Mantle Ridge LP
- SEC CIK
- 0001695459
- Latest filing
- Aug 14, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 17, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 2
- 0 vs. Q3 2025
- Portfolio value
- $2.50B
- +$241.1M (+10.7%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| DLTRDollar Tree, Inc. | COM | 12,104,393 | $1.49B | 59.5% | 00.0% | Unchanged | History |
| APDAir Products & Chemicals, Inc. | Stock | 4,107,517 | $1.01B | 40.5% | 00.0% | Unchanged | History |