Portillo's Inc. (PTLO)
NASDAQ · Retail · Retail-Eating Places
- Price
- $3.75
- Day
- +0.54%
- Market cap
- $274.39M
- P/E
- 19.8
Close 2026-09-22.
The company
Our Strategy Maintaining the Fabric of our Beloved Brand. Portillo’s aims to offer industry-leading experiences across our traditional sales channels, while continuing to grow and innovate in growth sales channels. Dine-in provides the best Portillo’s experience, so we strive for our dine-in experience to represent the heart of Portillo’s and our values of Family, Greatness, Energy, and Fun. In our drive-thru, we strive to maintain top performance in the industry across speed, service, and accuracy. In our sales channels of digital pickup, delivery, and catering we have made great strides operationally that will allow us to win additional market share. Portillo’s pioneered our drive-thru model beginning in the 1980s, combining speed and hospitality via outside order takers, food runners, and multi-lane drive-thrus. Our teams are focused on continuously improving and innovating the drive-thru experience to improve throughput and order accuracy. New restaurants are opened with drive-thru doors to aid our runners and improve the guest experience. Experience, service, and food quality define value in our brand, but maintaining a strong price point remains a high priority given how broadly we compete in the restaurant industry. We consistently monitor price points across many categories and occasions that are relevant to our guests. To succeed moving forward, we will continue our pricing strategy combined with a focus on operational excellence and aim to remain an unrivaled value compared to fast-casual competitors. Leveraging Our Brand Strength .
From Item 1: Our Strategy.
Institutional holders
Largest positions reported on Form 13F for the quarter ended 2026-06-30, by value.
- Orbis Allan Gray Ltd — $19.51M
- Engaged Capital LLC — $16.32M
- CITADEL ADVISORS LLC — $14.55M
- VANGUARD CAPITAL MANAGEMENT LLC — $14.53M
- BlackRock, Inc. — $11.46M
- MARSHALL WACE, LLP — $10.67M
- BlackRock, Inc. — $9.81M
- Zuckerman Investment Group, LLC — $9.72M
Insider trades
Open-market buys and sales filed on Form 4, newest first. Grants, option exercises and tax withholding are left out.
- LEE EUGENE I JR (Director) bought 65,355 shares at $4.59 on 2026-08-12
- LEE EUGENE I JR (Director) bought 70,165 shares at $4.28 on 2026-05-11
- LEE EUGENE I JR (Director) bought 286,000 shares at $5.18 on 2026-03-13
- Osanloo Michael (President & CEO) bought 2,000 shares at $8.00 on 2025-08-11
- Osanloo Michael (President & CEO) bought 11,320 shares at $7.42 on 2025-08-08
- LEE EUGENE I JR (Director) bought 130,250 shares at $7.68 on 2025-08-07
Recent filings
- 3 — 2026-09-08
- 4 — 2026-09-08
- SCHEDULE 13G/A — 2026-08-14
- SCHEDULE 13G/A — 2026-08-14
- 4 — 2026-08-12
- 10-Q — 2026-08-05
- 8-K — 2026-08-05
- 8-K — 2026-08-04
- 8-K — 2026-06-30
- 8-K — 2026-06-12