ZIG
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Zuckerman Investment Group’s Portillo's PTLO Stock Holding History

Zuckerman Investment Group’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 		$10.9M Buy
2,062,124
+98,374
+5% +$535K 1.02% 37
2025
Q4 		$8.92M Buy
1,963,750
+114,525
+6% +$598K 0.8% 42
2025
Q3 		$11.9M Sell
1,849,225
-24,499
-1% -$207K 1.1% 34
2025
Q2 		$21.9M Buy
1,873,724
+30,031
+2% +$347K 2.12% 19
2025
Q1 		$21.9M Sell
1,843,693
-101,290
-5% -$1.32M 2.35% 15
2024
Q4 		$26.7M Buy
1,944,983
+125,073
+7% +$1.43M 2.56% 11
2024
Q3 		$24.5M Buy
1,819,910
+593,314
+48% +$6.62M 2.52% 13
2024
Q2 		$11.9M Sell
1,226,596
-51,563
-4% -$574K 1.38% 32
2024
Q1 		$18.1M Buy
1,278,159
+267,119
+26% +$3.71M 2.06% 17
2023
Q4 		$16.1M Buy
1,011,040
+292,028
+41% +$4.51M 2.08% 18
2023
Q3 		$11.1M Buy
719,012
+313,338
+77% +$6.12M 1.58% 28
2023
Q2 		$9.14M Sell
405,674
-1,455
-0.4% -$30.3K 1.31% 30
2023
Q1 		$8.7M Buy
407,129
+547
+0.1% +$11.5K 1.32% 30
2022
Q4 		$6.64M Buy
+406,582
New +$8.14M 1.05% 37

Other funds holding PTLO

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Zuckerman Investment Group's PTLO Position: Q1 2026 in Review

Zuckerman Investment Group increased its Portillo's (PTLO) stake by 5% in Q1 2026, buying an estimated $535K and bringing the position to 2,062,124 shares worth $10.9M. The position accounts for 1.02% of the portfolio, ranked #37.

Zuckerman Investment Group first reported a position in PTLO in Q4 2022 and has held it in 14 quarters since. The position peaked at $26.7M in Q4 2024. 186 funds tracked by Wall St. Rank hold PTLO as of Q1 2026.

  • Zuckerman Investment Group held 2,062,124 shares of Portillo's worth $10.9M as of Q1 2026.
  • Zuckerman Investment Group bought 98,374 Portillo's shares in Q1 2026, an estimated $535K.
  • Portillo's made up 1.02% of Zuckerman Investment Group's portfolio in Q1 2026, its #37 holding.
  • Zuckerman Investment Group first reported a position in Portillo's in Q4 2022 and has held it in 14 quarters since.
  • Zuckerman Investment Group's Portillo's position peaked at $26.7M in Q4 2024.
  • 186 funds tracked by Wall St. Rank held Portillo's as of Q1 2026.

Based on Zuckerman Investment Group's 13F filing for Q1 2026, filed 15 May 2026.