Institutional
Mantle Ridge LP
CIK 0001695459
$1.33B
Reported AUM
1
Positions
Q1 2026
Period
2026-05-15
Filed
The Brief · Mantle Ridge LP · Q1 2026
AI · grounded in 13F
Mantle Ridge LP closed its entire position in Air Prods & Chems Inc APD, selling $1.01B worth of shares. This move reduced the fund's total position count to zero. The fund ended the period with $1.33B in total assets under management.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | DLTR | DOLLAR TREE INC | $128.95 | 1.73% | 10.50% | 40.00% | $1.33B | 100.00% | — | HELD |
Source: SEC EDGAR · accession 0001695459-26-000005. 13F discloses long positions only — shorts, foreign equities, and options are excluded.