Irth Capital Management LP

Portfolio Overview

Irth Capital Management LP reports a total 13F-long equity portfolio of $62.68 million as of 2025-12-31. The filing lists a single holding (1.63 million shares of PZZA) and therefore shows no internal diversification: the entire reported equity portfolio is concentrated in one issuer. The implied per‑share valuation in the filing is approximately $38.46 (calculated as $62.68M / 1.63M shares). Because 13F filings capture only long equity positions in US-listed securities abov...