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Disclosery

Mantle Ridge LP

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13F filer, CIK 1695459, NEW YORK, NY

Mantle Ridge LP reported $2,357,385,328 across 2 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001695459-25-000006

Period
2025-06-30
Reported value
$2.36B
Holdings
2
Top 10 weight
100%
New
0
Sold out
0

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001695459-25-000006, largest first. % of portfolio is the value over $2,357,385,328, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
DLTRDOLLAR TREE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,104,393 shares; 2024Q4: 12,104,393 shares; 2025Q1: 12,104,393 shares; 2025Q2: 12,104,393 shares 12,104,393$1.2B50.85%0Timeline
APDAIR PRODUCTS AND CHEMICALS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,107,517 shares; 2025Q1: 4,107,517 shares; 2025Q2: 4,107,517 shares 4,107,517$1.16B49.15%0Timeline

How Q2 2025 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 0001695459-25-000006 base2025-08-14acceptance time not in the bulk data set