Institutional Manager · CIK 0001695459
Mantle Ridge LP
NEW YORK, NY · File #028-18567
Latest AUM
$2.50B
Positions
2
Top-10 Concentration
100.0%
Filings
13
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 20252 pos · $2.50B
- 13F HOLDINGS REPORTQ/E Sep 20252 pos · $2.26B
- 13F HOLDINGS REPORTQ/E Jun 20252 pos · $2.36B
- 13F HOLDINGS REPORTQ/E Mar 20252 pos · $2.12B
- 13F HOLDINGS REPORTQ/E Dec 20242 pos · $2.10B
- 13F HOLDINGS REPORTQ/E Sep 20241 pos · $851.2M
- 13F HOLDINGS REPORTQ/E Jun 20241 pos · $1.29B
- 13F HOLDINGS REPORTQ/E Mar 20241 pos · $1.61B
- 13F HOLDINGS REPORTQ/E Dec 20232 pos · $1.65B
- 13F HOLDINGS REPORTQ/E Sep 20232 pos · $1.75B
- 13F HOLDINGS REPORTQ/E Jun 20232 pos · $1.73B
- 13F HOLDINGS REPORT (Amended)Q/E Mar 20232 pos · $1.72B
- 13F HOLDINGS REPORTQ/E Mar 20232 pos · $1.7M
Top 2 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | DOLLAR TREE INC | DLTR | 12,104,393 | $1.49B | 59.47% |
| 2 | AIR PRODS & CHEMS INC | AIIR | 4,107,517 | $1.01B | 40.53% |