What smart money is saying about Papa John’s International
1 fund in our archive has pitched Papa John’s International, most recently Palm Valley in June 2025.
Papa John's International, Inc. operates and franchises pizza delivery and carryout restaurants under the Papa John's trademark in the United States and internationally. It operates through four segments: Domestic Company-Owned Restaurants, North America Commissaries, North America Franchising, and International Operations. The company also operates dine-in and delivery restaurants under the Papa John's trademark internationally. As of December 26, 2021, it operated 5,650 Papa John's restaurants, which included 600 company-owned and 5,050 franchised restaurants in 50 countries and territories. The company was founded in 1984 and is based in Louisville, Kentucky.
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Position history
Between Q4 2024 and Q3 2026, 2 fund letters reported a position in Papa John’s International, with 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q2 2025 | 0 | 0 | 0 | 1 |
| Q4 2024 | 1 | 0 | 1 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 2 positions · 1 move
- September 2026
“Other detractors included Scotts Miracle-Gro, The Campbell’s Company, and Papa John’s International.”
Papa John’s International - December 2024
“We trimmed the position during the quarter.”
Papa John’s International
Fund coverage · 1 thesis
- Palm ValleyJune 2025
Papa John’s International is a well-established pizza delivery and carryout restaurant operator that exceeded Q1 2025 expectations, leading to a profitable short-term investment for us.
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