Mantle Ridge L.P. 13F annual report

Mantle Ridge L.P. is an investment fund managing more than $1.65 trillion ran by Paul Hilal. There are currently 2 companies in Mr. Hilal’s portfolio. The largest investments include Dollar Tree Inc and Aramark, together worth $1.65 trillion.

$1.65 trillion Assets Under Management (AUM)

As of 7th November 2023, Mantle Ridge L.P.’s top holding is 11,365,531 shares of Dollar Tree Inc currently worth over $1.21 trillion and making up 73.4% of the portfolio value. Relative to the number of outstanding shares of Dollar Tree Inc, Mantle Ridge L.P. owns less than approximately 0.1% of the company. In addition, the fund holds 12,660,895 shares of Aramark worth $439 billion, whose value fell approximately 0.1% in the past six months.

Currently, Mantle Ridge L.P.'s portfolio is worth at least $1.65 trillion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Mantle Ridge L.P.

The Mantle Ridge L.P. office and employees reside in New York, New York. According to the last 13-F report filed with the SEC, Paul Hilal serves as the CEO at Mantle Ridge L.P..

Recent trades

In the most recent 13F filing, Mantle Ridge L.P. revealed that it had increased its stake in Aramark and bought 9,955,845 additional shares worth around $263 million. This means they effectively own approximately 0.1% of the company. Aramark makes up 100.0% of the fund's Consumer Discretionary sector allocation and has decreased its share price by 26.6% in the past year.

One of the largest hedge funds

The two most similar investment funds to Mantle Ridge L.P. are Braidwell L.P. and Ghp Investment Advisors. They manage $1.65 trillion and $1.64 trillion respectively.

Paul Hilal investment strategy

Mantle Ridge L.P.’s portfolio is diversified across 2 sectors. Currently, their heaviest sector is Consumer Staples — making up 73.4% of the total portfolio value. The fund focuses on investments in the United States as 100.0% of the portfolio companies are based in the United States.

The majority of the companies in the fund’s portfolio are large-cap stocks. Stocks with a size of more than $10 billion in market cap make up 100% of the total holdings value. On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio. The average market cap of the portfolio companies is close to $21.5 billion.

The complete list of Mantle Ridge L.P. trades based on 13F SEC filings

These positions were updated on November 14th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.

Security	Shares Owned	Value	Allocation
Dollar Tree Inc	No change 11,365,531	$1,209,860,775,000	73.36%
Aramark	368.05% 12,660,895	$439,333,057,000	26.64%
No transactions found
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