PTLO fund manager activity
Portillo's Inc · Nasdaq. Reported by 4 tracked fund managers in their 13F filings, Q1 2024 to Q2 2026.
Q4 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| Glenn Welling - Engaged Capital | Trimmed | 1,534,990 | $6,968,855 | 1.78% | Feb 17, 2026 |
Q3 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| Ron Baron - Baron Capital | Sold out | — | — | 0.00% | Nov 14, 2025 |
| Glenn Welling - Engaged Capital | Added | 5,069,301 | $32,696,991 | 8.02% | Nov 14, 2025 |
| First Eagle Investment Management | Sold out | — | — | 0.00% | Nov 12, 2025 |