Mantle Ridge LP
- SEC CIK
- 0001695459
- Latest filing
- Aug 14, 2026
Holdings in Q3 2023
Holdings as of Sep 30, 2023, filed Nov 14, 2023. Long positions only; changes compare share counts with Q2 2023.
- Positions
- 2
- 0 vs. Q2 2023
- Portfolio value
- $1.65B
- −$98.2M (−5.6%) vs. Q2 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| DLTRDollar Tree, Inc. | COM | 11,365,531 | $1.21B | 73.4% | 00.0% | Unchanged | History |
| ARMKAramark | COM | 12,660,895 | $439.3M | 26.6% | +9,955,845+368.0% | Added | History |