Managers / Q2 2019 · view latest →
Mantle Ridge LP
CIK 0001695459 · 712 FIFTH AVENUE, SUITE 17F, NEW YORK, NY, 10019 · 646-762-8540
Reported Value
$2.9B
Q2 2019
Positions
1
Filings on Record
31
2019–present window
Filed
Aug 14, 2019
original filing
Summary
Mantle Ridge Lp reported $2.9B in U.S.-listed holdings across 1 positions for Q2 2019.
The portfolio is heavily concentrated: CSX alone accounts for 100.0% of reported value.
The book was largely unchanged from Q1 2019.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- Common Stock · 100.0% · $2.9B
Quarter-over-Quarter Changes full breakdown →
Holdings — Q2 2019
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $1.3B | 1 | May 15, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $2.5B | 2 | Feb 17, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $2.3B | 2 | Nov 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $2.4B | 2 | Aug 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $2.1B | 2 | May 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $2.1B | 2 | Feb 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $851M | 1 | Nov 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $1.3B | 1 | Aug 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $1.6B | 1 | May 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $2.2B | 3 | Feb 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $1.6B | 2 | Nov 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $1.7B | 2 | Aug 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $1.7B | 2 | May 12, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $1.72T | 2 | Feb 15, 2023 | RESTATEMENT | changes · EDGAR ↗ |
| Q3 2022 | $1.6B | 2 | Nov 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $1.9B | 2 | Aug 12, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $1.9B | 2 | May 13, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $100M | 2 | Feb 11, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $89M | 1 | Nov 15, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $101M | 1 | Aug 17, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $102M | 1 | May 14, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $104M | 1 | Feb 16, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $72M | 1 | Nov 16, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $61M | 1 | Aug 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $54M | 1 | May 15, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $1.0B | 1 | Feb 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $2.7B | 2 | Nov 15, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $2.9B | 1 | Aug 14, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $2.8B | 1 | May 16, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $2.7B | 1 | Feb 14, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.