Mantle Ridge LP Portfolio Holdings
Q3 2025•2 long positions•$2.3B portfolio value
We use cookies for analytics. See our Privacy and Cookie Policy.
Choose which columns to filter the table by
Choose which columns to display in the table
Holding2 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Discount Stores Consumer Defensive | $1.1B 50.49% | — | 5.93% 12.1M shares | — | — | $19.2B Large Cap | Q4 2021 Held for 3y 11m | |
Chemicals - Specialty Basic Materials | $1.1B 49.51% | — | 1.85% 4.1M shares | — | — | $60.7B Large Cap | Q4 2024 Held for 11 months |
