Mantle Ridge LP
- SEC CIK
- 0001695459
- Latest filing
- Aug 14, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 15, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 2
- 0 vs. Q4 2024
- Portfolio value
- $2.12B
- +$21.6M (+1.0%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| APDAir Products & Chemicals, Inc. | Stock | 4,107,517 | $1.21B | 57.1% | 00.0% | Unchanged | History |
| DLTRDollar Tree, Inc. | COM | 12,104,393 | $908.7M | 42.9% | 00.0% | Unchanged | History |