Portillo's Inc.
PTLO- Exchange
- Nasdaq
- Industry
- Retail-Eating Places
- SEC CIK
- 0001871509
No open-market purchases or sales by Portillo's Inc. insiders were filed in the last 90 days; 172 institutions reported holding it in 13F filings for Q2 2026, worth $214.5M in total; no superinvestor holds it.
Key figures
- Market capNo recent share count in SEC filings
- –
- Insider buysOpen market, last 90 days
- 0
- Insider sellsOpen market, last 90 days
- 0
- 13F holdersQ2 2026, −12 vs. previous quarter
- 172
- 13F valueReported value at the end of Q2 2026
- $214.5M
- Superinvestors holdingAt the end of Q2 2026
- 0
Price chart
Financials
See financial statementsFrom SEC filings, in USD.
- Revenue, FY2025
- $732.1M
- +3.0% year over year
- Net income, FY2025
- $19.3M
- −34.5% year over year
- Free cash flow, FY2025
- -$18.5M
- −288.1% year over year
- Revenue, Q3 FY2026
- $194.1M
- +7.0% year over year
Revenue flow, FY2025
Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue.
Short interest
See short dataFrom FINRA, settlement date Oct 30, 2026.
- Short interest
- 10.1M
- Shares sold short
- Change
- +457.9K
- +4.8% vs. previous
- Days to cover
- 5.67
- At average daily volume
Superinvestors holding PTLO, Q2 2026
Go to the superinvestors tabNo superinvestor reported holding PTLO at the end of Q2 2026.
Latest insider trades
See all insider tradesOpen-market purchases and sales by Portillo's Inc. insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Aug 12, 2026 (view filing)4:30 PM ET | Aug 12 | Same day | Lee Eugene I JrDirector | PPurchaseClass A common stock | +65.4K | $4.59 | +$300.0K | +13.4%551.8K after | |
| May 12, 2026 (view filing) | May 11 | 1 day | Lee Eugene I JrDirector | PPurchaseClass A common stock | +70.2K | $4.28 | +$300.3K | +16.9%486.4K after | |
| Mar 13, 2026 (view filing) | Mar 13 | Same day | Lee Eugene I JrDirector | PPurchaseClass A common stock | +286.0K | $5.18 | +$1.48M | +219.6%416.3K after | |
| Aug 11, 2025 (view filing) | Aug 8-11 | 3 days | Osanloo MichaelPresident & CEO | PPurchaseClass A common stock | +13.3K | $7.51 | +$100.0K | +25.6%65.3K after | 2 lots |
| Aug 8, 2025 (view filing) | Aug 7 | 1 day | Lee Eugene I JrDirector | PPurchaseClass A common stock | +130.3K | $7.68 | +$1.00M | New position130.3K after | |
| Aug 8, 2025 (view filing) | Aug 7 | 1 day | Hook Michelle GreigCFO & Treasurer | PPurchaseClass A common stock | +40.0K | $7.67 | +$306.8K | +30.0%173.4K after | |
| Aug 8, 2025 (view filing) | Aug 7 | 1 day | Kaiser Kelly MGeneral Counsel and Secretary | PPurchaseClass A common stock | +27.0K | $7.68 | +$207.4K | +65.1%68.5K after | |
| May 21, 2025 (view filing)9:05 PM ET | May 19 | 2 days | Berkshire Partners LLC and 8 othersDirector, 10% Owner | SSaleClass A Common Stock | −10.0M | $12.23 | −$122.3M | −90.5%1.05M after | 4 lots |
| Mar 14, 2025 (view filing) | Mar 13 | 1 day | Hartung JackDirector | PPurchaseClass A common stock | +72.5K | $12.82 | +$929.5K | New position72.5K after | |
| Aug 19, 2024 (view filing) | Aug 15 | 4 days | Scarpino Nicholas AnthonyChief Marketing Officer | SSaleClass A common stock | −96.7K | $11.75 | −$1.14M | −77.3%28.4K after | 3 lots |
Top 10 13F holders, Q2 2026
See all 172 holdersThe largest institutional positions in Portillo's Inc. at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 4,907,534 | $23.3M | 0.00% | −210,200−4.1% | Reduced |
| Orbis Allan Gray Ltd | 4,171,276 | $19.8M | 0.07% | −2,896,948−41.0% | Reduced |
| Engaged Capital LLC | 3,442,990 | $16.3M | 4.99% | 00.0% | Unchanged |
| Citadel Advisors LLC | 3,150,113 | $14.9M | 0.01% | +2,597,013+469.5% | Added |
| Vanguard Capital Management LLC | 3,065,726 | $14.5M | 0.00% | +26,173+0.9% | Added |
| Marshall Wace, LLP | 2,341,610 | $11.1M | 0.01% | +645,050+38.0% | Added |
| Zuckerman Investment Group, LLC | 2,049,697 | $9.72M | 0.82% | −12,427−0.6% | Reduced |
| Geode Capital Management, LLC | 1,814,316 | $8.60M | 0.00% | +144,298+8.6% | Added |
| State Street Corp | 1,454,163 | $6.89M | 0.00% | +166,617+12.9% | Added |
| Goldman Sachs Group Inc | 1,421,040 | $6.74M | 0.00% | +433,889+44.0% | Added |
Holders of 5% or more of PTLO
See all 2 holders and filingsHolders whose latest Schedule 13D or 13G filing reports 5% or more of Portillo's Inc..
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| Orbis Investment Management Ltd | 13G/A | 5.70%4.12M shares | −4.10 ppfrom 9.80% | Feb 14, 202311 filings | Aug 14, 2026 | SEC |
| Berkshire Partners Holdings LLC | 13G/A | 5.20%3.86M shares | – | Feb 14, 20225 filings | Aug 13, 2025 | SEC |