Latest Mantle Ridge LP Stock Portfolio

Mantle Ridge LP Performance:

2025 Q2: 11.19%YTD: 12.34%2024: -49.14%

Performance for 2025 Q2 is 11.19%, and YTD is 12.34%, and 2024 is -49.14%.

About Mantle Ridge LP and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Mantle Ridge LP reported an equity portfolio of $2.4 Billions as of 30 Jun, 2025.

The top stock holdings of Mantle Ridge LP are DLTR, APD. The fund has invested 50.9% of it's portfolio in DOLLAR TREE INC and 49.1% of portfolio in AIR PRODS & CHEMS INC.

Mantle Ridge LP Annual Return Estimates Vs S&P 500

Our best estimate is that Mantle Ridge LP made a return of 11.19% in the last quarter. In trailing 12 months, it's portfolio return was -23.99%.

New Buys

No new stocks were added by Mantle Ridge LP

Additions

No additions were made to existing positions by Mantle Ridge LP

Reductions

None of the existing positions were reduced by Mantle Ridge LP

Sold off

None of the stocks were completely sold off by Mantle Ridge LP

Sector Distribution

Mantle Ridge LP has about 50.9% of it's holdings in Consumer Defensive sector.

Sector	%
Consumer Defensive	50.9
Basic Materials	49.1

Market Cap. Distribution

Mantle Ridge LP has about 100% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	100

Stocks belong to which Index?

About 100% of the stocks held by Mantle Ridge LP either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	100

Top 5 Winners (%)		%
DLTR	dollar tree inc	31.9 %

Top 5 Winners ($)		$
DLTR	dollar tree inc	290.1 M

Top 5 Losers (%)		%
APD	air prods & chems inc	-4.4 %

Top 5 Losers ($)		$
APD	air prods & chems inc	-52.8 M

Mantle Ridge LP Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Mantle Ridge LP

Mantle Ridge LP has 2 stocks in it's portfolio. APD proved to be the most loss making stock for the portfolio. DLTR was the most profitable stock for Mantle Ridge LP last quarter.

Last Reported on: 14 Aug, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	DLTR	dollar tree inc	50.85	12,104,400	1,198,820,000	unchanged	0.00
Historical Trend of DOLLAR TREE INC Position Held By Mantle Ridge LP What % of Portfolio is DLTR?: Number of DLTR shares held: Change in No. of Shares Held:
	APD	air prods & chems inc	49.15	4,107,520	1,158,570,000	unchanged	0.00