PTLO fund manager activity
Portillo's Inc · Nasdaq. Reported by 4 tracked fund managers in their 13F filings, Q1 2024 to Q2 2026.
Q2 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| Ron Baron - Baron Capital | No change | 384,549 | $4,487,687 | 0.01% | Aug 14, 2025 |
| Glenn Welling - Engaged Capital | Trimmed | 4,831,911 | $56,388,401 | 15.8% | Aug 14, 2025 |
| First Eagle Investment Management | Added | 577,850 | $6,743,510 | 0.01% | Aug 6, 2025 |
Q1 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| Ron Baron - Baron Capital | Trimmed | 384,549 | $4,572,288 | 0.01% | May 15, 2025 |
| Glenn Welling - Engaged Capital | Trimmed | 5,479,771 | $65,154,477 | 16.6% | May 15, 2025 |
| First Eagle Investment Management | Added | 494,350 | $5,877,822 | 0.01% | May 12, 2025 |
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