Michael Gelband’s Portillo's PTLO Stock Holding History

Michael Gelband’s Portfolio PTLO Stock Details PTLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$534K	Buy	+112,637	New	+$545K	﹤0.01%	1226
2025 Q4	–	Sell	-19,246	Closed	-$124K	–	1961
2025 Q3	$124K	Sell	19,246 -54,600	-74%	-$461K	﹤0.01%	1415
2025 Q2	$862K	Buy	+73,846	New	+$852K	0.01%	1003
2025 Q1	–	Sell	-74,012	Closed	-$696K	–	1899
2024 Q4	$696K	Buy	+74,012	New	+$847K	﹤0.01%	1056
2024 Q2	–	Sell	-105,797	Closed	-$1.5M	–	1893
2024 Q1	$1.5M	Buy	105,797 +34,561	+49%	+$480K	0.01%	815
2023 Q4	$1.14M	Sell	71,236 -25,886	-27%	-$400K	0.01%	772
2023 Q3	$1.5M	Buy	97,122 +29,837	+44%	+$583K	0.01%	793
2023 Q2	$1.52M	Buy	67,285 +48,956	+267%	+$1.02M	0.01%	922
2023 Q1	$392K	Sell	18,329 -45,644	-71%	-$959K	﹤0.01%	1401
2022 Q4	$1.04M	Buy	+63,973	New	+$1.28M	0.02%	920

Other funds holding PTLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

ZIG

Zuckerman Investment Group Chicago, Illinois $1.18B AUM 22.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Michael Gelband's PTLO Position: Q2 2026 in Review

Michael Gelband opened a new position in Portillo's (PTLO) in Q2 2026: 112,637 shares worth $534K. The stake represents ﹤0.01% of the portfolio and ranks #1226 among its holdings. This is a return to the name: Michael Gelband previously reported a position in PTLO as recently as Q3 2025.

Michael Gelband first reported a position in PTLO in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.52M in Q2 2023. 170 funds tracked by Wall St. Rank hold PTLO as of Q2 2026.

Michael Gelband held 112,637 shares of Portillo's worth $534K as of Q2 2026.
Portillo's was a new Michael Gelband position in Q2 2026.
Portillo's made up ﹤0.01% of Michael Gelband's portfolio in Q2 2026, its #1226 holding.
Michael Gelband first reported a position in Portillo's in Q4 2022 and has held it in 10 quarters since.
Michael Gelband's Portillo's position peaked at $1.52M in Q2 2023.
170 funds tracked by Wall St. Rank held Portillo's as of Q2 2026.

Based on ExodusPoint Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.