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5%+ stakes · Schedule 13D and 13G

Portillo's Inc: 5%+ holders

Before you sign with, sell to or invest in Portillo's Inc

MentionFox check on Portillo's Inc: no red flags found in 18 sources; 1 item to note (checked 7 November 2026). mentionfox.com/c/stakes/portillos

  • Note: Layoff plan disclosed Nov 2026 (filing)

New since last check: Layoff plan disclosed Nov 2026 (filing, first seen 6 November 2026).

Check Portillo's Inc before you sign, sell or invest Free, no sign-up: every record on file, each linked to its source.

What do you want to do about Portillo's Inc?

Who has reported owning 5% or more of Portillo's Inc, from Schedule 13D and 13G filings: each holder's stake as filed, the timeline, and the purpose each 13D states, quoted.

As of November 7, 2026, 2 holders' latest Schedule 13D or 13G filings report owning 5% or more of Portillo's Inc. The largest reported stake is Orbis Investment Management Ltd's, at 5.7%. 16 filings are on record since August 7, 2025 (Schedule 13G/A, August 14, 2026).

Engaged Capital Flagship Master Fund, LP also filed stake reports on 1 other company ↓

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Key facts

  • · Reporting person: Orbis Investment Management Ltd · Sole voting: 4,115,801 · Shared voting: 0 · Sole dispositive: 4,115,801 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-08-14
  • · Reporting person: AllianceBernstein L.P. · Sole voting: 63,390 · Shared voting: 0 · Sole dispositive: 63,390 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-08-14
  • · Holder: Orbis Investment Management Ltd · Percent: 9.8% · SCHEDULE 13G/A
  • · Holder: The Vanguard Group · Percent: 0% · SCHEDULE 13G/A
  • · Holder: Orbis Investment Management Ltd · Percent: 9.7% · SCHEDULE 13G/A
At 5% or more2
Filings16
Latest filing2026-08-14

Portillo's Inc has 16 Schedule 13D or 13G filings on record since 2025-08-07. 2 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

Layoffs on record: 1 filing or notice, latest 2026-11-05 (layoff filings and notices).

Holders

HolderPercentSharesLatestEvent date
Orbis Investment Management Ltd5.7%4,115,801SCHEDULE 13G/A, 2026-08-142026-06-30
Berkshire Partners Holdings LLC5.2%3,859,067SCHEDULE 13G/A, 2025-08-132025-06-30
Ameriprise Financial, Inc.2.7%1,971,016SCHEDULE 13G/A, 2025-11-142025-09-30
Engaged Capital LLC2.1%1,534,990SCHEDULE 13D/A, 2025-10-222025-10-20
AllianceBernstein L.P.0.1%63,390SCHEDULE 13G/A, 2026-08-142026-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13

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Keep reading

More on Portillo's Inc and the records around it.

Portillo's Inc elsewhere on the record

Companies that share a holder

Want the whole picture on Portillo's Inc?

Example from a real report (our sample on Target): “The Q2 2026 earnings report, published August 19, 2026, showed adjusted EPS of $2.46 against an expected $2.33” Source: CNBC

A Full Report on Portillo's Inc: verified, sourced, every claim cited, ready in a few minutes. See pricing.

What the Full Report on Portillo's Inc covers

  1. The Short Answer

  2. Which Company This Is

  3. What They Do, And How The Money Works

  4. Who Runs It, And How To Reach Them

  5. The Money: Funding, Valuation, Runway

  6. Who Pays Them, And Who They Are Up Against

  7. Warning Bells

  8. Sources

    22 cited sources found

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First screen of a real sample Full Report on EchoStar: the verdict, 17 sections, 63 cited sources, built 2026-10-21A real finished report, first screen. Opens in a new tab.

Voting and dispositive power, as filed

Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Orbis Investment Management Ltd4,115,80104,115,8010SCHEDULE 13G/A, 2026-08-14
Allan Gray Australia Pty Ltd55,475055,4750SCHEDULE 13G/A, 2026-08-14
AllianceBernstein L.P.63,390063,3900SCHEDULE 13G/A, 2026-08-14

The latest filing identifies Portillo's Inc by CUSIP 73642K106 and gives its principal executive office as C/O THE PORTILLO RESTAURANT GROUP, 2001 SPRING ROAD, SUITE 400, OAK BROOK, IL 60523-1903 (SCHEDULE 13G/A, 2026-08-14).

Purpose of Transaction (Item 4)

Engaged Capital LLC

Item 4 is hereby amended to add the following: The sales of Shares reported herein were undertaken for the purposes of effectuating a portfolio rebalancing and are not an indication of the Reporting Persons' view on the future prospects of the Issuer.Item 4 of the SCHEDULE 13D/A filed 2025-10-22

Timeline

FiledHolderPercentFiling
2025-08-07Orbis Investment Management Ltd9.9%SCHEDULE 13G/A
2025-08-07Orbis Investment Management Ltd10%SCHEDULE 13G/A
2025-08-13Berkshire Partners Holdings LLC5.2%SCHEDULE 13G/A
2025-08-13AllianceBernstein L.P.9%SCHEDULE 13G/A
2025-09-11Engaged Capital LLC7%SCHEDULE 13D/A
2025-10-22Engaged Capital LLC2.1%SCHEDULE 13D/A
2025-10-30The Vanguard Group7.22%SCHEDULE 13G/A
2025-11-14Orbis Investment Management Ltd9.5%SCHEDULE 13G/A
2025-11-14AllianceBernstein L.P.7.7%SCHEDULE 13G/A
2025-11-14Ameriprise Financial, Inc.2.7%SCHEDULE 13G/A
2026-01-30The Vanguard Group5.53%SCHEDULE 13G/A
2026-02-17Orbis Investment Management Ltd9.7%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-05-15Orbis Investment Management Ltd9.8%SCHEDULE 13G/A
2026-08-14Orbis Investment Management Ltd5.7%SCHEDULE 13G/A
2026-08-14AllianceBernstein L.P.0.1%SCHEDULE 13G/A

Questions about who owns Portillo's Inc

Who owns Portillo's Inc?

On this page, 2 holders' latest ownership filings report 5% or more of Portillo's Inc: Orbis Investment Management Ltd (5.7%, Schedule 13G/A, filed 2026-08-14) and Berkshire Partners Holdings LLC (5.2%, Schedule 13G/A, filed 2025-08-13).

Who are the largest shareholders of Portillo's Inc?

By the share each holder's latest filing reports, the largest holders of Portillo's Inc on this page are Orbis Investment Management Ltd (5.7%) and Berkshire Partners Holdings LLC (5.2%).

When did Orbis Investment Management Ltd buy into Portillo's Inc?

The filings give report dates, not purchase dates. The earliest filing from Orbis Investment Management Ltd on this page is the Schedule 13G/A, filed 2025-08-07, reporting 9.9%; its latest, Schedule 13G/A filed 2026-08-14, reports 5.7%. That earliest filing is itself an amendment, which updates an earlier report.

Is this an audit or a full list?

Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 16 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.

Also on the record for Portillo's Inc

DateRecordFigureOur pageSource
October 6, 2026Leadership change: Jill Waite departs, Chief People Officer—Leadership changesSource
August 4, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource
June 30, 2026Leadership change: Pamela Smith appointed, Chief Financial Officer—Leadership changesSource
May 21, 2026Leadership change: Pamela Smith appointed, Chief Financial Officer, and 1 more—Leadership changesSource
May 5, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

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Where this comes from

Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.

Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.

Cite this page

Permanent URL: https://mentionfox.com/stakes/portillos
Last updated 2026-11-07
Primary record: SEC filing 1 · SEC filing 2 · SEC filing 3 · SEC filing 4
Who owns 5% or more of Portillo's Inc? 2 holders at 5% or more, largest Orbis Investment Management Ltd 5.7%. MentionFox, 2026-11-07. https://mentionfox.com/stakes/portillos