BRANDES INVESTMENT PARTNERS, LP PZZA β€” PAPA JOHNS INTL INC

Ownership history in BRANDES INVESTMENT PARTNERS, LP  Β·  5 quarters on record

AI Ownership Summary

BRANDES INVESTMENT PARTNERS, LP reported PAPA JOHNS INTL INC (PZZA) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.6% in 2026 Q1. The latest visible filing shows PZZA at 0.60% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PZZA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BRANDES INVESTMENT PARTNERS, LP's position in PAPA JOHNS INTL INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PZZA was reported at 0.60% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.6% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BRANDES INVESTMENT PARTNERS, LP held PZZA β€” position size vs. price
% of Fund (quarterly)    PZZA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 2,632,804 +2,261,395 +608.9% 0.60% $85.3M 2026-05-15 $34.27
2025 Q4 REDUCED 49.6% -14.7% βœ… 371,409 -365,620 -49.6% 0.11% $14.3M 2026-02-11 $33.56
2025 Q3 ADDED β€” β€” β€” 737,029 +46,730 +6.8% 0.28% $35.5M 2025-11-14 $39.57
2025 Q2 ADDED β€” β€” β€” 690,299 +504,514 +271.6% 0.31% $33.8M 2025-08-13 $45.33
2025 Q1 INITIATED β€” β€” β€” 185,785 β€” β€” 0.08% $7.6M 2025-05-15 $37.75

FAQ About BRANDES INVESTMENT PARTNERS, LP and PZZA

These are the practical questions this page is built to answer before you even open the full history table.

How long has BRANDES INVESTMENT PARTNERS, LP reported owning PZZA?

BRANDES INVESTMENT PARTNERS, LP reported PZZA across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported PZZA position in BRANDES INVESTMENT PARTNERS, LP's portfolio?

The largest reported portfolio weight for PZZA was 0.60% in 2026 Q1.

What is the latest reported PZZA position on this page?

The most recent filing on this page is 2026 Q1, when BRANDES INVESTMENT PARTNERS, LP reported 2,632,804 shares, equal to 0.60% of portfolio, with an estimated market value of $85.3M.

What does the chart on this PZZA ownership page compare?

The chart compares BRANDES INVESTMENT PARTNERS, LP's quarterly PZZA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BRANDES INVESTMENT PARTNERS, LP time their PZZA position?

Based on 13F filing dates vs. subsequent PZZA price moves, BRANDES INVESTMENT PARTNERS, LP correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on PZZA relative to SPY over the holding period was -28.3%.

← Back to BRANDES INVESTMENT PARTNERS, LP Holdings