Fund Universe

Irth Capital Management LP

CIK 0002046144 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.814
AUM ($M)
60
Positions
1
Turnover
0.00
Top-10 wt
100%
Herfindahl
1.000
History (qtrs)
6
Excess Return
not eligible

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Quarter
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Security type

Holdings · 1 positions · portfolio value $60M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
PZZA funds › PAPA JOHNS INTL INC HOLD Common Stock 100.0% +0.0% 59.9 1,628,503 +0 5

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 60 1 0.00 100% 1.000 0.814 in
2026Q1 53 1 0.00 100% 1.000 0.798 in
2025Q4 63 1 0.00 100% 1.000 0.792 in
2025Q3 78 1 0.00 100% 1.000 0.817 in
2025Q2 80 1 0.00 100% 1.000 0.841 entered
2025Q1 67 1 0.00 100% 1.000 0.000 out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status