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MANTLE RIDGE LP

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NEW YORK NY Investment Advisor Hedge Fund
13F Summary
Mantle Ridge is based out of New York. Mantle Ridge is a hedge fund with 13 clients and discretionary assets under management (AUM) of $3,348,250,348 (Form ADV from 2025-05-01). Their last reported 13F filing for Q1 2025 included $2,120,065,697 in managed 13F securities and a top 10 holdings concentration of 100.0%. Mantle Ridge's largest holding is Air Products & Chemicals Inc with shares held of 4,107,517. Whalewisdom has at least 31 13F filings, 13 13D filings, and 12 Form 4 filings
Business Description
The Advisor provides investment advisory services to Clients that are pooled investment vehicles. Investors in the Funds may include high net worth individuals, pension funds and profit sharing plans, trusts, charitable organizations, institutions, endowments, fund of hedge funds, foreign sovereign wealth funds and other entities. Investors in the Funds must meet certain suitability requirements (i.e., “qualified purchaser”), as set forth in the applicable Offering Documents. The Advisor’s investment strategy seeks to generate attractive returns by employing concentrated, research-intensive and value-oriented investment strategies. The Advisor uses consultants to facilitate any or all aspects of the investment research process, the process of establishing influence or control over a target company or the process of effecting value-creating change.
Investment Strategy
The Advisor's investment strategy aims to generate attractive returns through concentrated, research-intensive, and value-oriented approaches. They are willing to use activism or other methods to increase the value of their investments, generally taking a multi-year view of potential value creation. Besides direct investments, the Advisor may use instruments or vehicles that offer hedged or levered exposure to target issuers. The Advisor may also invest in cash equivalents, money market funds, U.S. Treasury bonds, and similar instruments. They might purchase or enter into hedging instruments or derivative contracts, including swaps, futures, forwards, and options. The Advisor has the flexibility to use leverage for various purposes, such as financing investments, operations, or making distributions to investors. Hedging programs can include individual equity securities, swaps, options, other derivatives, exchange-traded indices, and dynamic custom baskets or indices.
Other Contact Information
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2025-03-31

Top Buys (13F)

Name % Change

2025-03-31

Top Sells (13F)

Name % Change

2025-03-31

13F Holdings Summary

Name $ Change
APD Air Products & Chemi 57.14%
DLTR Dollar Tree Inc 42.86%

2025-03-31

13F Activity

Market Value $2.12b, Prior: $2.10b
New Purchases 0 stocks
Added To 0 stocks
Sold out of 0 stocks
Reduced holdings in 0 stocks
Top 10 Holdings % 100%
Turnover %[1] 0%
Turnover Alt %[2] 0%
Time Held Top 20 7 quarters
Time Held Top 10 7 quarters
Time Held All 7 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2025-03-31

13F Sector Allocation Over Time

limited to past 4 quarters. Subscribe to see all available data

2025-03-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2025-03-31

Portfolio Performance