Mantle Ridge LP - Portfolio Stock Holdings

Mantle Ridge LP disclosed 2 stock positions in a recent SEC 13F filing. $1,297,409,364 of stock holdings were filed, with the largest holdings including DLTR, APD. This filing represented positions held on March 31, 2026, and was filed on May 14, 2026.

We estimate the fund has a total AUM of $5,348,830,341 and has 15 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.