MR

Mantle Ridge LP

13F
Mantle Ridge LP
Last update 2025-05-15 2 Stocks (0 new)
Value $2.12 Bil Turnover 0 %
Countries:
Mantle Ridge LP Top Holdings of 2025-03-31 View Full List
Ticker
APD
DLTR
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
APD
Air Products & Chemicals Inc
4,107,517
1,211,388.9
0%
57.140
0%
1.850
+3.71%
+2.51%
64,947.3
Chemicals
DLTR
Dollar Tree Inc
12,104,393
908,676.8
0%
42.860
0%
5.760
+51.61%
+35.99%
21,268.2
Retail - Defensive

Mantle Ridge LP's Historical Top Holdings Breakdowns

Mantle Ridge LP's Top Stock Picks View Full List
Ticker
APD
ARMK
VSTS
DLTR
ARMK
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
APD
Air Products & Chemicals Inc
2024-12-31
New Buy
New Buy
+56.77%
285.5 ($314.38) 335.62
$291.84
-7.17%
New holding
4,107,517
4,107,517
ARMK
Aramark
2024-03-31
Sold Out
Sold Out
-16.11%
27.68 ($30.13) 32.65
$42.79
42.02%
Sold Out
0
-12,660,895
VSTS
Vestis Corp
2024-03-31
Sold Out
Sold Out
-6.06%
17.75 ($19.8) 22.3
$6.15
-68.94%
Sold Out
0
-6,330,447
DLTR
Dollar Tree Inc
2023-12-31
Add
Add
+4.75%
103.64 ($118.4) 142.29
$101.91
-13.93%
Add 6.5%
12,104,393
738,862
ARMK
Aramark
2023-09-30
Add
Add
+15.12%
25.05 ($28.03) 31.42
$42.79
52.66%
Add 368.05%
12,660,895
9,955,845

Mantle Ridge LP Total Holding History ($B)

To

Mantle Ridge LP's Asset Allocation

To

Mantle Ridge LP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Mantle Ridge LP's Hypothetical Growth since 2025-03-31

Mantle Ridge LP's Yearly Returns

Year Portfolio % % Excess Gain %

Mantle Ridge LP's Holdings Heat Map

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Mantle Ridge LP's Holdings Bubble Chart

Mantle Ridge LP News

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