Mantle Ridge LP — Q2 2025 13F-HR

← Mantle Ridge LP

Q2 2025 · 13F-HR

Mantle Ridge LPholdings as filed

Filed 2025-08-14 · accession 0001695459-25-000006

$2.36B

Reported value

Positions

2025-06-30

Period end

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The Brief · Mantle Ridge LP · Q2 2025

AI · grounded in 13F

Mantle Ridge LP established a new position in Dollar Tree Inc DLTR valued at $1.19B. The fund also initiated a new stake in Air Prods & Chems Inc APD totaling $1.15B. These two holdings comprise the fund's entire portfolio, bringing total AUM to $2.35B.

Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
256746108	DLTR	DOLLAR TREE INC	$1.20B	50.9%	12,104,393	Common	SOLE
009158106	APD	AIR PRODS & CHEMS INC	$1.16B	49.1%	4,107,517	Common	SOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.