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Berkshire Investors IV Llc

PTLO
DIRECTOR · PORTILLO'S INC. · CIK 0001505185
FILING MIX · LIFETIME15%/85%
BUYS
10
SELLS
58
TOTAL VALUE
$1.29B
COMPANIES
2
ACTIVE SINCE
Jun 2020
HOLDINGS NOW
6,367,265
AVG SELL PX
$29.74
TRADE KIND
SHOWING 68 / 68
Trades · vs SPY
Loading price series…
Performance · forward returns vs SPY
12 backtested trades · 8 horizons · 4 pending
Forward-return performance of every backtestable P/S trade by Berkshire Investors IV Llc, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.
HORIZONTRADESWIN RATEINSIDER RETURNSPY RETURNMEAN EXCESSMEDIAN EXCESST-STAT
7d12+66.67%+0.64%-0.34%+0.98%-0.56%—
14d12+41.67%+3.39%+0.75%+2.64%+0.90%—
30d12+66.67%+2.71%+1.25%+1.45%-3.99%—
60d12+66.67%+7.42%+2.79%+4.63%-5.75%—
90d12+66.67%+2.14%+3.86%-1.72%-1.29%—
180d12+66.67%-1.88%+6.32%-8.19%-11.19%—
1y12+66.67%+5.03%+16.85%-11.81%-18.07%—
2y12(4 pending)+0.00%+20.57%+9.25%+11.32%+11.27%—
How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.
Holdings over time
PTLO · 0 shares · as of May 19, 2025
07,426,57014,853,13922,279,70929,706,2782022202320242025SHARES HELD
Trading cadence · quarterly flow
BUY ● SELL ●
2020
2020
2020
2021
2021
2021
2021
2022
2022
2022
2022
2023
2023
2023
2023
2024
2024
2024
2024
2025
2025
FLOW · 10 buys / 58 sellsCOVERAGE · 21 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
PTLO
PORTILLO'S INC.
SALE
179,210$12.23$2.19M0May 19, 2025May 21, 2025 ↗View →
PTLO
PORTILLO'S INC.
SALE
2,709,535$12.23$33.14M1,045,630May 19, 2025May 21, 2025 ↗View →
PTLO
PORTILLO'S INC.
PURCHASE
590,240——590,240May 19, 2025May 21, 2025 ↗View →
PTLO
PORTILLO'S INC.
SALE
6,521,015$12.23$79.75M0May 19, 2025May 21, 2025 ↗View →
PTLO
PORTILLO'S INC.
SALE
590,240——227,775May 19, 2025May 21, 2025 ↗View →
PTLO
PORTILLO'S INC.
PURCHASE
6,521,015——6,521,015May 19, 2025May 21, 2025 ↗View →
PTLO
PORTILLO'S INC.
SALE
6,521,015——2,516,498May 19, 2025May 21, 2025 ↗View →
PTLO
PORTILLO'S INC.
PURCHASE
179,210——179,210May 19, 2025May 21, 2025 ↗View →
PTLO
PORTILLO'S INC.
SALE
179,210——69,164May 19, 2025May 21, 2025 ↗View →
PTLO
PORTILLO'S INC.
SALE
590,240$12.23$7.22M0May 19, 2025May 21, 2025 ↗View →
PTLO
PORTILLO'S INC.
PURCHASEGRANT
Stock grant
17,798——64,050Apr 15, 2025Apr 17, 2025 ↗View →
PTLO
PORTILLO'S INC.
PURCHASEGRANT
Stock grant
18,006——46,252May 2, 2024May 6, 2024 ↗View →
PTLO
PORTILLO'S INC.
SALE
5,216,808$14.37$74.97M9,037,513Mar 4, 2024Mar 6, 2024 ↗View →
PTLO
PORTILLO'S INC.
SALE
143,372$14.37$2.06M248,374Mar 4, 2024Mar 6, 2024 ↗View →
PTLO
PORTILLO'S INC.
SALE
2,167,629$14.37$31.15M3,755,165Mar 4, 2024Mar 6, 2024 ↗View →
PTLO
PORTILLO'S INC.
SALE
472,191$14.37$6.79M818,015Mar 4, 2024Mar 6, 2024 ↗View →
PTLO
PORTILLO'S INC.
SALE
35,153$20.80$731.2K1,290,206Apr 5, 2023Apr 6, 2023 ↗View →
PTLO
PORTILLO'S INC.
SALE
388,377$20.80$8.08M14,254,321Apr 5, 2023Apr 6, 2023 ↗View →
PTLO
PORTILLO'S INC.
SALE
10,673$20.80$222.0K391,746Apr 5, 2023Apr 6, 2023 ↗View →
PTLO
PORTILLO'S INC.
SALE
161,374$20.80$3.36M5,922,794Apr 5, 2023Apr 6, 2023 ↗View →
PTLO
PORTILLO'S INC.
PURCHASEGRANT
Stock grant
19,951$20.80$415.0K36,479Apr 4, 2023Apr 6, 2023 ↗View →
PTLO
PORTILLO'S INC.
SALE
453,232$21.05$9.54M1,325,359Mar 10, 2023Mar 14, 2023 ↗View →
PTLO
PORTILLO'S INC.
SALE
2,080,584$21.05$43.80M6,084,168Mar 10, 2023Mar 14, 2023 ↗View →
PTLO
PORTILLO'S INC.
SALE
137,608$21.05$2.90M402,419Mar 10, 2023Mar 14, 2023 ↗View →
PTLO
PORTILLO'S INC.
SALE
5,007,328$21.05$105.40M14,642,698Mar 10, 2023Mar 14, 2023 ↗View →
PTLO
PORTILLO'S INC.
SALE
137,608$22.69$3.12M540,027Nov 17, 2022Nov 21, 2022 ↗View →
PTLO
PORTILLO'S INC.
SALE
2,080,584$22.69$47.21M8,164,752Nov 17, 2022Nov 21, 2022 ↗View →
PTLO
PORTILLO'S INC.
SALE
5,007,328$22.69$113.62M19,650,026Nov 17, 2022Nov 21, 2022 ↗View →
PTLO
PORTILLO'S INC.
SALE
453,232$22.69$10.28M1,778,591Nov 17, 2022Nov 21, 2022 ↗View →
PTLO
PORTILLO'S INC.
SALE
17,284$22.74$393.0K10,245,336Sep 13, 2022Sep 15, 2022 ↗View →
PTLO
PORTILLO'S INC.
SALE
1,143$22.74$26.0K677,635Sep 13, 2022Sep 15, 2022 ↗View →
PTLO
PORTILLO'S INC.
SALE
41,597$22.74$945.9K24,657,354Sep 13, 2022Sep 15, 2022 ↗View →
PTLO
PORTILLO'S INC.
SALE
3,765$22.74$85.6K2,231,823Sep 13, 2022Sep 15, 2022 ↗View →
PTLO
PORTILLO'S INC.
SALE
453,232——2,235,587Aug 16, 2022Aug 18, 2022 ↗View →
PTLO
PORTILLO'S INC.
SALE
2,080,584$22.74$47.31M10,262,620Aug 16, 2022Aug 18, 2022 ↗View →
PTLO
PORTILLO'S INC.
SALE
5,007,328——24,698,951Aug 16, 2022Aug 18, 2022 ↗View →
PTLO
PORTILLO'S INC.
SALE
137,608——678,777Aug 16, 2022Aug 18, 2022 ↗View →
WMS
ADVANCED DRAINAGE SYSTEMS, INC.
SALE
10,116$125.25$1.27M62,107Dec 14, 2021Dec 16, 2021 ↗View →
WMS
ADVANCED DRAINAGE SYSTEMS, INC.
SALE
10,114$125.25$1.27M63,995Dec 14, 2021Dec 16, 2021 ↗View →
WMS
ADVANCED DRAINAGE SYSTEMS, INC.
SALE
729,770$125.25$91.40M6,367,265Dec 14, 2021Dec 16, 2021 ↗View →
WMS
ADVANCED DRAINAGE SYSTEMS, INC.
SALE
620,082$126.79$78.62M7,097,035Nov 11, 2021Nov 15, 2021 ↗View →
WMS
ADVANCED DRAINAGE SYSTEMS, INC.
SALE
9,960$126.79$1.26M72,223Nov 11, 2021Nov 15, 2021 ↗View →
WMS
ADVANCED DRAINAGE SYSTEMS, INC.
SALE
9,958$126.79$1.26M74,109Nov 11, 2021Nov 15, 2021 ↗View →
PTLO
PORTILLO'S INC.
SALE
52,302——816,385Oct 25, 2021Oct 27, 2021 ↗View →
PTLO
PORTILLO'S INC.
SALE
1,903,123——29,706,278Oct 25, 2021Oct 27, 2021 ↗View →
PTLO
PORTILLO'S INC.
SALE
172,259——2,688,819Oct 25, 2021Oct 27, 2021 ↗View →
PTLO
PORTILLO'S INC.
SALE
790,763$18.75$14.83M12,343,204Oct 25, 2021Oct 27, 2021 ↗View →
WMS
ADVANCED DRAINAGE SYSTEMS, INC.
SALE
15,082$109.75$1.66M84,067Sep 14, 2021Sep 16, 2021 ↗View →
WMS
ADVANCED DRAINAGE SYSTEMS, INC.
SALE
1,425,823$109.75$156.48M7,717,117Sep 14, 2021Sep 16, 2021 ↗View →
WMS
ADVANCED DRAINAGE SYSTEMS, INC.
SALE
15,085$109.75$1.66M82,183Sep 14, 2021Sep 16, 2021 ↗View →
WMS
ADVANCED DRAINAGE SYSTEMS, INC.
SALE
19,045$103.61$1.97M97,268Mar 10, 2021Mar 12, 2021 ↗View →
WMS
ADVANCED DRAINAGE SYSTEMS, INC.
SALE
21,610$103.61$2.24M99,149Mar 10, 2021Mar 12, 2021 ↗View →
WMS
ADVANCED DRAINAGE SYSTEMS, INC.
SALE
1,455,341$103.61$150.79M9,142,940Mar 10, 2021Mar 12, 2021 ↗View →
WMS
ADVANCED DRAINAGE SYSTEMS, INC.
PURCHASE
1$96.75$9710,598,281Feb 18, 2021Feb 22, 2021 ↗View →
WMS
ADVANCED DRAINAGE SYSTEMS, INC.
SALE
18,529$75.00$1.39M116,313Dec 10, 2020Dec 14, 2020 ↗View →
WMS
ADVANCED DRAINAGE SYSTEMS, INC.
SALE
1,628,873$75.00$122.17M10,598,280Dec 10, 2020Dec 14, 2020 ↗View →
WMS
ADVANCED DRAINAGE SYSTEMS, INC.
SALE
22,598$75.00$1.69M120,759Dec 10, 2020Dec 14, 2020 ↗View →
WMS
ADVANCED DRAINAGE SYSTEMS, INC.
SALE
55,736$64.19$3.58M12,227,153Nov 18, 2020Nov 18, 2020 ↗View →
WMS
ADVANCED DRAINAGE SYSTEMS, INC.
SALE
50,000$64.14$3.21M12,282,889Nov 17, 2020Nov 18, 2020 ↗View →
WMS
ADVANCED DRAINAGE SYSTEMS, INC.
SALE
25,000$64.50$1.61M12,397,889Nov 16, 2020Nov 18, 2020 ↗View →
WMS
ADVANCED DRAINAGE SYSTEMS, INC.
SALE
65,000$65.55$4.26M12,332,889Nov 16, 2020Nov 18, 2020 ↗View →
WMS
ADVANCED DRAINAGE SYSTEMS, INC.
SALE
18,820$64.15$1.21M12,422,889Nov 13, 2020Nov 13, 2020 ↗View →
WMS
ADVANCED DRAINAGE SYSTEMS, INC.
SALE
800$64.00$51.2K12,441,709Nov 12, 2020Nov 13, 2020 ↗View →
WMS
ADVANCED DRAINAGE SYSTEMS, INC.
SALE
76,200$64.93$4.95M12,486,309Nov 11, 2020Nov 13, 2020 ↗View →
WMS
ADVANCED DRAINAGE SYSTEMS, INC.
SALE
43,800$65.38$2.86M12,442,509Nov 11, 2020Nov 13, 2020 ↗View →
WMS
ADVANCED DRAINAGE SYSTEMS, INC.
PURCHASE
48$43.71$2.1K12,562,509Jun 11, 2020Jun 15, 2020 ↗View →
WMS
ADVANCED DRAINAGE SYSTEMS, INC.
PURCHASE
1$43.71$44134,842Jun 11, 2020Jun 15, 2020 ↗View →
WMS
ADVANCED DRAINAGE SYSTEMS, INC.
PURCHASE
1$43.71$44143,357Jun 11, 2020Jun 15, 2020 ↗View →
Other insiders · PTLO
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About this filer
CIK 0001505185
ROLE
Director
PRIMARY
PTLO
COMPANIES
2
ACTIVE SINCE
Jun 2020
MARKETPEEL · /INSIDER/0001505185DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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