&Partners’s Portillo's PTLO Stock Holding History

&Partners’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 Q1	$98.3K	Sell	18,582 -3,808	-17%	-$20.7K	﹤0.01%	2339
2025 Q4	$98.1K	Buy	22,390 +12,360	+123%	+$64.5K	﹤0.01%	2215
2025 Q3	$64.7K	Buy	+10,030	New	+$84.6K	﹤0.01%	2071

Other funds holding PTLO

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

ZIG

Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

&Partners's PTLO Position: Q1 2026 in Review

&Partners reduced its Portillo's (PTLO) stake by 17% in Q1 2026, selling an estimated $20.7K and leaving 18,582 shares worth $98.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2339.

&Partners first reported a position in PTLO in Q3 2025 and has held it in 3 quarters since. 186 funds tracked by Wall St. Rank hold PTLO as of Q1 2026.

&Partners held 18,582 shares of Portillo's worth $98.3K as of Q1 2026.
&Partners sold 3,808 Portillo's shares in Q1 2026, an estimated $20.7K.
Portillo's made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #2339 holding.
&Partners first reported a position in Portillo's in Q3 2025 and has held it in 3 quarters since.
186 funds tracked by Wall St. Rank held Portillo's as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.