Synergy Investment Management, LLC
Position in CMG — Chipotle Mexican Grill Inc
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in CMG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$37,842
+$6,345 QoQ
Shares Held
1,113
+13.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#975
of 1,185 holders
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CMG Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Synergy Investment Management, LLC holds $903,689 across 5 Restaurants names. CMG ranks #3 (4.2% of the industry book) .
All Filings in CMG
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,842 | 1,113 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $31,497 | 984 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $52,720 | 1,050 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $63,315 | 1,050 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||