Mantle Ridge LP

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Mantle Ridge LP reported 1 stock position worth $1.6 billion. Its top holding was Dollar Tree (DLTR) at 100.0% of the portfolio. Compared with Q4 2023, it sold out of 2. The biggest sale was an exit from Aramark (ARMK).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001695459
Portfolio Value
$1.6B (Q1 2024)
SEC Filing
0001695459-24-000004 ↗ filed May 15, 2024

Holdings Value

0$1.0B$2.0B$3.0B Q1 2024: $1.6B $1.6B Q1 2024 Q2 2024: $1.3B Q2 2024 Q3 2024: $851.2M Q3 2024 Q4 2024: $2.1B Q4 2024 Q1 2025: $2.1B Q1 2025 Q2 2025: $2.4B Q2 2025 Q3 2025: $2.3B Q3 2025 Q4 2025: $2.5B Q4 2025 Q1 2026: $1.3B Q1 2026 Q2 2026: $0 Q2 2026

Holdings 1 stocks · $1.6B
DLTR Dollar Tree Inc. 100.00% 12,104,393 $1.6B No change

Portfolio Sells Q4 2023 → Q1 2024
ARMK Aramark Sold out 0.00% −16.11
VSTS Vestis Corp. Sold out 0.00% −6.06

Portfolio Buys Q4 2023 → Q1 2024
None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 0$0
Q1 2026 1$1.3BDLTR
Q4 2025 2$2.5BDLTR, APD
Q3 2025 2$2.3BDLTR, APD
Q2 2025 2$2.4BDLTR, APD
Q1 2025 2$2.1BAPD, DLTR
Q4 2024 2$2.1BAPD, DLTR
Q3 2024 1$851.2MDLTR
Q2 2024 1$1.3BDLTR
Q1 2024 1$1.6BDLTR