Portillo'S (PTLO)Orbis Allan Gray Ltd added to its stake +482K shares

6.84M

Shares reported · +482K vs prior quarter

0.19%

Disclosed portfolio weight

$44.1M

Reported value

Holdings as of

Sep 30, 2025

Filed

Nov 14, 2025

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Sep 21, 2025Company filing · Form 8-K · Executive change, Reg FDChanged a top executive or board member, and shared information with investors“On September 22, 2025, the Board of Directors (the “Board”) of Portillo’s Inc. (the “Company”) announced that Michael Osanloo will depart from his role as President and Chief Executive Officer of the Company, effective September 21, 2025.”
2. Sep 21, 2025Company filing · Form 8-K · Executive changeChanged a top executive or board member“On September 22, 2025, Portillo’s Inc. (the “Company”) filed a Current Report on Form 8-K (the “Original Form 8-K”) disclosing the departure of the Company’s President and Chief Executive Officer, Michael Osanloo, and the appointment of Michael A. Miles, Jr., the Chair of the Board of Directors of the Company (the “Board”), as the Company’s Interim President and Chief Executive Officer (“Interim CEO”), in each case,…”
3. Oct 29, 2025Company filing · Form 8-K · Executive changeChanged a top executive or board member“On October 29, 2025, the Company announced that Mike Ellis will depart from his role as the Company’s Chief Development Officer, effective October 31, 2025. Mr. Ellis’ departure from the Company will be treated as a qualifying termination entitling him to certain benefits under the Company’s Senior Executive Severance Plan (the “SESP”).”
4. Nov 4, 2025Company filing · Form 8-K · Results, Reg FDReported its results, and shared information with investors

What came next

1. Feb 11, 2026Company filing · Form 8-K · Executive change, Reg FDChanged a top executive or board member, and shared information with investors“On February 11, 2026, Portillo’s Inc. (the “Company” or the “Registrant”) announced that Brett Patterson, 57, who most recently served as Chief Executive Officer of Miller’s Ale House, Inc., will join the Company, serving as the Company’s President and Chief Executive Officer and a member of the Company’s Board of Directors, effective February 23, 2026, and as principal executive officer, effective February 25, 2026.”
2. Feb 24, 2026Company filing · Form 8-K · ResultsReported its results
3. Mar 10, 2026Company filing · Form 8-K · Executive change, Reg FDChanged a top executive or board member, and shared information with investors“On March 10, 2026, Michael A. Miles, Jr., the Chair of the Board of Directors (the “Board”) of Portillo’s Inc. (the “Company”), and Joshua A. Lutzker, director, notified the Board that they will not stand for reelection at the Company’s 2026 Annual Meeting.”

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Portillo'S

OQRO holds no insider, Congress, fund or contract record for Portillo'S dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its PTLO page.

How this filing works

• SEC Form 13F

Other disclosures at Portillo'S

• SEC Form 13F-HRAug 14, 2025
• SEC Form 4Aug 11, 2025
• SEC Form 4Aug 11, 2025
• SEC Form 4Aug 8, 2025
• SEC Form 4Aug 8, 2025
• SEC Form 4Aug 8, 2025

Everything OQRO holds on this company is on its PTLO page.