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Disclosery

Mantle Ridge LP

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13F filer, CIK 1695459, NEW YORK, NY

Mantle Ridge LP reported $2,098,447,442 across 2 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001695459-25-000002

Period
2024-12-31
Reported value
$2.1B
Holdings
2
Top 10 weight
100%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
APDnew+4,107,517$1.19B

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

None.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001695459-25-000002, largest first. % of portfolio is the value over $2,098,447,442, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
APDAIR PRODUCTS AND CHEMICALS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,107,517 shares 4,107,517$1.19B56.77%newTimeline
DLTRDOLLAR TREE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,104,393 shares; 2024Q4: 12,104,393 shares 12,104,393$907M43.23%0Timeline

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001695459-25-000002 base2025-02-14acceptance time not in the bulk data set