Mantle Ridge LP
- SEC CIK
- 0001695459
- Latest filing
- Aug 14, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 14, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 2
- +1 vs. Q3 2024
- Portfolio value
- $2.10B
- +$1.25B (+146.5%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| APDAir Products & Chemicals, Inc. | Stock | 4,107,517 | $1.19B | 56.8% | +4,107,517 | New | History |
| DLTRDollar Tree, Inc. | COM | 12,104,393 | $907.1M | 43.2% | 00.0% | Unchanged | History |