Orbis Allan Gray’s Portillo's PTLO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$74.2M Buy
2025
Q1
$71M Buy
2024
Q4
$53.9M Buy
2024
Q3
$77.2M Buy
2024
Q2
$53M Buy
2024
Q1
$76.6M Buy
2023
Q4
$83.2M Buy
2023
Q3
$78.1M Sell
2023
Q2
$116M Buy
2023
Q1
$106M Buy
2022
Q4
$75.9M Buy
2022
Q3
$59.8M Buy