Mantle Ridge LP
13F Reported Value
ⓘ$1.3B
Holdings
1
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Mantle Ridge LP disclosed 1 positions worth $1.3B in its Form 13F-HR for Q1 2026, led by $DLTR (DOLLAR TREE, INC.) at 100.0% of the equity portfolio. During the quarter the fund opened 0 new positions and exited 1 and a full exit from $APD. The portfolio is most concentrated in Consumer Discretionary (100.0% of disclosed assets). All figures are sourced directly from Mantle Ridge LP’s Form 13F-HR filing with the SEC under CIK 1695459.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
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- 53.2#1,294
Quality
$1.3B12,104,393 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 DOLLAR TREE, INC.$DLTR | 53.2#1,294 | $1.3B | 12,104,393 |
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Showing top 1 of 1 holdings.
Sector Allocation
Consumer Discretionary
$1.3B
Full Holdings — Mantle Ridge LP (Q1 2026)
All 1 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $DLTR | DOLLAR TREE, INC. | $1.3B | 100.0% | +0% | 53.2 |
Exited Positions (1)
$APD Air Products & Chemicals, Inc.Browse Top Institutional Investors
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