Position in PTLO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,323,700
+$290,878 QoQ
Shares Held
250,227
+10.0% QoQ
Ownership
0.330%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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 Mar 31, 2026Empowered Funds, LLC holds $114,290,432 across 22 Restaurants names. PTLO ranks #14 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
111,709 | $34,718,032 | |
| 2 | SBUX |
Starbucks Corp
|
170,907 | $15,311,551 | |
| 3 | YUMC |
Yum China Holdings, Inc.
|
229,016 | $11,171,399 | |
| 4 | EAT |
Brinker International, Inc
|
73,628 | $10,511,868 | |
| 5 | YUM |
Yum Brands Inc
|
60,169 | $9,355,070 | |
| 6 | DPZ |
Dominos Pizza Inc
|
18,625 | $6,682,459 | |
| 7 | BJRI |
BJs RESTAURANTS INC
|
107,143 | $3,760,719 | |
| 8 | BLMN |
Bloomin' Brands, Inc.
|
690,137 | $3,726,739 |
All Filings in PTLO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,323,700 | 250,227 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,032,822 | 227,494 | Shares | Other | 2026-02-18 | |
| 2025-09-30 | $1,319,218 | 204,530 | Shares | Other | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||