Portillo's Inc.
PTLOFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Portillo's Inc. Makes Money
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From revenue to net income
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Financial Summary
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 6 annual periods. The latest annual period ends Dec 28, 2025. The latest insider filing shown is dated Jun 2, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| Larson Financial Group LLC | 2026-03-31 | 830 | $4.39K | SEC filing |
| US BANCORP \DE\ | 2026-03-31 | 3,013 | $15.9K | SEC filing |
| BANK OF AMERICA CORP /DE/ | 2026-03-31 | 704,602 | $3.73M | SEC filing |
| Cornerstone National Bank & Trust Co | 2026-03-31 | 46 | $248 | SEC filing |
| Engineers Gate Manager LP | 2026-03-31 | 60,685 | $321K | SEC filing |
| Engaged Capital LLC | 2026-03-31 | 3,442,990 | $18.2M | SEC filing |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 2026-03-31 | 31,755 | $168K | SEC filing |
| Sterling Capital Management LLC | 2026-03-31 | 2,227 | $11.8K | SEC filing |
| Keating Financial Advisory Services, Inc. | 2026-03-31 | 30 | $159 | SEC filing |
| OSAIC HOLDINGS, INC. | 2026-03-31 | 101,904 | $539K | SEC filing |
| Squarepoint Ops LLC | 2026-03-31 | 121,318 | $642K | SEC filing |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 2026-03-31 | 100 | $529 | SEC filing |
| AMERIPRISE FINANCIAL INC | 2026-03-31 | 58,088 | $307K | SEC filing |
| Marex Group plc | 2026-03-31 | 52,500 | $278K | SEC filing |
| Centiva Capital, LP | 2026-03-31 | 102,889 | $544K | SEC filing |
| INTECH INVESTMENT MANAGEMENT LLC | 2026-03-31 | 15,813 | $83.7K | SEC filing |
| SIMPLEX TRADING, LLC | 2026-03-31 | 106,348 | $563K | SEC filing |
| VICTORY CAPITAL MANAGEMENT INC | 2026-03-31 | 124,357 | $658K | SEC filing |
| IFP Advisors, Inc | 2026-03-31 | 1,347 | $7.13K | SEC filing |
| 4WEALTH ADVISORS, INC. | 2026-03-31 | 82,526 | $433K | SEC filing |
120 filers have only one report here.
Independent insiders buying near the same time
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-05-11 | LEE EUGENE I JR · Director | Class A common stock | P — Open market or private purchase | +70,165 | 4.28 | SEC filing |
| 2026-03-13 | LEE EUGENE I JR · Director | Class A common stock | P — Open market or private purchase | +286,000 | 5.18 | SEC filing |
| 2025-08-11 | Osanloo Michael · President & CEO | Class A common stock | P — Open market or private purchase | +2,000 | 8.00 | SEC filing |
| 2025-08-08 | Osanloo Michael · President & CEO | Class A common stock | P — Open market or private purchase | +11,320 | 7.42 | SEC filing |
| 2025-08-07 | Hook Michelle Greig · CFO & Treasurer | Class A common stock | P — Open market or private purchase | +40,000 | 7.67 | SEC filing |
| 2025-08-07 | LEE EUGENE I JR · Director | Class A common stock | P — Open market or private purchase | +130,250 | 7.68 | SEC filing |
| 2025-08-07 | Kaiser Kelly M · General Counsel and Secretary | Class A common stock | P — Open market or private purchase | +27,000 | 7.68 | SEC filing |
| 2025-05-19 | Berkshire Partners LLC · Director, 10% owner | Class A Common Stock | S — Open market or private sale | −179,210 | 12.23 | SEC filing |
Showing 8 of 18 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-05-31 | Waite Jill Francine · Chief People Officer | Class A common stock | A — Grant, award, or other acquisition | +1,146 | SEC filing |
| 2026-05-31 | Correia Keith M · Chief Information Officer | Class A common stock | A — Grant, award, or other acquisition | +73 | SEC filing |
| 2026-05-31 | Kaiser Kelly M · General Counsel and Secretary | Class A common stock | A — Grant, award, or other acquisition | +3,161 | SEC filing |
| 2026-05-31 | Waite Jill Francine · Chief People Officer | Class A common stock | F — Payment of exercise price or tax by delivering securities | −33 | SEC filing |
| 2026-05-31 | Kaiser Kelly M · General Counsel and Secretary | Class A common stock | F — Payment of exercise price or tax by delivering securities | −92 | SEC filing |
| 2026-05-31 | Correia Keith M · Chief Information Officer | Class A common stock | F — Payment of exercise price or tax by delivering securities | −2 | SEC filing |
| 2026-05-02 | Kaiser Kelly M · General Counsel and Secretary | Class A common stock | F — Payment of exercise price or tax by delivering securities | −1,840 | SEC filing |
| 2026-05-02 | Hook Michelle Greig · CFO & Treasurer | Class A common stock | F — Payment of exercise price or tax by delivering securities | −3,992 | SEC filing |
Showing 8 of 30 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2024-03-04 | Lutzker Joshua Adam · Director | LLC Units of PHD Group Holdings LLC | D — Disposition to the issuer | −143,372 | SEC filing |
| 2024-03-04 | Berkshire Partners LLC · Director, 10% owner | LLC Units of PHD Group Holdings LLC | D — Disposition to the issuer | −143,372 | SEC filing |
| 2024-03-04 | Lutzker Joshua Adam · Director | Class A common stock | D — Disposition to the issuer | −2,167,629 | SEC filing |
| 2024-03-04 | Berkshire Partners LLC · Director, 10% owner | LLC Units of PHD Group Holdings LLC | D — Disposition to the issuer | −472,191 | SEC filing |
| 2024-03-04 | Berkshire Partners LLC · Director, 10% owner | LLC Units of PHD Group Holdings LLC | D — Disposition to the issuer | −5,216,808 | SEC filing |
| 2024-03-04 | Lutzker Joshua Adam · Director | LLC Units of PHD Group Holdings LLC | D — Disposition to the issuer | −472,191 | SEC filing |
| 2024-03-04 | Berkshire Partners LLC · Director, 10% owner | Class A common stock | D — Disposition to the issuer | −2,167,629 | SEC filing |
| 2024-03-04 | Lutzker Joshua Adam · Director | LLC Units of PHD Group Holdings LLC | D — Disposition to the issuer | −5,216,808 | SEC filing |
Showing 8 of 10 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.