Guru Ownership Trend
Guru Analysis for Portillo's Inc. (PTLO)
Portillo's Inc. (PTLO), a key player in the Consumer Discretionary sector, continues to attract institutional attention.
As of Q2 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $10.99 M.
Top institutional holders include Cliff Asness and HOTCHKIS & WILEY.
Institutional sentiment is currently Bullish. This is evidenced by a $4.87 M net inflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 251.3%. Conversely, Renaissance Technologies (RenTech) reduced exposure by 45.9%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Portillo's Inc. (PTLO)
Major holders include Cliff Asness ($5.12 M), HOTCHKIS & WILEY ($3.48 M), Paul Tudor Jones ($1.14 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 2.24 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $4.87 M, with 4 managers increasing positions and 2 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 1 fully exited PTLO. The total reported sell value was $1.03 M.
Yes, 2 managers opened new positions in PTLO, and 2 increased their existing holdings. The total reported buy value was $5.9 M.