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What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
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CIK: 0001312988
Total reported value
$5.0M
$5.0M
1 檔
111.6%
As reported in its official Q1 2026 Form 13F filing, Berkshire Partners LLC's tracked investment portfolio stood at $5.0M with 1 total positions.
During Q1 2026, Berkshire Partners LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including PTLO) accounted for 111.6% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PTLO | Portillo's Inc-cl A | Stock-Other | 100.00% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PTLO | Portillo's Inc-cl A | — | — | Unchanged |
According to official SEC Form 13F filings, Berkshire Partners LLC reported a total U.S. public equity portfolio value of $5.0M across 1 disclosed positions in Q1 2026.
During Q1 2026, Berkshire Partners LLC's top holdings by market value included PTLO (100.0%). The largest single position, PTLO, represented 100.0% of total portfolio value.
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In Q1 2026, Berkshire Partners LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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