Position in PTLO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$98,298
-$3,352 QoQ
Shares Held
18,582
-17.0% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PTLO Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026&PARTNERS holds $152,933,266 across 20 Restaurants names. PTLO ranks #20 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
310,503 | $96,501,227 | |
| 2 | SBUX |
Starbucks Corp
|
273,967 | $24,544,703 | |
| 3 | DRI |
Darden Restaurants Inc
|
32,247 | $6,321,701 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
181,635 | $5,814,136 | |
| 5 | BROS |
Dutch Bros Inc.
|
75,860 | $3,843,067 | |
| 6 | CAVA |
Cava Group, Inc.
|
41,908 | $3,390,357 | |
| 7 | DPZ |
Dominos Pizza Inc
|
7,857 | $2,819,013 | |
| 8 | YUM |
Yum Brands Inc
|
18,003 | $2,799,106 |
All Filings in PTLO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $98,298 | 18,582 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $101,650 | 22,390 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $64,693 | 10,030 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||