Security
Portillos Inc. · COM CL A
10 owners 3 new 1 exit max 6.0% (Glenn Welling - Engaged C...)
owners
10
max %
6.0%
tracked value
$59M
qoq
N 3
A 3
R 4
E 1
holders
sorted by % of portfolio · long equity only · exits show last held size
| manager | % port | activity | shares | value | history |
|---|---|---|---|---|---|
| Glenn Welling - Engaged Capital LLC 2026 Q1 | 6.0% | Add +124.3% | 3,442,990 | $18M | hist |
| Bill Miller - Miller Value Partners, LLC 2026 Q1 | 0.2% | New 0.2% | 129,323 | $684 | hist |
| Marshall Wace - Marshall Wace, LLP 2026 Q1 | 0.0% | New 0.0% | 1,696,560 | $9M | hist |
| Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 | 0.0% | Add +229.9% | 867,719 | $5M | hist |
| Vanguard Group Inc. 2025 Q4 stale | 0.0% | Reduce -23.3% | 3,984,974 | $18M | hist |
| Israel Englander - Millennium Management LLC 2026 Q1 | 0.0% | Reduce -72.7% | 621,416 | $3M | hist |
| Ken Griffin - Citadel Advisors LLC 2026 Q1 | 0.0% | Reduce -67.5% | 553,100 | $3M | hist |
| Cliff Asness - Aqr Capital Management LLC 2026 Q1 | 0.0% | Add +436.3% | 307,433 | $2M | hist |
| Renaissance Technologies LLC 2026 Q1 | 0.0% | Reduce -86.9% | 157,697 | $834 | hist |
| D. E. Shaw & Co., Inc. 2026 Q1 | 0.0% | New 0.0% | 34,166 | $181 | hist |
| Steve Cohen - Point72 Asset Management, L.P. exited 2026 Q1 last 2025 Q4 | 0.0% | Exit 0.00 pp | 615,700 | $3M | hist |
No managers match this filter.
financials
US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing
Income statement
Balance sheet
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Total current assets | $41.92M | $52.65M | $51.52M |
| Total non-current assets * | $1.34B | $1.45B | $1.56B |
| Total assets | $1.39B | $1.5B | $1.61B |
| Total current liabilities | $104.91M | $135.57M | $193.96M |
| Total non-current liabilities | $820.52M | $874.41M | $915.3M |
| Total equity | $322.38M | $401.06M | $467.8M |
ownership over time
filing count by report period · click a bar for that quarter’s holders