Irth Capital Management LP

**Irth Capital Management LP** maintains a concentrated portfolio structure, currently managing $63M in assets. The fund's investment thesis is heavily weighted toward a single position, holding PZZA at a substantial $62.7M, representing approximately 99.5% of its disclosed assets. This highly concentrated allocation suggests a deep conviction in the near-term trajectory of the underlying asset class represented by PZZA. Investors should note the extreme single-stock concentration risk inherent in the current portfolio structure.

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