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Rowan Street Capital's investment thesis on Chipotle Mexican Grill ($CMG) — Q1 2025 | Buyside Digest

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$CMGNYSEChipotle Mexican Grill

BULL

Rowan Street Capital—CMG

Fund Letter

Q1 2025

Published March 31, 2025

View Fund Profile

$37.43USD

+1.3% vs last month

$47.29Pitched

-20.9% since pitch

Market Cap$42.7B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

The manager highlights Chipotle as an outstanding company with durable competitive advantages and a long runway for growth, illustrating the costly mistake of treating compounding compounders as short-term trades.

— Alex Kopel

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