Follow-The-Filings

Security · featured owners

PTLO Portillos Inc.

Consumer Discretionary COM CL A Equity as of 2026 Q2 among managers we track

Sold by 1 featured manager in 2026 Q2

  • 1 Owner
  • Max 5.0%
  • $16M
  • 1 exit

PTLO (Portillos Inc.) is held in 1 featured 13F book as of 2026 Q2. Glenn Welling - Engaged Capital is the largest tracked holder by portfolio weight (5.0%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 5.0% (Glenn Welling - Engaged Capital) · not free-float ownership

  1. Glenn Welling 5.0%

Holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

History
Glenn Welling - Engaged Capital 2026 Q2 5.0% Hold 3,442,990 $16M History
Bill Miller - Miller Value Partners exited 2026 Q2 Last 2026 Q1 0.18% Exit −0.18% 129,323 $684K History

1 current · 1 exited last period · options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

SEC filings

Recent issuer filings from EDGAR · 11 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 2.02,7.01,9.01 Filing Doc
10-Q Filing Doc
8-K 5.02,7.01,9.01 Filing Doc
8-K 5.02,7.01,9.01 Filing Doc
8-K 5.07 Filing Doc
8-K 5.02,7.01,9.01 Filing Doc
8-K 2.02,5.02,7.01,9.01 Filing Doc
10-Q Filing Doc
DEFA14A Filing Doc
8-K 5.02,7.01,9.01 Filing Doc
10-K Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 14 rows shown

Filed Form Detail Links
4 Period Sep 22, 2026 Filing Doc
4 Period Sep 5, 2026 Filing Doc
4 Period Aug 12, 2026 Filing Doc
4 Period May 31, 2026 · 3 forms Filing Doc
4 Period May 11, 2026 Filing Doc
4 Period May 2, 2026 · 4 forms Filing Doc
4 Period Apr 22, 2026 Filing Doc
4 Period Apr 15, 2026 · 6 forms Filing Doc
4 Period Apr 14, 2026 Filing Doc
4 Period Apr 15, 2026 · 2 forms Filing Doc
4 Period Mar 13, 2026 Filing Doc
4 Period Mar 13, 2026 Filing Doc
4 Period Mar 13, 2026 Filing Doc
4 Period Mar 2, 2026 Filing Doc

Updated 9 days ago Source: SEC EDGAR submissions All on EDGAR

Financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $679.9M $710.55M $732.07M
Net income $18.42M $29.52M $19.34M
Net margin * 2.7% 4.2% 2.6%

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

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $70.78M $98.04M $71.91M
Cash from investing -$87.84M -$88.11M -$90.19M
Cash from financing -$16.93M $2.51M $15.37M
Net change in cash -$33.99M $12.44M -$2.91M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

Ownership over time

filing count by report period · click a bar for that quarter’s holders