Mantle Ridge LP — Q3 2025 13F-HR

← Mantle Ridge LP

Q3 2025 · 13F-HR

Mantle Ridge LPholdings as filed

Filed 2025-11-14 · accession 0001695459-25-000009

$2.26B

Reported value

Positions

2025-09-30

Period end

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The Brief · Mantle Ridge LP · Q3 2025

AI · grounded in 13F

Mantle Ridge LP established a new position in DLTR valued at $1.14B. The fund also initiated a new stake in APD totaling $1.12B. These two holdings comprise the fund's entire portfolio, bringing total assets under management to $2.26B.

Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
256746108	DLTR	DOLLAR TREE INC	$1.14B	50.5%	12,104,393	Common	SOLE
009158106	APD	AIR PRODS & CHEMS INC	$1.12B	49.5%	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.