hot dog! since 1963, portillo’s has been serving fresh, homemade food in nostalgic themed restaurants. get your buns ready for some delicious food! will it be our classic chicago-style hot dog or our legendary italian beef sandwich with home-cooked sweet peppers? perhaps you’re in the mood for one of our char-grilled burgers or a chopped salad. no matter what you order, finish your meal with a slice of our fresh-baked chocolate cake or a chocolate cake shake. there’s something for everyone at portillo’s! in 1963, dick portillo and his wife sharon invested their life savings of $1,100 into a hot dog stand called “the dog house” in villa park, il. the dog house didn’t have running water or a bathroom. dick had to run garden hoses from a local business to get the water he needed. the menu was simple – hot dogs, tamales, fries and a coke, all for under 35 cents. through dick’s hard work and determination, the dog house evolved into portillo’s and has become what it is today. come and enjoy
![Portillos Inc - Ordinary Shares logo](/files/LOGO/1871509-PTLO.png)
Company profile
Ticker
PTLO
Exchange
Website
CEO
Michael Osanloo
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
SEC CIK
Corporate docs
Subsidiaries
PHD Group Holdings LLC • PHD Intermediate LLC • Portillo’s Holdings, LLC • Portillo’s Hot Dogs, LLC • PHD Card Services, LLC ...
IRS number
871104304
PTLO stock data
Latest filings (excl ownership)
8-K/A
Departure of Directors or Certain Officers
23 Jul 24
8-K
Submission of Matters to a Vote of Security Holders
5 Jun 24
8-K
Regulation FD Disclosure
4 Jun 24
8-K
Departure of Directors or Certain Officers
30 May 24
10-Q
2024 Q1
Quarterly report
7 May 24
8-K
Portillo’s Inc. Announces First Quarter 2024 Financial Results
7 May 24
ARS
2023 FY
Annual report to shareholders
23 Apr 24
DEFA14A
Additional proxy soliciting materials
23 Apr 24
DEF 14A
Definitive proxy
23 Apr 24
8-K
Regulation FD Disclosure
12 Mar 24
Transcripts
PTLO
Earnings call transcript
2024 Q1
7 May 24
PTLO
Earnings call transcript
2023 Q4
27 Feb 24
PTLO
Earnings call transcript
2023 Q3
2 Nov 23
PTLO
Earnings call transcript
2023 Q2
3 Aug 23
PTLO
Earnings call transcript
2023 Q2
3 Aug 23
PTLO
Earnings call transcript
2023 Q1
4 May 23
PTLO
Earnings call transcript
2023 Q1
4 May 23
PTLO
Earnings call transcript
2022 Q4
3 Mar 23
PTLO
Earnings call transcript
2022 Q3
3 Nov 22
PTLO
Earnings call transcript
2022 Q2
7 Aug 22
Latest ownership filings
4
Michael Osanloo
4 Jun 24
4
Jill Francine Waite
4 Jun 24
4
Derrick Lee Pratt
4 Jun 24
4
Michelle Greig Hook
4 Jun 24
4
Joshua Adam Lutzker
6 May 24
4
Change in insider ownership
6 May 24
4
Jill Francine Waite
6 May 24
4
Derrick Lee Pratt
6 May 24
4
Nicholas Anthony Scarpino
6 May 24
4
Keith M Correia
6 May 24
Financial summary
Quarter (USD) | Mar 24 | Dec 23 | Sep 23 | Jun 23 | |
---|---|---|---|---|---|
Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Annual (USD) | Dec 23 | Dec 22 | Dec 21 | |
---|---|---|---|---|
Revenue | ||||
Cost of revenue | ||||
Operating income | ||||
Operating margin | ||||
Net income | ||||
Net profit margin | ||||
Cash on hand | ||||
Change in cash | ||||
Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 13.18 mm | 13.18 mm | 13.18 mm | 13.18 mm | 13.18 mm | 13.18 mm |
Cash burn (monthly) | (no burn) | 118.92 k | (no burn) | (no burn) | (no burn) | (no burn) |
Cash used (since last report) | n/a | 459.78 k | n/a | n/a | n/a | n/a |
Cash remaining | n/a | 12.72 mm | n/a | n/a | n/a | n/a |
Runway (months of cash) | n/a | 107.0 | n/a | n/a | n/a | n/a |
Institutional ownership, Q1 2024
13F holders | Current |
---|---|
Total holders | 193 |
Opened positions | 165 |
Closed positions | 4 |
Increased positions | 10 |
Reduced positions | 6 |
13F shares | Current |
---|---|
Total value | 719.29 bn |
Total shares | 86.16 mm |
Total puts | 428.60 k |
Total calls | 663.30 k |
Total put/call ratio | 0.6 |
Largest owners | Shares | Value |
---|---|---|
Berkshire Partners | 30.13 mm | $0.00 |
Berkshire Partners | 5.92 mm | $83.99 bn |
Orbis Allan Gray | 5.40 mm | $76.63 bn |
Vanguard | 5.40 mm | $76.60 bn |
Orbis Investment Management | 4.65 mm | $0.00 |
BLK Blackrock | 3.43 mm | $48.57 bn |
Blair William & Co | 2.14 mm | $30.29 bn |
Engaged Capital | 1.99 mm | $28.22 bn |
AMP Ameriprise Financial | 1.84 mm | $26.16 bn |
Citadel Advisors | 1.82 mm | $25.77 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
31 May 24 | Michael Osanloo | Class A common stock | Payment of exercise | Dispose F | No | No | 9.02 | 20 | 180.40 | 145,093 |
31 May 24 | Michael Osanloo | Class A common stock | Grant | Acquire A | No | No | 9.02 | 470 | 4.24 k | 145,113 |
31 May 24 | Jill Francine Waite | Class A common stock | Payment of exercise | Dispose F | No | No | 9.02 | 24 | 216.48 | 40,031 |
31 May 24 | Jill Francine Waite | Class A common stock | Grant | Acquire A | No | No | 9.02 | 825 | 7.44 k | 40,055 |
31 May 24 | Derrick Lee Pratt | Class A common stock | Payment of exercise | Dispose F | No | No | 9.02 | 56 | 505.12 | 51,865 |
31 May 24 | Derrick Lee Pratt | Class A common stock | Grant | Acquire A | No | No | 9.02 | 1,913 | 17.26 k | 51,921 |
31 May 24 | Michelle Greig Hook | Class A common stock | Payment of exercise | Dispose F | No | No | 9.02 | 57 | 514.14 | 106,823 |
31 May 24 | Michelle Greig Hook | Class A common stock | Grant | Acquire A | No | No | 9.02 | 1,996 | 18.00 k | 106,880 |
2 May 24 | Michael K Ellis | Class A common stock | Grant | Acquire A | No | No | 11.94 | 18,844 | 225.00 k | 32,693 |
News
B of A Securities Maintains Buy on Portillos, Lowers Price Target to $17
17 Jul 24
Deep Dive Into Portillos Stock: Analyst Perspectives (7 Ratings)
16 Jul 24
Morgan Stanley Maintains Equal-Weight on Portillos, Lowers Price Target to $13
16 Jul 24
Stifel Maintains Buy on Portillos, Lowers Price Target to $13
12 Jul 24
Breaking Down Portillos: 7 Analysts Share Their Views
14 Jun 24