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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

DLTR$1.33BML

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1DLTRDOLLAR TREE INC$108.80-0.43%15.13%9.03%$1.33B100.00%—HELD
2APDAIR PRODS & CHEMS INC$282.35-0.18%3.63%9.35%——−4,107,517EXITED

Source: SEC EDGAR · accession 0001695459-26-000005. 13F discloses long positions only — shorts, foreign equities, and options are excluded.