Chipotle Mexican Grill (CMG): Rowan Street Capital’s Best Investment Idea

Rowan Street Capital, an investment management company, released its first quarter 2024 investor letter. A copy of the letter can be downloaded here. Rowan Street Capital celebrated its 9^th anniversary in March 2024. The fund generated a +25.6% (net) return in the first quarter. Driven by its top 4 holdings (META, SPOT, TTD, and SHOP), the fund generated a +70.6% (net) return over the last 12 months. In addition, you can check the top 5 holdings of the fund to know its best picks in...