Palestra Capital Management’s Dollar Tree DLTR Stock Holding History

Palestra Capital Management’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
2026 Q1	–	Sell	-223,700	Closed	-$27.5M	–	30
2025 Q4	$27.5M	Hold	223,700	–	–	0.97%	26
2025 Q3	$21.1M	Hold	223,700	–	–	0.68%	27
2025 Q2	$22.2M	Hold	223,700	–	–	0.64%	27
2025 Q1	$16.8M	Hold	223,700	–	–	0.66%	21
2024 Q4	$16.8M	Hold	223,700	–	–	0.46%	33
2024 Q3	$15.7M	Hold	223,700	–	–	0.52%	32
2024 Q2	$23.9M	Hold	223,700	–	–	0.94%	27
2024 Q1	$29.8M	Hold	223,700	–	–	1.11%	27
2023 Q4	$31.8M	Hold	223,700	–	–	1.58%	21
2023 Q3	$23.8M	Buy	+223,700	New	+$30M	1.26%	21
2020 Q3	–	Sell	-1,948,970	Closed	-$181M	–	31
2020 Q2	$181M	Sell	1,948,970 -94,765	-5%	-$7.9M	4.53%	10
2020 Q1	$150M	Buy	2,043,735 +568,930	+39%	+$48.4M	4.87%	11
2019 Q4	$139M	Buy	+1,474,805	New	+$155M	4.13%	13
2019 Q2	–	Sell	-757,000	Closed	-$79.5M	–	28
2019 Q1	$79.5M	Buy	+757,000	New	+$74.3M	2.6%	23
2018 Q3	–	Sell	-860,000	Closed	-$73.1M	–	21
2018 Q2	$73.1M	Buy	860,000 +19,128	+2%	+$1.76M	3.2%	18
2018 Q1	$79.8M	Buy	+840,872	New	+$88.1M	4.42%	13
2016 Q1	–	Sell	-615,800	Closed	-$47.6M	–	27
2015 Q4	$47.6M	Sell	615,800 -255,500	-29%	-$17.9M	5.51%	9
2015 Q3	$58.1M	Buy	871,300 +305,000	+54%	+$22.9M	5.6%	5
2015 Q2	$44.7M	Sell	566,300 -9,100	-2%	-$720K	4.37%	13
2015 Q1	$46.7M	Buy	+575,400	New	+$43.7M	4.1%	10

Other funds holding DLTR

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

MRL

Mantle Ridge LP New York $1.33B AUM 11.36% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Palestra Capital Management's DLTR Position: Q1 2026 in Review

Palestra Capital Management sold out of Dollar Tree (DLTR) in Q1 2026, closing a stake of 223,700 shares — an estimated $27.5M sold.

Palestra Capital Management first reported a position in DLTR in Q1 2015 and held it in 20 quarters. The position peaked at $181M in Q2 2020. 858 funds tracked by Wall St. Rank hold DLTR as of Q1 2026.

Palestra Capital Management reported no remaining Dollar Tree position as of Q1 2026 after selling out during the quarter.
Palestra Capital Management sold 223,700 Dollar Tree shares in Q1 2026, an estimated $27.5M.
Palestra Capital Management first reported a position in Dollar Tree in Q1 2015 and held it in 20 quarters.
Palestra Capital Management's Dollar Tree position peaked at $181M in Q2 2020.
858 funds tracked by Wall St. Rank held Dollar Tree as of Q1 2026.

Based on Palestra Capital Management's 13F filing for Q1 2026, filed 15 May 2026.