Hudson Bay Capital Management LP
Position in PZZA — Papa Johns International Inc
CIK 1393825
STAMFORD, CT
Position in PZZA
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$6,300,504
+$5,864,938 QoQ
Shares Held
194,400
+2084.3% QoQ
Ownership
0.590%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
7 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 Mar 31, 2026CallValue
$4,861,500
CallShares
150,000
PutValue
$0
PutShares
0
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, 2026Hudson Bay Capital Management LP holds $115,633,101 across 8 Restaurants names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMG |
Chipotle Mexican Grill Inc
|
1,740,400 | $59,173,600 | |
| 2 | YUM |
Yum Brands Inc
|
113,267 | $18,106,862 | |
| 3 | TXRH |
Texas Roadhouse, Inc.
|
84,021 | $16,235,377 | |
| 4 | SBUX |
Starbucks Corp
|
68,152 | $6,964,452 | |
| 5 | BJRI |
BJs RESTAURANTS INC
|
105,274 | $6,394,342 | |
| 6 | FWRG |
First Watch Restaurant Group, Inc.
|
353,827 | $4,560,830 | |
| 7 | BROS |
Dutch Bros Inc.
|
53,486 | $3,840,829 | |
| 8 | MCD |
Mcdonalds Corp
|
1,320 | $356,809 |
All Filings in PZZA
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,861,500 | 150,000 | Call | Sole | 2026-05-13 | |
| 2026-03-31 | $6,300,504 | 194,400 | Shares | Sole | 2026-05-13 | |
| 2025-06-30 | $435,566 | 8,900 | Shares | Sole | 2025-08-18 | |
| 2024-12-31 | $1,367,631 | 33,300 | Call | Sole | 2025-02-14 | |
| 2024-09-30 | $5,093,246 | 94,547 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,555,038 | 33,100 | Call | Sole | 2024-08-14 | |
| 2024-06-30 | $11,787,282 | 250,900 | Put | Sole | 2024-08-14 | |
| 2023-09-30 | $580,825 | 8,514 | Shares | Sole | 2023-11-14 | |
| 2022-06-30 | $626,400 | 7,500 | Put | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||