Ray Dalio's DLTR Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 49,257 shares of Dollar Tree, Inc. (DLTR) worth $4.65 M, representing 0.02% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Ray Dalio has maintained a long-term strategic position in DLTR, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2022, adding 148,401 shares. Largest reduction occurred in Q3 2024, reducing 266,769 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's Dollar Tree (DLTR) Holding Value Over Time
Track share changes against reported price movement
Quarterly Dollar Tree (DLTR) Trades by Ray Dalio
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +107,064 | Add 0.00% | 107,063 | $50.84 |
| Q3 2013 | -17,824 | Reduce 16.65% | 89,239 | $57.16 |
| Q4 2013 | -89,239 | Sold Out | 89,239 | $0.00 |
| Q2 2014 | +35,139 | New Buy | 35,139 | $54.47 |
| Q3 2014 | -35,139 | Sold Out | 35,139 | $0.00 |
| Q1 2020 | +10,247 | New Buy | 10,247 | $73.48 |
| Q2 2020 | -3,629 | Reduce 35.42% | 6,618 | $92.63 |
| Q3 2020 | +107,268 | Add 1620.85% | 113,886 | $91.34 |
| Q4 2020 | +135,348 | Add 118.85% | 249,234 | $108.04 |
| Q1 2021 | +31,299 | Add 12.56% | 280,533 | $114.46 |
| Q2 2021 | +142,421 | Add 50.77% | 422,954 | $99.50 |
| Q3 2021 | +13,111 | Add 3.10% | 436,065 | $95.72 |
| Q4 2021 | +46,222 | Add 10.60% | 482,287 | $140.52 |
| Q1 2022 | +148,401 | Add 30.77% | 630,688 | $160.15 |
| Q2 2022 | +7,337 | Add 1.16% | 638,025 | $155.85 |
| Q3 2022 | -10,072 | Reduce 1.58% | 627,953 | $136.10 |
| Q4 2022 | -73,687 | Reduce 11.73% | 554,266 | $141.44 |
| Q1 2023 | -26,745 | Reduce 4.83% | 527,521 | $143.55 |
| Q2 2023 | +64,004 | Add 12.13% | 591,525 | $143.50 |
| Q3 2023 | +18,876 | Add 3.19% | 610,401 | $106.45 |
| Q4 2023 | -26,619 | Reduce 4.36% | 583,782 | $142.05 |
| Q1 2024 | -116,480 | Reduce 19.95% | 467,302 | $133.15 |
| Q2 2024 | -142,966 | Reduce 30.59% | 324,336 | $106.77 |
| Q3 2024 | -266,769 | Reduce 82.25% | 57,567 | $70.32 |
| Q4 2024 | -19,904 | Reduce 34.58% | 37,663 | $74.94 |
| Q1 2025 | -21,593 | Reduce 57.33% | 16,070 | $75.07 |
| Q2 2025 | -4,280 | Reduce 26.63% | 11,790 | $99.04 |
| Q3 2025 | +37,467 | Add 317.79% | 49,257 | $94.37 |
Ray Dalio's Dollar Tree Investment FAQs
Ray Dalio first purchased Dollar Tree, Inc. (DLTR) in Q2 2013, acquiring 107,063 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held Dollar Tree, Inc. (DLTR) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio's largest addition to Dollar Tree, Inc. (DLTR) was in Q1 2022, adding 630,688 shares worth $101 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 49,257 shares of Dollar Tree, Inc. (DLTR), valued at approximately $4.65 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Dollar Tree, Inc. (DLTR) represents approximately 0.02% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio's peak holding in Dollar Tree, Inc. (DLTR) was 638,025 shares, as reported at the end of Q2 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.