Position in CMG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,808,877
-$480,534 QoQ
Shares Held
87,750
-1.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 100.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CMG Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026FIRST MANHATTAN CO. LLC. holds $199,026,089 across 9 Restaurants names. CMG ranks #4 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
540,296 | $167,918,593 | |
| 2 | QSR |
Restaurant Brands International Inc.
|
181,098 | $13,383,142 | |
| 3 | YUM |
Yum Brands Inc
|
56,656 | $8,808,874 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
This page
|
87,750 | $2,808,877 | |
| 5 | SG |
Sweetgreen, Inc.
|
532,630 | $2,764,349 | |
| 6 | SBUX |
Starbucks Corp
|
19,849 | $1,778,271 | |
| 7 | DRI |
Darden Restaurants Inc
|
5,749 | $1,127,033 | |
| 8 | YUMC |
Yum China Holdings, Inc.
|
4,781 | $233,217 |
All Filings in CMG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,808,877 | 87,750 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,289,411 | 88,903 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,583,416 | 91,437 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,105,038 | 55,299 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $347,754 | 6,926 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $541,614 | 8,982 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $524,342 | 9,100 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $570,115 | 9,100 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $11,045 | 190 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $8,461 | 185 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $8,133 | 222 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $9,497 | 222 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $7,550 | 221 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $6,937 | 250 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $7,393 | 246 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,431 | 246 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $40,848 | 1,291 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $45,139 | 1,291 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $54,198 | 1,491 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $46,231 | 1,491 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $43,136 | 1,518 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $40,297 | 1,453 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $7,661 | 308 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $6,566 | 312 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $4,083 | 312 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||