PTLO

Portillo's Inc-cl A

3 super-investor ownerscombined $22Mlargest position 6.0%

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3 super-investors hold PTLO worth a combined $22M. The largest position: Glenn Welling at 6.0% of their portfolio. This quarter the cohort logged 2 buys and 0 sells on the name. Cohort Conviction Score: 30 — ranked #398 of 724 scored stocks. Conviction rising: 1 more super-investor hold it than in 2025Q4.

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Why super-investors own PTLO

Interest in PTLO is quietly building after sitting at a single owner for six consecutive quarters. Glenn Welling remains the dominant voice, holding a 6.0% portfolio position worth roughly $18M — a level of concentration that signals high conviction — and he added to that stake in 2026Q1. Bill Miller initiated a new position this quarter, bringing the cohort count to two for the first time in the dataset. Joel Greenblatt holds a negligible ~$3M slice. Combined cohort exposure is $22M. The trend is modestly positive: ownership has doubled off a low base, with no exits or trims recorded. Welling's concentrated, growing bet is the story here; Miller's entry provides a second data point but at minimal size.

AI-synthesized from 13F filings. Not investment advice.