Irth Capital Management LP
Irth Capital Management LP is a hedge fund founded in March 2024 by Matthew Bradshaw and Mohamed bin Abdulla Al Thani. Headquartered in New York, NY, it operates as a Delaware limited partnership and manages assets primarily for pooled investment vehicles. As of March 31, 2025, the firm oversees $187.4 million in assets and counts 7 employees, most of whom are investors. Irth Capital Management files regular 13F reports and is registered with the SEC.
Investment Strategy
Irth Capital Management LP primarily manages assets through pooled investment vehicles, with a significant focus on concentrated positions. As of recent filings, the firm held its top allocation in a single equity (Papa John's International Inc), indicative of a high-conviction or event-driven investment strategy. The fund utilizes discretionary management, emphasizing selective, research-driven investments rather than broad diversification.
Top Holdings
Equity Positions (1)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
P PZZA | PAPA JOHNS INTL INC | 100.00% | $79.7M | 1,628,503 | $41.07 | $48.94 | +$12.8M |