Institutions / Mantle Ridge LP
Mantle Ridge LP
CIK 1695459 · Institutionalso an insider · as of Dec 31, 2025
Portfolio value
$2.50B
Positions
2
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Dollar Tree, Inc. | $1.49B | 59.5% |
| Air Products & Chemicals, Inc. | $1.01B | 40.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.
Insider transactions
Also files Forms 3 / 4 / 5
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Feb 12, 2026 | Sell | APD Air Products & Chemicals, Inc. Common Stock, par value $1.00 per share | $19.94M | -70K -42.87% | 93,499 0.04% of shares | high |
| Feb 12, 2026 | Gift | APD Air Products & Chemicals, Inc. Common Stock, par value $1.00 per share | $0 | -2K -1.88% | 91,740 0.04% of shares | low |
| Feb 12, 2026 | Other | APD Air Products & Chemicals, Inc. Common Stock, par value $1.00 per share | $0 | -3.9M -96.02% | 163,674 0.07% of shares | low |