Darwins River Capital, LP

Position in CMG — Chipotle Mexican Grill Inc

CIK 2064978 NEW YORK, NY

Position in CMG

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$8,124,362

-$2,642,823 QoQ

Shares Held

253,807

-12.8% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

4.35%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Mar 31, 2026

Darwins River Capital, LP holds $18,955,621 across 5 Restaurants names. CMG ranks #1 (42.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CMG	Chipotle Mexican Grill Inc This page	253,807	$8,124,362
2	KRUS	Kura Sushi USA, Inc.	63,408	$4,425,244
3	SBUX	Starbucks Corp	45,000	$4,031,550
4	TXRH	Texas Roadhouse, Inc.	12,249	$2,022,799
5	BJRI	BJs RESTAURANTS INC	10,019	$351,666

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$8,124,362	253,807	-12.8%	Shares	Sole	2026-05-15
2025-12-31	$10,767,185	291,005	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.