Mantle Ridge LP — Q4 2025 13F-HR

← Mantle Ridge LP

Q4 2025 · 13F-HR

Mantle Ridge LPholdings as filed

Filed 2026-02-17 · accession 0001695459-26-000002

$2.50B

Reported value

Positions

2025-12-31

Period end

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The Brief · Mantle Ridge LP · Q4 2025

AI · grounded in 13F

Mantle Ridge LP reported no changes to its 13F holdings for 2025-12-31 relative to 2025-09-30.

Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
256746108	DLTR	DOLLAR TREE INC	$1.49B	59.5%	12,104,393	Common	SOLE
009158106	APD	AIR PRODS & CHEMS INC	$1.01B	40.5%	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.