We are live on ! Find out more
MRL

Mantle Ridge LP Portfolio holdings

AUM $1.33B
1-Year Est. Return 11.36%
This Fund
S&P 500
This Quarter Est. Return
+1.38%
1 Year Est. Return
+11.36%
3 Year Est. Return
-44.18%
5 Year Est. Return
-44.09%
10 Year Est. Return
–
AUM
$2.35B
AUM Growth
–
Cap. Flow
+$2.27B
Cap. Flow %
96.57%
Top 10 Hldgs %
100%
Holding
1
New
1
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
CSX icon
CSX Corp
CSX
+$2.27B

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Industrials 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CSX icon
1
CSX Corp
CSX
$95.6B
$2.35B 100%
+128,295,621
New +$2.27B

Similar funds

PFBT
Parkside Financial Bank & Trust Saint Louis, Missouri $1.31B AUM 19.14% 1-Year Est. Return
ME
McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return
COCM
Charter Oak Capital Management Portsmouth, New Hampshire $1.29B AUM 13.93% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
VIP
Vantage Investment Partners Kansas City, Missouri $1.45B AUM 18.96% 1-Year Est. Return
AIM
Anchor Investment Management Columbia, South Carolina $1.2B AUM 17.33% 1-Year Est. Return
CNC
Canandaigua National Corp Canandaigua, New York $1.12B AUM

Mantle Ridge LP's Q4 2017 Portfolio in Review

Q4 2017 is the first quarter with a 13F filing on record for Mantle Ridge LP, which disclosed 1 position worth $2.35B. Its ten largest holdings account for 100% of the portfolio.

Its largest position is CSX Corp: 128,295,621 shares worth $2.35B.

By sector, the portfolio is most concentrated in Industrials at 100% of assets.

  • Mantle Ridge LP's largest Q4 2017 buy was CSX Corp: 128,295,621 shares worth $2.35B.
  • Mantle Ridge LP's ten largest holdings make up 100% of its $2.35B portfolio in Q4 2017.
  • Mantle Ridge LP disclosed 1 position in Q4 2017, its first 13F filing on record.

Based on Mantle Ridge LP's 13F filing for Q4 2017, filed 14 Feb 2018.