← Super investors
PTLO
Portillo's Inc-cl A
3 super-investor ownerscombined $22Mlargest position 6.0%
1 NEW1 ADD
Cohort owners over time
2024Q1 → 2026Q1How many of the cohort members held this stock each quarter.
Now: 2
Peak: 2
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Glenn Welling | 6.0% | 9q | $18M | 3,442,990 |
| 2 | Joel Greenblatt | <0.1% | 16q | $3M | 553,100 |
| 3 | Bill Miller | 0.2% | — 1q | $684K | 129,323 |
Recent activity (2)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Bill Miller | NEW | 0.2% | +100% | $684K | May 15, 2026 |
| Glenn Welling | ADD | 6.0% | +124% | $18M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 73642K106. Not investment advice.