Mantle Ridge LP
Mantle Ridge LP is a New York-based investment firm founded by Paul Hilal. The firm specializes in activist investing, value investing, and corporate governance, partnering closely with boards and management teams to enhance long-term value for shareholders and stakeholders. Known for its 'owner-steward' approach, Mantle Ridge is differentiated by a long-term 'permanent ownership' mentality, rather than short-term hedge fund structures. Its engagements have included board and leadership reshaping at major public companies such as CSX, Aramark, and Dollar Tree. The firm reportedly employs around 67 people as of the most recent disclosures and focuses on the stewardship of partner capital and industry leadership.
Investment Strategy
Mantle Ridge's investment strategy centers on engaged, long-term value investing and activist engagements, collaborating closely with boards and management to drive durable value creation. The firm leverages deep research, operational expertise, and constructive activism to materially enhance the valuation and governance of its portfolio companies. This strategy prioritizes robust stewardship and seeks to outperform industry peers by influencing leadership and strategic decisions, evidenced by their track record of substantial total shareholder return outperformance in completed investment engagements.
Top Holdings
Equity Positions (2)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DLTR | DOLLAR TREE INC | 50.85% | $1.20B | 12,104,393 | $159.04 | $99.04 | +$290.1M |
A APD | AIR PRODS & CHEMS INC | 49.15% | $1.16B | 4,107,517 | $290.04 | $282.06 | -$52.8M |