Mantle Ridge LP
- SEC CIK
- 0001695459
- Latest filing
- Aug 14, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 14, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 3
- +1 vs. Q3 2023
- Portfolio value
- $2.21B
- +$559.8M (+33.9%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| DLTRDollar Tree, Inc. | COM | 12,104,393 | $1.72B | 77.8% | +738,862+6.5% | Added | History |
| ARMKAramark | COM | 12,660,895 | $355.8M | 16.1% | 00.0% | Unchanged | History |
| VSTSVestis Corp | COM SHS | 6,330,447 | $133.8M | 6.1% | +6,330,447 | New | History |