SEC 13F Intelligence

Junto Capital Management LP / PLNT

Junto Capital Management LP’s Planet Fitness Master Issuer Position

Does Junto Capital Management LP own Planet Fitness Master Issuer (PLNT)? Not currently — the last reported position was 361.7K shares worth $39M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$39M
Q4 2025
Shares
361.7K
% of Portfolio
+0.86%
Quarters Held
8
position exited

Position History PLNT

Reported value by quarter
Q2 ’19: $39MQ2 ’19Q3 ’20: $34MQ3 ’20Q3 ’23: $10MQ3 ’23Q4 ’23: $55MQ4 ’23Q2 ’24: $50MQ2 ’24Q1 ’25: $53MQ1 ’25Q3 ’25: $74MQ3 ’25Q4 ’25: $39MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2025361.7K$39M+0.86%
Q3 2025709.1K$74M+1.51%
Q1 2025544.3K$53M+1.10%
Q2 2024673.9K$50M+1.02%
Q4 2023756.9K$55M+1.24%
Q3 2023213.0K$10M+0.25%
Q3 2020544.8K$34M+1.22%
Q2 2019541.6K$39M+2.26%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Junto Capital Management LP’s full portfolio or all institutional holders of PLNT.