Balyasny Asset Management L.P.
Position in PZZA — Papa Johns International Inc
CIK 1218710
Chicago, IL
Position in PZZA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$17,549,806
+$15,552,800 QoQ
Shares Held
477,286
+674.6% QoQ
Ownership
1.45%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#20
of 257 holders
Holding Since
Mar 2020
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PZZA Over Time
Shares Held
Position Value (USD)
Derivatives in PZZA
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$25,739,000
PutShares
700,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Balyasny Asset Management L.P. holds $532,305,594 across 21 Restaurants names. PZZA ranks #8 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMG |
Chipotle Mexican Grill Inc
|
3,737,941 | $127,089,994 | |
| 2 | SBUX |
Starbucks Corp
|
1,239,911 | $126,706,505 | |
| 3 | TXRH |
Texas Roadhouse, Inc.
|
315,756 | $61,013,531 | |
| 4 | CAVA |
Cava Group, Inc.
|
672,329 | $52,764,379 | |
| 5 | CAKE |
Cheesecake Factory Inc
|
562,400 | $44,733,296 | |
| 6 | YUM |
Yum Brands Inc
|
148,808 | $23,788,446 | |
| 7 | BJRI |
BJs RESTAURANTS INC
|
310,450 | $18,856,733 | |
| 8 | PZZA |
Papa Johns International Inc
This page
|
477,286 | $17,549,806 |
All Filings in PZZA
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,739,000 | 700,000 | Put | Sole | 2026-08-14 | |
| 2026-06-30 | $17,549,806 | 477,286 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,997,006 | 61,617 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,728,839 | 226,782 | Shares | Sole | 2026-02-17 | |
| 2024-09-30 | $2,020,125 | 37,500 | Put | Sole | 2024-11-14 | |
| 2024-09-30 | $17,152,854 | 318,412 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,174,500 | 25,000 | Put | Sole | 2024-08-14 | |
| 2024-06-30 | $13,739,723 | 292,459 | Shares | Sole | 2024-08-14 | |
| 2023-12-31 | $762,300 | 10,000 | Put | Sole | 2024-02-14 | |
| 2023-12-31 | $762,300 | 10,000 | Call | Sole | 2024-02-14 | |
| 2023-06-30 | $273,613 | 3,706 | Shares | Other | 2023-08-14 | |
| 2022-12-31 | $13,968,747 | 169,709 | Shares | Sole | 2023-02-14 | |
| 2022-03-31 | $4,561,677 | 43,329 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $3,890,719 | 30,638 | Shares | Sole | 2021-12-01 | |
| 2021-03-31 | $20,269,397 | 228,671 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $34,900,502 | 411,320 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $4,098,613 | 49,813 | Shares | Sole | 2020-11-16 | |
| 2020-03-31 | $627,150 | 11,751 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||