Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Portillos Inc (PTLO)

178 + Investors. Track Smart Money conviction in PTLO. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -8
Streak
1Q ▼
Buyers last Q
49%

Smart Money Signals — PTLO

Based on 179 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their PTLO positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 91% of 3.0Y peak

91% of all-time peak
179 funds currently hold this stock — 91% of the 3.0-year high of 197 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 8% fewer funds vs a year ago

fund count last 6Q
15 fewer hedge funds hold PTLO compared to a year ago (-8% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 49% buying

95 buying100 selling
Last quarter: 100 funds reduced or exited vs 95 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-11 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 35 → 41 → 47 → 36. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 19% medium ■ 28% new
95 out of 179 hedge funds have held PTLO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~36 new funds/quarter

45 → 35 → 41 → 47 → 36 new funds/Q
New funds entering each quarter: 35 → 41 → 47 → 36. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 64% of holders stayed 2+ years

■ 64% veterans ■ 8% 1-2yr ■ 28% new
Of 189 current holders: 121 (64%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds
41 of 179 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — PTLO

In 2026 Q1, 95 hedge funds were net buyers of PTLO (36 opened a new position, 59 added to an existing one), while 100 reduced or exited (56 trimmed, 44 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. 38% of total institutional value in PTLO is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -8 funds (more exits than new entries). Total institutional holders: 179.

Hedge Fund Ownership: PTLO

How many hedge funds hold PTLO — quarterly history vs. share price
Quarterly hedge fund ownership of PTLO vs. share price

Market Analysis: PTLO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PTLO

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Portillos Inc (PTLO) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much PTLO has moved relative to its sector benchmark (XLY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
PTLO
-20.6%
XLY
+7.4%

PTLO outperformed XLY by -28.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
PTLO
+5.5%
XLY
+0.4%

Since the filing became public, PTLO outperformed XLY by +5.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

20 top-rated funds 0 high-conviction
Consensus
5.7
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: PTLO
178 + Investors

Track Smart Money conviction in PTLO. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 178 187 -4.81%
13F Shares 54M 58M -6.24%
Total Value $283M $264M 7.22%
New Positions 35 47 -12
Increased Positions 56 65 -9
Closed Positions 44 42 +2
Reduced Positions 55 51 +4
Total Calls 5 6 -16.67%
Total Puts 5 9 -44.44%
PUT/CALL Ratio 1.0 1.5 Neutral

Statistics: PTLO

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

178 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PTLO. Verified SEC 13F-HR filings.

QUARTER:
Top 25 PTLO holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Berkshire Partners LLC 100.00% 1,045,630 $5.5M
2 Engaged Capital LLC 6.00% 3,442,990 $18.2M
3 Zuckerman Investment Group, LLC 1.02% 2,062,124 $10.9M
4 4wealth Advisors, INC. 0.37% 82,526 $433K
5 Lakewood Asset Management LLC 0.35% 104,658 $554K
6 Southeast Asset Advisors, LLC 0.24% 416,250 $2.2M
7 Miller Value Partners, LLC 0.18% 129,323 $684K
8 Miller Financial Services LLC 0.16% 27,775 $147K
9 Orbis Allan Gray Ltd 0.16% 7,068,224 $37.4M
10 Blueshift Asset Management, LLC 0.11% 68,580 $363K
11 Nierenberg Investment Management Company, LLC 0.09% 33,555 $178K
12 CenterStar Asset Management, LLC 0.07% 98,800 $523K
13 Bridgeway Capital Management, LLC 0.05% 473,427 $2.5M
14 Chicago Partners Investment Group LLC 0.04% 263,381 $1.7M
15 Insight 2811, INC. 0.04% 16,073 $85K
16 Select Equity Group, L.P. 0.03% 1,153,400 $6.1M
17 Axq Capital, LP 0.02% 36,643 $194K
18 Fox Run Management, L.L.C. 0.02% 22,293 $117K
19 Inscription Capital, LLC 0.02% 31,230 $165K
20 Blair William & Co/Il 0.02% 1,112,922 $5.9M
21 Capstone Financial Advisors, Inc. 0.02% 58,745 $311K
22 First National Bank Sioux Falls 0.02% 10,000 $56K
23 Headlands Technologies LLC 0.01% 23,370 $124K
24 Hotchkis & Wiley Capital Management LLC 0.01% 602,140 $3.2M
25 Marshall Wace, LLP 0.01% 1,696,560 $9.0M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Portillos Inc (PTLO)

What does the Smart Money Trend signal show for PTLO?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their PTLO positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for PTLO?

More sellers than buyers — 49% buying: Last quarter: 100 funds reduced or exited vs 95 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for PTLO holders?

Strong quality — 38% AUM from major funds: 41 of 179 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held PTLO?

53% of holders stayed for 2+ years: 95 out of 179 hedge funds have held PTLO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Portillos Inc (PTLO) following the 2026 Q1 hedge fund 13F filings?

As of today, PTLO has moved +5.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.4% for the XLY sector ETF — an outperformance of +5.1%. Since the quarter end (March 31, 2026), PTLO has gained -20.6% vs +7.4% for XLY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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