Zuckerman Investment Group, LLC

Position in PTLO — Portillo's Inc.

CIK 1423296 CHICAGO, IL

Position in PTLO

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$10,908,635

+$1,993,210 QoQ

Shares Held

2,062,124

+5.0% QoQ

Ownership

2.72%

of shares outstanding

% of Portfolio

1.29%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

Zuckerman Investment Group, LLC holds $11,421,448 across 2 Restaurants names. PTLO ranks #1 (95.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PTLO	Portillo's Inc. This page	2,062,124	$10,908,635
2	SBUX	Starbucks Corp	5,724	$512,813

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$10,908,635	2,062,124	+5.0%	Shares	Sole	2026-05-15
2025-12-31	$8,915,425	1,963,750	+6.2%	Shares	Sole	2026-02-13
2025-09-30	$11,927,501	1,849,225	-1.3%	Shares	Sole	2025-11-13
2025-06-30	$21,866,359	1,873,724	+1.6%	Shares	Sole	2025-08-15
2025-03-31	$21,921,509	1,843,693	-5.2%	Shares	Sole	2025-05-14
2024-12-31	$18,282,840	1,944,983	+6.9%	Shares	Sole	2025-02-13
2024-09-30	$24,514,187	1,819,910	+48.4%	Shares	Sole	2024-11-13
2024-06-30	$11,922,513	1,226,596	-4.0%	Shares	Sole	2024-08-12
2024-03-31	$18,124,294	1,278,159	+26.4%	Shares	Sole	2024-05-15
2023-12-31	$16,105,867	1,011,040	+40.6%	Shares	Sole	2024-02-14
2023-09-30	$11,065,594	719,012	+77.2%	Shares	Sole	2023-11-15
2023-06-30	$9,139,835	405,674	-0.4%	Shares	Sole	2023-08-15
2023-03-31	$8,700,346	407,129	+0.1%	Shares	Sole	2023-05-12
2022-12-31	$6,635,418	406,582	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.