Mantle Ridge LP 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Mantle Ridge LP disclosed 2 US equity positions worth $2.3bn in its Q3 2025 13F filing. The largest position was DLTR at 50.5% of the reported book. Against the Q2 2025 filing, it opened 0 new positions, added to 0 and reduced 0 among the top 2 holdings.
What did Mantle Ridge LP own in Q3 2025? Top 2 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | DLTR DOLLAR TREE INC | Consumer Defensive | 50.5% | $1.1bn | 12,104,393 | 0% | held |
| 2 | APD AIR PRODS & CHEMS INC | Basic Materials | 49.5% | $1.1bn | 4,107,517 | 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.