AI summary pending
View Full Filing (SEC EDGAR)Portillo's Inc-cl A
$4.79+2.8%
-$18.8M
Net Activity
-10.58% total shares
Institutions Holding
175
Popularity Rank
#3341
Avg Weight
0.61%
Total Value
$231.9M
Market Cap
$340.5M
175 institutions currently hold PTLO, with 94 net buyers and 85 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
85
Net Buying Institutions
94
Top 5 by Value
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Across its top 20 institutional holders, PTLO's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 14/100, avg. turnover score 35/100).
PTLO ranks #3341 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
PTLO is a disclosed holding of Ken Griffin (Citadel Advisors LLC), one of the tracked superinvestors on AlphaSMO — it makes up 0.0% of that fund's own 13F portfolio.
PTLO is a top-conviction position for Berkshire Partners LLC — at 100.0% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in PTLO belongs to BlackRock, Inc., but the position matters far more to Berkshire Partners LLC, who has 100.0% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
4wealth Advisors, Inc. has trimmed its PTLO position for two straight quarters, cutting it by $183.7K while still holding $249.6K.
PTLO is up 2.8% today, but institutions show net selling of $18.8M this quarter — a divergence between today's price move and the underlying institutional flow.
PTLO posted net income of $13.9M over the trailing twelve months, and currently trades at a P/E of 24.5.
+$58.3M
Total Buy Value
$71.8M
Total Sell Value
94
Net Buyers
85
Net Sellers
PTLO
Q2 2026
Top 5 Institutional Movers
-$23.1M
-$17.6M
+$11.3M
-$5.4M
PTLO does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
1
Active 5%+ Holders
| Reporting Person | Type | Filing Date | % of Class |
|---|---|---|---|
| ORBIS INVESTMENT MANAGEMENT LTD | 13G/A | 2026-08-14 | 5.7% |
| AllianceBernstein L.P. | 13G/A | 2026-08-14 | 0.1% |
3
Filings (14d)
AI summary pending
View Full Filing (SEC EDGAR)Portillo's Inc. (NASDAQ: PTLO) put out a press release on August 5, 2026, covering its second-quarter results for the period ended June 28, 2026. The 8-K filing includes that press release as Exhibit 99.1, but the filing excerpt doesn't give any actual sales or profit figures — it mainly just says the company issued the release and also mentions a routine Regulation FD disclosure. This is a standard earnings disclosure.
View Full Filing (SEC EDGAR)Portillo's Inc. (PTLO) announced on August 4 that Kevin Kalicak, 53, will join as Chief Financial Officer and Treasurer, effective September 7, 2026. Kalicak, most recently SVP of Finance at Olive Garden (Darden Restaurants), succeeds Pamela Smith, who had been Interim CFO since May 20. His offer letter includes a $500,000 base salary, a 75% bonus target, a $750,000 LTIP target, an $825,000 RSU sign-on grant vesting over three years, plus other perks like relocation reimbursement and a guaranteed 2026 incentive payment.
View Full Filing (SEC EDGAR)73642K106
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,278
Total reported value
$2.2T
3254 13F institutions increased their position this quarter
Institutions Holding
6,025
Total reported value
$3.6T
3054 13F institutions increased their position this quarter
Institutions Holding
6,188
Total reported value
$1.8T
2995 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,610
Total reported value
$529.1B
Held by 4610 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,442
Total reported value
$354.7B
Held by 4442 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,353
Total reported value
$864.4B
Held by 4353 institutions — one of the most-tracked stocks on AlphaSMO
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REST API
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