HedgeMountain

Mantle Ridge LP

New York, NY · CRD 284653
Hedge fund manager

Mantle Ridge LP is an SEC-registered investment adviser based in New York, NY that reports managing 13 hedge funds on Form ADV. It reports $5.3 billion in regulatory assets under management. Its private funds, of all types, hold $5.3 billion in gross assets. Its disclosed U.S. stock holdings returned an estimated +0.6% 2026 YTD through Mar 31 (S&P 500: -4.6%), based on 13F filings. Over a longer period they returned an estimated -15.8% from Q3 2024 to Q1 2026, compared with +19.5% for the S&P 500, based on 13F filings.

Regulatory assets under management
$5.3 billionForm ADV Item 5.F
Gross assets of private funds
$5.3 billionAll private fund types, Form ADV
Hedge funds managed
1313 private funds in total
Employees
15Form ADV Item 5.A
Registration
SEC-registered adviserCRD 284653
Latest Form ADV
05/08/2026Disciplinary disclosures: none reported

Estimated 13F portfolio performance

Est. 2026 YTD+0.6%Through Q1 2026 · S&P 500 -4.6%
Est. 2-year return-15.8%Q3 2024 – Q1 2026
S&P 500+19.5%Same quarters, price only
13F holdings$1.3 billion1 positions, 2026-03-31
$66$96$125Q3 2024Q1 2025Q3 2025Q1 202613F est. $84S&P 500 $120
QuarterEst. 13F returnS&P 500
Q1 2026+0.6%-4.6%
Q4 2025+10.7%+2.4%
Q3 2025-4.0%+7.8%
Q2 2025+11.2%+10.4%
Q1 2025+1.0%-4.5%
Q4 2024+6.6%+2.1%
Q3 2024-34.1%+5.4%

Estimate of the firm's disclosed long U.S. stock portfolio from its quarterly 13F filings, holding each quarter-end portfolio to the next quarter-end at prices implied by all 13F filers. It is a price return before dividends and fees, ignores shorts, options, bonds, cash and trading within the quarter, and is not the return of any fund. Disclosures

Largest disclosed holdings

  • Dollar Tree Inc$1.3 billion

As of 2026-03-31, from 13F filing by Mantle Ridge LP.

From SEC filings. Firm data comes from the SEC's Form ADV data as of Oct 2, 2026; performance estimates come from Form 13F. HedgeMountain has not verified this information, and it is not an offer, solicitation or recommendation. Full disclosures