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| Keyboard |
| Portillo's Inc | |
|---|---|
| Ticker | PTLO |
| CIK # | 0001871509 |
| CUSIP | 73642K106 |
| Sector | Trade & Services - Retail-Eating Places |
| Address | c/o The Portillo Restaurant Group 2001 Spring Road, Suite 400, Oak Brook, IL 60523-1903 |
| Source | [EDGAR] |
| CIK | Filing | 2011 - 2026 |
|---|---|---|
| [0001871509] | 10-K | |
| [0001871509] | 10-Q | |
| [0001871509] | 3 | |
| [0001871509] | 4 | |
| [0001871509] | 8-K | |
| [0001871509] | SC 13D | |
| [0001871509] | SC 13G |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed | % Owned |
|---|---|---|---|
| Ameriprise Financial Inc | Portillo's Inc | [2025-05-15] | 0.0 |
| AllianceBernstein LP | Portillo's Inc | [2025-05-14] | 0.0 |
| Engaged Capital LLC | Portillo's Inc | [2024-08-15] | 7.2 |
| BlackRock Inc | Portillo's Inc | [2024-01-29] | 6.2 |
| Orbis Investment Management Ltd | Portillo's Inc | [2023-02-14] | 0.6 |
| Berkshire Partners Holdings LLC | Portillo's Inc | [2022-02-14] | 66.0 |
| Vanguard Group Inc | Portillo's Inc | [2022-02-10] | 5.09 |
| Select Equity Group LP | Portillo's Inc | [2021-10-29] | 11.9 |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Hart Gerard Johan
Class A common stock
|
2026-03-13 | Option exercise | 50,070 | $5.33 | 266,873 |
|
Hart Gerard Johan
Stock Option (right to buy) · derivative
|
2026-03-13 | Option exercise | 50,070 | $0.00 | |
|
Bordelon Ann G
LLC Units of PHD Group Holdings LLC · derivative
|
2026-03-13 | Conversion | 17,789 | ||
|
Bordelon Ann G
Class A common stock
|
2026-03-13 | Conversion | 17,789 | $0.00 | |
|
Lee Eugene I Jr
Class A common stock
|
2026-03-13 | Buy | 286,000 | $5.18 | 1,481,480 |
|
Miles Michael
Class A common stock
|
2026-03-02 | Grant | 47,004 | $0.00 | |
|
Waite Jill Francine
Class A common stock
|
2026-02-28 | Grant | 404 | $4.81 | 1,943 |
|
Correia Keith M
Class A common stock
|
2026-02-28 | Grant | 28 | $4.81 | 135 |
|
Kaiser Kelly M
Class A common stock
|
2026-02-28 | Tax withheld | 25 | $4.81 | 120 |
|
Hook Michelle Greig
Class A common stock
|
2026-02-28 | Grant | 1,501 | $4.81 | 7,220 |
|
Hook Michelle Greig
Class A common stock
|
2026-02-28 | Tax withheld | 50 | $4.81 | 240 |
|
Waite Jill Francine
Class A common stock
|
2026-02-28 | Tax withheld | 13 | $4.81 | 63 |
|
Kaiser Kelly M
Class A common stock
|
2026-02-28 | Grant | 730 | $4.81 | 3,511 |
|
Miles Michael
Class A common stock
|
2026-02-02 | Grant | 70,796 | $0.00 | |
|
Hartung Jack
Class A common stock
|
2026-01-02 | Grant | 43,572 | $0.00 | |
|
Lutzker Joshua Adam
Class A Common Stock
|
2026-01-02 | Grant | 46,840 | $0.00 | |
|
Glass Noah H
Class A common stock
|
2026-01-02 | Grant | 26,143 | $0.00 | |
|
Hart Gerard Johan
Class A common stock
|
2026-01-02 | Grant | 26,143 | $0.00 | |
|
Lee Eugene I Jr
Class A common stock
|
2026-01-02 | Grant | 49,019 | $0.00 | |
|
Miles Michael
Class A common stock
|
2026-01-02 | Grant | 87,145 | $0.00 | |
| showing 20 of 200 most recent transactions | |||||
| 13F Ownership Over Time | Holders | Shares Held |
|---|---|---|
| 2026-03-31 | 186 | 54,522,080 |
| 2025-12-31 | 192 | 58,096,711 |
| 2025-09-30 | 185 | 61,613,021 |
| 2025-06-30 | 200 | 70,900,055 |
| 2025-03-31 | 198 | 65,323,238 |
| 2024-12-31 | 193 | 57,515,816 |
| 2024-09-30 | 182 | 57,144,096 |
| 2024-06-30 | 181 | 52,761,419 |
| 2024-03-31 | 199 | 54,149,011 |
| 2023-12-31 | 187 | 45,893,462 |
| 2023-09-30 | 177 | 42,303,990 |
| 2023-06-30 | 189 | 45,788,006 |
| Form 13F Holdings | ||||
|---|---|---|---|---|
| Firm | Period | DFND | Voting | Shares |
| 4wealth Advisors Inc | [2026-06-30] | SOLE | 0 | 85,831 |
| Wealth Enhancement Advisory Services LLC | [2026-06-30] | SOLE | 296 | 40,058 |
| Aaron Wealth Advisors LLC | [2026-06-30] | SOLE | 10,000 | 10,000 |
| Versant Capital Management Inc | [2026-06-30] | SOLE | 3,305 | 3,305 |
| IFP Advisors LLC | [2026-06-30] | SOLE | 2,967 | 2,967 |
| Spire Wealth Management | [2026-06-30] | SOLE | 0 | 2,000 |
| Gamma Investing LLC | [2026-06-30] | DFND | 1,823 | 1,823 |
| West Paces Advisors Inc | [2026-06-30] | SOLE | 1,000 | 1,000 |
| Fortitude Family Office LLC | [2026-06-30] | SOLE | 554 | 554 |
| Wolff Wiese Magana LLC | [2026-06-30] | SOLE | 541 | 541 |
| Farther Finance Advisors LLC | [2026-06-30] | SOLE | 0 | 452 |
| True Wealth Design LLC | [2026-06-30] | SOLE | 0 | 373 |
| Entrust Financial LLC | [2026-06-30] | SOLE | 0 | 280 |
| Holos Integrated Wealth LLC | [2026-06-30] | SOLE | 66 | 66 | Prev | Page 1 | Next |