Mantle Ridge LP 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Mantle Ridge LP disclosed 2 US equity positions worth $2.1bn in its Q4 2024 13F filing. The largest position was APD at 56.8% of the reported book. Against the Q3 2024 filing, it opened 1 new position, added to 0 and reduced 0 among the top 2 holdings.
What did Mantle Ridge LP own in Q4 2024? Top 2 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | APD AIR PRODS & CHEMS INC | Basic Materials | 56.8% | $1.2bn | 4,107,517 | – | new |
| 2 | DLTR DOLLAR TREE INC | Consumer Defensive | 43.2% | $907.1m | 12,104,393 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.