Mantle Ridge LP
- SEC CIK
- 0001695459
- Latest filing
- Aug 14, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 2
- 0 vs. Q1 2025
- Portfolio value
- $2.36B
- +$237.3M (+11.2%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| DLTRDollar Tree, Inc. | COM | 12,104,393 | $1.20B | 50.9% | 00.0% | Unchanged | History |
| APDAir Products & Chemicals, Inc. | Stock | 4,107,517 | $1.16B | 49.1% | 00.0% | Unchanged | History |