Mantle Ridge LP

CIK: 0001695459SEC EDGAR →

Portfolio Value

$2.5T

Holdings

As of

Q4 2025

New Positions

Closed Positions

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	DLTR DOLLAR TREE INC	12,104,393	$1.5T	59.47%
2	APD AIR PRODS & CHEMS INC	4,107,517	$1.0T	40.53%

Sector	# Holdings	Value	%
Consumer Defensive	1	$1.5T	59.5%
Basic Materials	1	$1.0T	40.5%