Mantle Ridge LP

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 2Value: $2.1BLatest: 2025Q1

Mantle Ridge LP is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 2 holdings worth $2.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "APD",
  "DLTR"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 2
Total Value: 2120065697
Accession Number: 0001695459-25-000004
Form Type: 13F-HR
CIK: mantle-ridge-lp
Manager Name: Mantle-Ridge-Lp

Data Enrichment

100% identified

2 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

2 positions • $2.1B total value

SEC FilingSEC DataHachi Filing

Manager:

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Air Products & Chemicals, Inc.

APD|009158106

Shares:4.1M

Value:$1.2B

% of Portfolio:57.1% ($1.2B/$2.1B)

DOLLAR TREE, INC.

DLTR|256746108

Shares:12.1M

Value:$908.7M

% of Portfolio:42.9% ($908.7M/$2.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Air Products & Chemicals, Inc.(APDcusip009158106)	4.1M	QoQ 0.00% (+0) YoY NEW(+4.1M)	All Managers (Combined)	$1.2B	57.1% ($1.2B/$2.1B)	QoQ +1.68% (+$20.0M) YoY NEW(+$1211.4M)
DOLLAR TREE, INC.(DLTRcusip256746108)	12.1M	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$908.7M	42.9% ($908.7M/$2.1B)	QoQ +0.17% (+$1.6M) YoY -43.61% (-$703.0M)