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Equibles

Zuckerman Investment Group, LLC

Position in PTLO — Portillo's Inc.

CIK 1423296 CHICAGO, IL
Back to PTLO Full portfolio

Position in PTLO

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$9,715,563
-$1,193,072 QoQ
Shares Held
2,049,697
-0.6% QoQ
Ownership
2.70%
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
#7
of 172 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in PTLO Over Time

Shares Held

Position Value (USD)

Position in Restaurants

Consumer Cyclical · as of Jun 30, 2026

Zuckerman Investment Group, LLC holds $10,300,498 across 2 Restaurants names. PTLO ranks #1 (94.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PTLO
Portillo's Inc.
This page 		2,049,697 $9,715,563
2 SBUX
Starbucks Corp
 5,724 $584,935

All Filings in PTLO

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15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $9,715,563 2,049,697
2026-03-31 $10,908,635 2,062,124
2025-12-31 $8,915,425 1,963,750
2025-09-30 $11,927,501 1,849,225
2025-06-30 $21,866,359 1,873,724
2025-03-31 $21,921,509 1,843,693
2024-12-31 $18,282,840 1,944,983
2024-09-30 $24,514,187 1,819,910
2024-06-30 $11,922,513 1,226,596
2024-03-31 $18,124,294 1,278,159
2023-12-31 $16,105,867 1,011,040
2023-09-30 $11,065,594 719,012
2023-06-30 $9,139,835 405,674
2023-03-31 $8,700,346 407,129
2022-12-31 $6,635,418 406,582