Letters by company
Chipotle Mexican Grill INC
5 letters discussing CMG. Everything written about it on this site is on its ticker page.
- Pershing Square Holdings Letter to Shareholders Howard Hughes Holdings is being remade into a diversified holding company, starting with a property-and-casualty insurer whose assets Pershing Square would manage without charge. Pershing Square added Amazon and Hertz, trimmed Universal Music Group, Hilton and Chipotle, and exited Canadian Pacific to reduce tariff-related risk. Six-month period ended June 30, 2025 HHH $4.3BAMZN $2.7TBN $81B
- Greenhaven Road Capital Q4 2025 Greenhaven Road Capital groups Lifecore and Vistry as transformations whose operating progress has yet to be reflected in their valuations. It argues that fears around Burford, PAR, Cellebrite and KKR are overstated, while Hagerty’s State Farm rollout, operating leverage and marketplace expansion support its investment case. Q4 2025 BUR $772MCLBT $2.9BHGTY $4.8B
- Andrew Hill Investment Advisors 2024.Q3 Client Letter Andrew Hill Investment Advisors kept portfolios overweight utilities and industrials on rising electricity demand from AI, with Constellation Energy remaining the largest holding. The firm eliminated EQT, increased Chipotle after its selloff, added Axon and United Therapeutics, and continued building high-quality bond ladders while trimming some equities. 2024.Q3 CEG $95BLLY $1.1TMSFT $3.9T
- Andrew Hill Investment Advisors 2024.Q2 Client Letter Andrew Hill Investment Advisors increased Apple exposure ahead of its AI product rollout and added Duke Energy, Highwoods Properties and American Superconductor. The firm argues that AI demand supports Nvidia, Microsoft, Arista Networks and Constellation Energy, while it seeks to expand healthcare exposure through Eli Lilly, Vertex Pharmaceuticals, Intuitive Surgical and Johnson & Johnson. second quarter of 2024 AAPL $4.9TANET $272BCEG $95B
- Andrew Hill Investment Advisors 2024 Q1 Client Letter Andrew Hill Investment Advisors added to EQT and retained Oneok for a potential commodity rebound, while keeping portfolios overweight equities and concentrating on AI beneficiaries including Nvidia, Microsoft, Dell, Constellation Energy and NextEra. The firm favors investment-grade bond ladders and argues that passive-fund flows can push share prices away from business fundamentals. 1st Quarter of 2024 CEG $95BDELL $368BEQT $33B
