Mantle Ridge LP

CIK 1695459 · last filed 2023-08-09

Mantle Ridge LP is a corporate insider who has filed 10 SEC Form 4 insider transactions across 3 companies since 2017. The most recent filing, for DLTR, was dated Jun 24, 2026. Across all open-market trades the lifetime net is −$336.0M, making them a net seller over the disclosed history. Current disclosed insider exposure totals $6.25B across reported positions. The firm reports its address in New York, NY. 38 SEC filings were submitted jointly with AIR PRODUCTS & CHEMICALS INC /DE/.

"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.

Disclosed Exposure

$6.25B

Companies

Total Filings

Lifetime Open-Market Net

-$336.00M

Charts

Trading activity, where the exposure sits, and each trade against the stock price.

CSX price and trades

Daily close with each Form 4 filing on this company marked: green = open-market buy, red = open-market sale, purple = grants, exercises, gifts and other non-market transactions. Marker size scales with the dollar value.

Shares held

Shares owned after each reported transaction on this company (direct holdings as reported).

Open-market buying and selling

by month

Dollar value of open-market purchases (code P, up) and sales (code S, down) across all companies, by filing month. Grants, exercises and gifts are excluded.

Exposure by company

latest

OfficerDirector10% owner* stale (no filing in 3 yrs)

Most recently reported shares × current price. Faded bars (*) have had no filing in 3 years, so the person may no longer hold them. Click a bar to chart that company.

Filer Profile

Reported Address

712 FIFTH AVENUE, SUITE 17F
NEW YORK, NY 10019

Phone

(646) 762-8540

State of Incorporation

Related Filers

AIR PRODUCTS & CHEMICALS INC /DE/ — 38 joint filings, latest 2026-02-13

Paul C Hilal — 34 joint filings, latest 2026-06-25

MR Argent Advisor LLC — 13 joint filings, latest 2019-10-21

MR Argent GP LLC — 13 joint filings, latest 2019-10-21

MR BridgeStone Advisor LLC — 13 joint filings, latest 2023-08-09

MR Cobalt Advisor LLC — 5 joint filings, latest 2026-06-25

Eagle Advisor LLC — 2 joint filings, latest 2026-02-13

Profile details as reported on the filer's SEC submissions — for individual insiders the address is often in care of the issuer. Related filers are identified from jointly filed SEC submissions and shared reported addresses. View filings on SEC EDGAR.

Holdings By Company

Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.

Symbol	Role	Shares	Price	Disclosed Exposure	Lifetime OM Net	Filings	Latest Filed
ARMK		—	$55.28	—	$0	4	2023-08-09
DLTR		—	$124.18	—	$0	1	2022-12-13
CSX	Director	128,295,621	$48.68	$6.25B	-$336.00M	3	2018-02-09

Recent Filings

10 filings

Insider activity across all companies, newest first. Form 4 rows are post-trade confirmations (buys, sells, grants, exercises). Notice (144) rows are pre-trade notices of intent to sell restricted or control stock under Rule 144 — they may not all execute. Compare adjacent dates to see which notices became actual sales.

Filed	Symbol	Action	Net Shares	Net $	Link
2026-06-24	DLTR	Notice (144)	−1,115,228	-$133.10M	EDGAR
2026-02-12	APD	Notice (144)	−70,175	-$20.46M	EDGAR
2023-08-09	ARMK	—	—	$0	EDGAR
2022-12-13	DLTR	Mixed	—	$0	EDGAR
2022-08-16	ARMK	Mixed	—	$0	EDGAR
2020-03-13	ARMK	Buy (P)	—	$0	EDGAR
2020-03-13	ARMK	Mixed	—	$0	EDGAR
2018-02-09	CSX	Grant (A)	+10,964	$580.8K	EDGAR
2017-03-09	CSX	Mixed	+15,861,052	$540.58M	EDGAR
2017-03-08	CSX	Grant (A)	+11,960	$500.4K	EDGAR

Form 4 codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.