LSV ASSET MANAGEMENT LOCO — El Pollo Loco Holdings Inc

Ownership history in LSV ASSET MANAGEMENT  ·  9 quarters on record

AI Ownership Summary

LSV ASSET MANAGEMENT reported El Pollo Loco Holdings Inc (LOCO) in 9 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.05% in 2026 Q2. The latest visible filing shows LOCO at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LOCO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LSV ASSET MANAGEMENT's position in El Pollo Loco Holdings Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

LOCO was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LOCO stock page LSV ASSET MANAGEMENT fund profile LSV ASSET MANAGEMENT full holdings
How LSV ASSET MANAGEMENT held LOCO — position size vs. price
% of Fund (quarterly)    LOCO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 1,471,545 +14,693 +1.0% 0.05% $25K 2026-08-06 $16.44
2026 Q1 UNCHANGED — — — 1,456,852 — 0% 0.04% $20K 2026-05-11 $13.67
2025 Q4 REDUCED — — — 1,456,852 -32,200 -2.2% 0.03% $15.2M 2026-02-06 $10.94
2025 Q3 REDUCED — — — 1,489,052 -71,000 -4.6% 0.03% $14.4M 2025-11-06 $10.35
2025 Q2 REDUCED — — — 1,560,052 -55,500 -3.4% 0.04% $17.2M 2025-08-11 $10.16
2025 Q1 ADDED — — — 1,615,552 +82,152 +5.4% 0.04% $16.6M 2025-05-09 $9.06
2024 Q4 ADDED — — — 1,533,400 +266,908 +21.1% 0.04% $17.7M 2025-02-13 $12.52
2024 Q3 ADDED — — — 1,266,492 +876,829 +225.0% 0.04% $17.4M 2024-11-12 $13.03
2024 Q2 INITIATED — — — 389,663 — — 0.01% $4.4M 2024-08-06 $11.79

🏢 Other funds also holding LOCO

As of 2026 Q2 — sorted by position size

SummerHaven Investment Management, LLC 3Y 0.63% Rodgers Brothers Inc. 3Y 7Y 0.58% Campbell & CO Investment Adviser LLC 3Y 7Y 0.06% State of Wyoming 3Y 0.05% First Eagle Investment Management, LLC 3Y 7Y 0.03% BAILARD, INC. 3Y 7Y 0.01% POLEN CAPITAL MANAGEMENT LLC 3Y 7Y 0.01% Assenagon Asset Management S.A. 3Y 7Y 0.01% Universal- Beteiligungs- und Servicegesellschaft mbH 0.0% EVERGREEN CAPITAL MANAGEMENT LLC 3Y 7Y 0.0%

FAQ About LSV ASSET MANAGEMENT and LOCO

These are the practical questions this page is built to answer before you even open the full history table.

How long has LSV ASSET MANAGEMENT reported owning LOCO?

LSV ASSET MANAGEMENT reported LOCO across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported LOCO position in LSV ASSET MANAGEMENT's portfolio?

The largest reported portfolio weight for LOCO was 0.05% in 2026 Q2.

What is the latest reported LOCO position on this page?

The most recent filing on this page is 2026 Q2, when LSV ASSET MANAGEMENT reported 1,471,545 shares, equal to 0.05% of portfolio, with an estimated market value of $25K.

What does the chart on this LOCO ownership page compare?

The chart compares LSV ASSET MANAGEMENT's quarterly LOCO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did LSV ASSET MANAGEMENT time their LOCO position?

Based on 13F filing dates vs. subsequent LOCO price moves, LSV ASSET MANAGEMENT correctly timed 2 out of 7 reported position changes (29%). The annualised alpha on LOCO relative to SPY over the holding period was -3.9%.

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