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Disclosery

Mantle Ridge LP

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13F filer, CIK 1695459, NEW YORK, NY

Mantle Ridge LP reported $1,325,552,077 across 1 holding for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001695459-26-000005

Period
2026-03-31
Reported value
$1.33B
Holdings
1
Top 10 weight
100%
New
0
Sold out
1

Largest buys vs the previous quarter

None.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
APDexited-4,107,517-$1.01B

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.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001695459-26-000005, largest first. % of portfolio is the value over $1,325,552,077, 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; 2024Q2: restricted; 2024Q3: 12,104,393 shares; 2024Q4: 12,104,393 shares; 2025Q1: 12,104,393 shares; 2025Q2: 12,104,393 shares; 2025Q3: 12,104,393 shares; 2025Q4: 12,104,393 shares; 2026Q1: 12,104,393 shares 12,104,393$1.33B100%0Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
APDAIR PRODUCTS AND CHEMICALS I4,107,517$1.01Bshares

How Q1 2026 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 0001695459-26-000005 base2026-05-15acceptance time not in the bulk data set