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Brave Warrior Advisors’s Dollar Tree DLTR Stock Holding History

Brave Warrior Advisors’s Portfolio DLTR Stock Details DLTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-7,126
Closed -$501K – 32
2024
Q3 		$501K Buy
+7,126
New +$650K 0.01% 22
2021
Q3 		– Sell
-949,378
Closed -$94.5M – 25
2021
Q2 		$94.5M Sell
949,378
-561,533
-37% -$61M 3.24% 12
2021
Q1 		$173M Buy
1,510,911
+535,890
+55% +$57.6M 5.65% 10
2020
Q4 		$105M Sell
975,021
-27,254
-3% -$2.74M 3.87% 12
2020
Q3 		$91.5M Buy
1,002,275
+991,026
+8,810% +$93.2M 4.09% 11
2020
Q2 		$1.04M Hold
11,249
– – 0.05% 18
2020
Q1 		$826K Buy
11,249
+3,450
+44% +$294K 0.05% 18
2019
Q4 		$733K Buy
+7,799
New +$819K 0.04% 17

Other funds holding DLTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MRL
Mantle Ridge LP New York $1.33B AUM 11.36% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Brave Warrior Advisors's DLTR Position: Q4 2024 in Review

Brave Warrior Advisors sold out of Dollar Tree (DLTR) in Q4 2024, closing a stake of 7,126 shares — an estimated $501K sold.

Brave Warrior Advisors first reported a position in DLTR in Q4 2019 and held it in 8 quarters. The position peaked at $173M in Q1 2021. 713 funds tracked by Wall St. Rank hold DLTR as of Q4 2024.

  • Brave Warrior Advisors reported no remaining Dollar Tree position as of Q4 2024 after selling out during the quarter.
  • Brave Warrior Advisors sold 7,126 Dollar Tree shares in Q4 2024, an estimated $501K.
  • Brave Warrior Advisors first reported a position in Dollar Tree in Q4 2019 and held it in 8 quarters.
  • Brave Warrior Advisors's Dollar Tree position peaked at $173M in Q1 2021.
  • 713 funds tracked by Wall St. Rank held Dollar Tree as of Q4 2024.

Based on Brave Warrior Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.