Position in PZZA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,838,500
+$218,000 QoQ
Shares Held
50,000
0.0% QoQ
Ownership
0.152%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#70
of 257 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in PZZA Over Time
Shares Held
Position Value (USD)
Derivatives in PZZA
reported options exposure · as of Sep 30, 2025CallValue
$1,155,600
CallShares
24,000
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, 2026LMR Partners LLP holds $38,490,349 across 11 Restaurants names. PZZA ranks #6 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
51,553 | $13,935,291 | |
| 2 | SBUX |
Starbucks Corp
|
118,545 | $12,114,113 | |
| 3 | NATH |
Nathans Famous, Inc.
|
31,777 | $3,228,543 | |
| 4 | EAT |
Brinker International, Inc
|
14,047 | $2,359,896 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
55,215 | $1,877,310 | |
| 6 | PZZA |
Papa Johns International Inc
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|
50,000 | $1,838,500 | |
| 7 | WING |
Wingstop Inc.
|
8,800 | $1,526,008 | |
| 8 | YUMC |
Yum China Holdings, Inc.
|
20,250 | $827,617 |
All Filings in PZZA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,838,500 | 50,000 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $1,620,500 | 50,000 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,924,500 | 50,000 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $1,155,600 | 24,000 | Call | Sole | 2025-11-14 | |
| 2025-06-30 | $1,223,500 | 25,000 | Shares | Sole | 2025-08-14 | |
| 2025-06-30 | $1,174,560 | 24,000 | Call | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||