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
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)
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
8-K
Entry into a Material Definitive Agreement
4 Mar 24
424B5
Prospectus supplement for primary offering
1 Mar 24
FWP
Free writing prospectus
28 Feb 24
10-K
2023 FY
Annual report
27 Feb 24
8-K
Portillo’s Inc. Announces Fourth Quarter and Fiscal Year 2023 Financial Results
27 Feb 24
8-K
Regulation FD Disclosure
9 Jan 24
Transcripts
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 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
PTLO
Earnings call transcript
2022 Q1
7 May 22
PTLO
Earnings call transcript
2021 Q4
10 Mar 22
Latest ownership filings
3
Keith M Correia
24 Apr 24
4
Joshua Adam Lutzker
6 Mar 24
4
Change in insider ownership
6 Mar 24
4
Michael Osanloo
4 Mar 24
4
Michelle Greig Hook
4 Mar 24
4
Susan Beth Shelton
4 Mar 24
4
Derrick Lee Pratt
4 Mar 24
4
Jill Francine Waite
4 Mar 24
SC 13G/A
ORBIS INVESTMENT MANAGEMENT LTD
14 Feb 24
SC 13G/A
VANGUARD GROUP INC
13 Feb 24
Financial summary
Quarter (USD) | Sep 23 | Jun 23 | Mar 23 | Dec 22 | |
---|---|---|---|---|---|
Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Annual (USD) | 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) | 12.95 mm | 12.95 mm | 12.95 mm | 12.95 mm | 12.95 mm | 12.95 mm |
Cash burn (monthly) | 3.17 mm | 2.81 mm | (no burn) | (no burn) | (no burn) | (no burn) |
Cash used (since last report) | 22.45 mm | 19.93 mm | n/a | n/a | n/a | n/a |
Cash remaining | -9.50 mm | -6.98 mm | n/a | n/a | n/a | n/a |
Runway (months of cash) | -3.0 | -2.5 | n/a | n/a | n/a | n/a |
Institutional ownership, Q3 2023
13F holders | Current |
---|---|
Total holders | 180 |
Opened positions | 22 |
Closed positions | 27 |
Increased positions | 66 |
Reduced positions | 46 |
13F shares | Current |
---|---|
Total value | 661.71 bn |
Total shares | 77.99 mm |
Total puts | 451.40 k |
Total calls | 255.90 k |
Total put/call ratio | 1.8 |
Largest owners | Shares | Value |
---|---|---|
Berkshire Partners | 30.13 mm | $0.00 |
Berkshire Partners | 5.92 mm | $91.15 bn |
Orbis Allan Gray | 5.07 mm | $78.07 bn |
Orbis Investment Management | 4.65 mm | $0.00 |
Vanguard | 4.52 mm | $69.61 bn |
BLK Blackrock | 3.07 mm | $47.28 bn |
Select Equity | 2.98 mm | $45.85 bn |
Blair William & Co | 2.50 mm | $38.41 bn |
Samlyn Capital | 1.36 mm | $21.00 bn |
BEN Franklin Resources | 1.34 mm | $20.56 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
29 Feb 24 | Michael Osanloo | Class A common stock | Payment of exercise | Dispose F | No | No | 13.08 | 61 | 797.88 | 144,643 |
29 Feb 24 | Michael Osanloo | Class A common stock | Grant | Acquire A | No | No | 13.08 | 1,588 | 20.77 k | 144,704 |
29 Feb 24 | Michelle Greig Hook | Class A common stock | Payment of exercise | Dispose F | No | No | 13.08 | 25 | 327.00 | 63,008 |
29 Feb 24 | Michelle Greig Hook | Class A common stock | Grant | Acquire A | No | No | 13.08 | 669 | 8.75 k | 63,033 |
29 Feb 24 | Susan Beth Shelton | Class A common stock | Payment of exercise | Dispose F | No | No | 13.08 | 2 | 26.16 | 14,306 |
29 Feb 24 | Susan Beth Shelton | Class A common stock | Grant | Acquire A | No | No | 13.08 | 64 | 837.12 | 14,308 |
29 Feb 24 | Derrick Lee Pratt | Class A common stock | Payment of exercise | Dispose F | No | No | 13.08 | 9 | 117.72 | 23,836 |
29 Feb 24 | Derrick Lee Pratt | Class A common stock | Grant | Acquire A | No | No | 13.08 | 246 | 3.22 k | 23,845 |
News
5 Restaurant Stocks to Buy on Strong Sales in March
16 Apr 24
Morgan Stanley Maintains Equal-Weight on Portillos, Lowers Price Target to $16
12 Apr 24
Stephens & Co. Reinstates Overweight on Portillos, Announces $20 Price Target
12 Apr 24
Cramer: This REIT Is 'A Little Too Dicey'; As For Marathon Digital, 'Own The Pure'
6 Mar 24
Portillo Prices $116M Offering Of 8M Class A Common Stock In "Synthetic Secondary" Transaction
29 Feb 24
Press releases
Portillo's Inc. to Announce First Quarter 2024 Results on Tuesday, May 7, 2024
12 Apr 24
Party With Portillo's This Prom Season
9 Apr 24
Portillo's 'Mixes It Up' With Two New Salads Chock Full of Windy City Style
26 Mar 24
Portillo's Inc. Announces Pricing of Offering of Class A Common Stock in "Synthetic Secondary" Transaction
28 Feb 24
Portillo's Inc. Announces Offering of Class A Common Stock in "Synthetic Secondary" Transaction
28 Feb 24