Mantle Ridge LP — 13F Holdings

2026 Q1  ·  2 Positions

2026 Q1 Portfolio Activity

In 2026 Q1, Mantle Ridge LP maintained a portfolio of 2 distinct positions. Conversely, Mantle Ridge LP completely exited their position in AIR PRODS & CHEMS INC.
Position History hover any row below to update
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Mantle Ridge LP New York, NY Activist Hedge Fund AUM $1,326M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
2
Quarter
2026 Q1
Top Holding
DLTR (100.0%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-2 of 2
Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
DLTR
DOLLAR TREE INC
Consumer Defensive 100.00% 59.47% #1
Prev: #1
7.0
—
no change no change
P
S
12,104,393 $1,325,552,077 2021 Q4 13F Filing 2026-03-31 2026-05-15
APD
AIR PRODS & CHE...
Basic Materials 0.00% 40.53%
Sold All 😨
(Was: #2)
 0.0
—
-4,107,517 -100.0%
CLOSED
 — $— 2024 Q4 13F Filing 2026-03-31 2026-05-15
Showing 1-2 of 2 holdings

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