Jefferies Group's DLTR Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 16,117 shares of Dollar Tree, Inc. (DLTR) worth $1.98 M, representing 0.01% of the portfolio. First purchased in 2023-Q2, this medium-term investment has been held for 9 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in DLTR, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2024, adding 51,965 shares. Largest reduction occurred in Q3 2024, reducing 48,866 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Dollar Tree (DLTR) Holding Value Over Time
Track share changes against reported price movement
Quarterly Dollar Tree (DLTR) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2023 | +8,019 | New Buy | 8,019 | $143.50 |
| Q3 2023 | -2,773 | Reduce 34.58% | 5,246 | $106.45 |
| Q4 2023 | +6,064 | Add 115.59% | 11,310 | $142.05 |
| Q1 2024 | -9,509 | Reduce 84.08% | 1,801 | $133.15 |
| Q2 2024 | +51,965 | Add 2885.34% | 53,766 | $106.77 |
| Q3 2024 | -48,866 | Reduce 90.89% | 4,900 | $70.32 |
| Q4 2024 | +42 | Add 0.86% | 4,942 | $74.94 |
| Q1 2025 | -4,942 | Sold Out | 0 | $0.00 |
| Q4 2025 | +16,117 | New Buy | 16,117 | $123.01 |
Jefferies Group's Dollar Tree Investment FAQs
Jefferies Group first purchased Dollar Tree, Inc. (DLTR) in Q2 2023, acquiring 8,019 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Dollar Tree, Inc. (DLTR) for 9 quarters since Q2 2023.
Jefferies Group's largest addition to Dollar Tree, Inc. (DLTR) was in Q2 2024, adding 53,766 shares worth $5.74 M.
According to the latest 13F filing for Q4 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 16,117 shares of Dollar Tree, Inc. (DLTR), valued at approximately $1.98 M.
As of the Q4 2025 filing, Dollar Tree, Inc. (DLTR) represents approximately 0.01% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Dollar Tree, Inc. (DLTR) was 53,766 shares, as reported at the end of Q2 2024.