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PLNT · Consumer Cyclical

PLANET FITNESS MASTER ISSUER

USA Consumer Cyclical Filing: 2025-12-31
Smart-money confidence · 1 of 3 sources firing
Weak — few signals

No standout activity across the feeds we track.

Hedge funds
38
Congress
No data
Insiders
No data
Cross-source blend of hedge-fund breadth, Congress trades, and insider Form 4s.  ·  how the score works
◆ Next steps Interested in PLANET FITNESS MASTER ISSUER? Here's what to do with it.
Not financial advice. Bogen Capital surfaces public SEC filings — you decide what to do with them.
Market cap
$4.2B
Industry
Leisure
Sector
Consumer Cyclical
Exchange
NYSE
About PLANET FITNESS MASTER ISSUER

Planet Fitness, Inc., together with its subsidiaries, franchises and operates fitness centers under the Planet Fitness brand. The company operates through three segments: Franchise, Corporate-Owned Clubs, and Equipment. The Franchise segment includes operations related to the franchising business in the United States, Puerto Rico, Canada, Panama, Mexico and Australia. The Corporate-owned clubs segment includes operations with corporate-owned clubs in the United States, Canada, and Spain. The Equipment segment includes the sale of equipment to franchisee-owned clubs; and the sale of fitness…

Who's behind the signal
Every informed buyer we can see on PLNT, across all three feeds.
Hedge funds · 7
Point72 (Steve Cohen) Increased +7%
Citadel Advisors Increased +14%
D.E. Shaw & Co Increased +43084%
AQR Capital Management Increased +21%
+1 more in the full breakdown below ↓
Congress · 0
No congressional trades on record.
Insiders
No significant Form 4 insider activity in the window.
Congressional trade history · 14
Every disclosed buy & sell on record — STOCK Act filings
Trade date Member Chamber Action Amount
2021-07-13 Susie Lee · D-NV House BOUGHT $1,001 - $15,000
2021-03-10 Susie Lee · D-NV House BOUGHT $1,001 - $15,000
2020-06-24 Susie Lee · D-NV House SOLD $1,001 - $15,000
2020-05-19 Susie Lee · D-NV House BOUGHT $1,001 - $15,000
2020-04-27 Susie Lee · D-NV House SOLD $1,001 - $15,000
2020-04-03 Susie Lee · D-NV House SOLD $1,001 - $15,000
2020-03-26 Gilbert Ray Cisneros, Jr. · D-CA House SOLD $15,001 - $50,000
2020-02-24 Gilbert Ray Cisneros, Jr. · D-CA House BOUGHT $1,001 - $15,000
2020-01-29 Gilbert Ray Cisneros, Jr. · D-CA House BOUGHT $15,001 - $50,000
2019-12-30 Gilbert Ray Cisneros, Jr. · D-CA House SOLD $15,001 - $50,000
2019-06-24 Donna E. Shalala · D-FL House SOLD $1,001 - $15,000
2019-04-16 Donna E. Shalala · D-FL House BOUGHT $1,001 - $15,000
2019-04-03 Donna E. Shalala · D-FL House BOUGHT $1,001 - $15,000
2019-03-19 Donna E. Shalala · D-FL House BOUGHT $1,001 - $15,000
Not a model pick — but on our radar. PLANET FITNESS MASTER ISSUER isn't in the top-10 model right now, but 7 tracked investors hold it. Everything below is real signal from public filings — treat this as a watch candidate, not a conviction call.
7
Investors
1
New positions
5
Increasing
1
Decreasing
0
Unchanged
Price History
Loading price data...
Return: High: Low:
Who's Holding This Stock
Position sizes and recent activity from tracked institutional investors
Trust weight: 1.0×
New position
% of portfolio
0.0%
Position change
NEW
0.0% of Millennium Management's portfolio
Trust weight: 1.1×
Increased +7%
% of portfolio
0.2%
Position change
+7%
0.2% of Point72's portfolio
Trust weight: 1.1×
Increased +23%
% of portfolio
0.2%
Position change
+23%
0.2% of Gotham Asset Mgmt's portfolio
Trust weight: 1.0×
Increased +14%
% of portfolio
0.1%
Position change
+14%
0.1% of Citadel Advisors's portfolio
Trust weight: 1.0×
Increased +43084%
% of portfolio
0.1%
Position change
+43084%
0.1% of D.E. Shaw & Co's portfolio
Trust weight: 1.0×
Increased +21%
% of portfolio
0.0%
Position change
+21%
0.0% of AQR Capital Management's portfolio
Trust weight: 1.3×
Decreased −82%
% of portfolio
0.0%
Position change
−82%
0.0% of Bridgewater Associates's portfolio
Portfolio Allocation
How much of each investor's portfolio is allocated to PLANET FITNESS MASTER ISSUER
⚠ Disclaimer: This page is for informational purposes only. Holdings data from SEC EDGAR 13F filings, delayed up to 135 days. Not a recommendation to buy or sell PLANET FITNESS MASTER ISSUER or any security.

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