undamentalytics Newsletter

El Pollo Loco Holdings, Inc.: which funds bought and sold

Institutions that bought and sold El Pollo Loco Holdings shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 88 institutions that filed 13F reports for both quarters added to or opened positions in El Pollo Loco Holdings, and 54 cut or closed them. Together they added a net 3.1M shares, +11.6% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 1.9M shares (+19.1%); index fund managers were net buyers of 551K shares (+10.1%). 23 opened a new position and 12 sold out entirely.

Bought, Q2 2026 88 institutions, 23 of them new holders Sold, Q2 2026 54 institutions, 12 of them sold out
Net change, all compared +3.1M shares (+11.6%)
Net change, active managers +1.9M shares (+19.1%), 27 bought, 10 sold

Buyers versus sellers

institutions compared, 162
Active managers and hedge funds 27 bought · 10 sold · +1.9M
Index fund managers 9 bought · 0 sold · +551K
Other institutions 52 bought · 44 sold · +577K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
First Eagle Investment Management, LLC Active manager +1.4M +246.2% 2.0M $33.8M
Assenagon Asset Management S.A. +450K +294.7% 603K $10.2M
Archon Capital Management LLC +306K +267.4% 421K $7.1M
Qube Research & Technologies Ltd Hedge fund +296K New position 296K $5M
UBS Group AG +284K +545.4% 337K $5.7M
Two Sigma Investments, LP Hedge fund +265K +41.2% 907K $15.4M
Geode Capital Management, LLC Index funds +220K +32.9% 888K $15.1M
Trexquant Investment LP Hedge fund +184K +531.1% 219K $3.7M
Blackrock, Inc. Index funds +175K +7.7% 2.5M $41.7M
Arrowstreet Capital, Limited Partnership Hedge fund +175K +31.5% 730K $12.4M
Goldman Sachs Group Inc +165K +15.1% 1.3M $21.3M
Morgan Stanley +133K +73.1% 316K $5.4M
Renaissance Technologies LLC Hedge fund +112K +36.6% 418K $7.1M
Susquehanna International Group, LLP +95K New position 95K $1.6M
Vanguard Portfolio Management LLC Index funds +81K +39.6% 287K $4.9M
D. E. Shaw & Co., Inc. Hedge fund +81K +39.0% 288K $4.9M
Aristides Capital LLC +80K New position 80K $1.4M
Tudor Investment Corp Et Al Hedge fund +73K New position 73K $1.2M
Hillsdale Investment Management Inc. +72K +12.4% 656K $11.1M
Citadel Advisors LLC Hedge fund +61K +71.2% 147K $2.5M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Marshall Wace, LLP Hedge fund −412K −78.4% 113K $1.9M
Fund 1 Investments, LLC −407K Sold out 0 —
Sei Investments Co −339K −53.4% 296K $5M
Jane Street Group, LLC −254K −88.8% 32K $544,789
Biglari Capital Corp. Hedge fund −223K −5.6% 3.8M $64.1M
Hotchkis & Wiley Capital Management LLC Active manager −154K −29.3% 371K $6.3M
Balyasny Asset Management L.P. Hedge fund −86K Sold out 0 —
BNP Paribas Asset Management Holding S.A. −74K Sold out 0 —
Prudential Financial Inc −69K −13.3% 450K $7.6M
Dynamic Technology Lab Private Ltd −46K Sold out 0 —
Bank Of America Corp −39K −20.5% 150K $2.6M
Lotus Technology Management, LP −38K Sold out 0 —
Engineers Gate Manager LP Hedge fund −27K Sold out 0 —
Tieton Capital Management, LLC −24K −2.2% 1.0M $17.5M
Scientech Research LLC −23K Sold out 0 —
AQR Capital Management LLC Hedge fund −23K −13.6% 144K $2.4M
Divisadero Street Capital Management, LP −22K −5.2% 410K $7M
Stifel Financial Corp −19K −55.3% 15K $254,400
Brevan Howard Capital Management LP Hedge fund −16K Sold out 0 —
HSBC Holdings PLC −16K −56.6% 12K $199,618

New positions

largest by value
InstitutionSharesValue June 30, 2026
Qube Research & Technologies LtdHedge fund 296K $5M
Susquehanna International Group, LLP 95K $1.6M
Aristides Capital LLC 80K $1.4M
Tudor Investment Corp Et AlHedge fund 73K $1.2M
Grantham, Mayo, Van Otterloo & Co. LLCActive manager 53K $905,020
Headlands Technologies LLC 29K $486,158
Principal Financial Group Inc 27K $459,040
Connor, Clark & Lunn Investment Management Ltd. 24K $400,188
Exoduspoint Capital Management, LPHedge fund 18K $303,601
Xtx Topco Ltd 18K $301,277

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Fund 1 Investments, LLC 407K $5.6M
Balyasny Asset Management L.P.Hedge fund 86K $1.2M
BNP Paribas Asset Management Holding S.A. 74K $1M
Dynamic Technology Lab Private Ltd 46K $639,778
Lotus Technology Management, LP 38K $523,007
Engineers Gate Manager LPHedge fund 27K $375,273
Scientech Research LLC 23K $318,489
Brevan Howard Capital Management LPHedge fund 16K $215,246
Prelude Capital Management, LLC 11K $151,074
Walleye Capital LLCHedge fund 7,410 $102,703

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
151
Ten largest holders
57.0%
of 13F-reported shares
Index fund managers
20.3%
of 13F-reported shares
Active managers and hedge funds
40.8%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 27 10 6 4 +1.9M +19.1%
Index fund managers 9 0 0 0 +551K +10.1%
Other institutions 52 44 17 8 +577K +5.3%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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