Bayberry Capital Partners’s Dollar Tree DLTR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$9.56M	Sell	96,500 -97,500	-50%	-$9.66M	3.07%	17
2025 Q1	$14.6M	Buy	194,000 +52,000	+37%	+$3.9M	4.02%	10
2024 Q4	$10.6M	Sell	142,000 -51,000	-26%	-$3.82M	4.05%	13
2024 Q3	$13.6M	Buy	193,000 +8,000	+4%	+$563K	4.58%	11
2024 Q2	$19.8M	Buy	+185,000	New	+$19.8M	3.96%	9