Mantle Ridge LP Portfolio Holdings

Mantle Ridge LP

  • $2.12 Billion
  • Q1 2025

Mantle Ridge LP has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.12 Billion distributed in 2 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Air Products & Chemicals, Inc. with a value of $1.21B and Dollar Tree, Inc. with a value of $909M.

Examining the 13F form we can see an increase of $21.6M in the current position value, from $2.1B to 2.12B.

Mantle Ridge LP is based out at New York, NY

Below you can find more details about Mantle Ridge LP portfolio as well as his latest detailed transactions.

Portfolio value $2.12 Billion
Basic Materials: $1.21 Billion
Consumer Defensive: $909 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$61.8B
$1.21 Billion 57.14% of portfolio
4,107,517
Q4 2024 New
$20.4B
$909 Million 42.86% of portfolio
12,104,393
Q1 2024 Added 6.5%

Summary

  • Portfolio
  • No. of Stocks 2
  • Current Value $2.12 Billion
  • Prior Value $2.1 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
Track This Portfolio

Track Mantle Ridge LP Portfolio

Follow Mantle Ridge LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mantle Ridge LP, based on Form 13F filings with the SEC.

News

Stay updated on Mantle Ridge LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email