months ago
Filed Aug 14, 2026 · 52d
7 quarters · since Dec 2024
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
1 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
100.0%
0.0 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
10,000
Highly concentrated0
Portfolio Trend
7 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Consumer Cyclical | 100.0% | $59,880,055 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reducedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
1 tracked positions ·
$59,880,055 total
· filing declares
1 positions · $59,880,055
· as of Jun 30, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| PZZA |
Papa Johns International Inc
Consumer Cyclical
|
Held | 1,628,503 | $59,880,055 | 100.00% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.