Joel Greenblatt's DLTR Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 263,522 shares of Dollar Tree, Inc. (DLTR) worth $32.42 M, representing 0.12% of the portfolio. First purchased in 2013-Q4, this long-term strategic position has been held for 41 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in DLTR, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2014, adding 376,427 shares. Largest reduction occurred in Q4 2014, reducing 446,407 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Dollar Tree (DLTR) Holding Value Over Time
Track share changes against reported price movement
Quarterly Dollar Tree (DLTR) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +40,958 | Add 18.40% | 263,522 | $123.01 |
| Q3 2025 | +121,382 | Add 119.96% | 222,564 | $94.37 |
| Q2 2025 | +33,525 | Add 49.55% | 101,182 | $99.04 |
| Q1 2025 | +23,036 | Add 51.63% | 67,657 | $75.07 |
| Q4 2024 | +18,764 | Add 72.57% | 44,621 | $74.94 |
| Q3 2024 | +25,857 | New Buy | 25,857 | $70.32 |
| Q4 2023 | -12,596 | Sold Out | 0 | $0.00 |
| Q3 2023 | +4,627 | Add 58.06% | 12,596 | $106.45 |
| Q2 2023 | -7,403 | Reduce 48.16% | 7,969 | $143.50 |
| Q1 2023 | +15,372 | New Buy | 15,372 | $143.55 |
| Q4 2022 | -3,228 | Sold Out | 0 | $0.00 |
| Q3 2022 | +3,228 | New Buy | 3,228 | $136.00 |
| Q4 2021 | -2,370 | Sold Out | 0 | $0.00 |
| Q3 2021 | -23,772 | Reduce 90.93% | 2,370 | $95.78 |
| Q2 2021 | -3,086 | Reduce 10.56% | 26,142 | $99.50 |
| Q1 2021 | +29,228 | New Buy | 29,228 | $114.45 |
| Q4 2020 | -14,001 | Sold Out | 0 | $0.00 |
| Q3 2020 | -42,543 | Reduce 75.24% | 14,001 | $91.35 |
| Q2 2020 | +56,544 | New Buy | 56,544 | $92.67 |
| Q3 2019 | -218,855 | Sold Out | 0 | $0.00 |
| Q2 2019 | +218,855 | New Buy | 218,855 | $107.39 |
| Q4 2018 | -7,986 | Sold Out | 0 | $0.00 |
| Q3 2018 | -168,205 | Reduce 95.47% | 7,986 | $81.52 |
| Q2 2018 | +98,277 | Add 126.14% | 176,191 | $85.00 |
| Q1 2018 | +1,770 | Add 2.32% | 77,914 | $94.90 |
| Q4 2017 | -55,002 | Reduce 41.94% | 76,144 | $107.31 |
| Q3 2017 | -111,516 | Reduce 45.96% | 131,146 | $86.82 |
| Q2 2017 | +11,137 | Add 4.81% | 242,662 | $69.92 |
| Q1 2017 | +231,525 | New Buy | 231,525 | $78.46 |
| Q4 2016 | -26,244 | Sold Out | 0 | $0.00 |
| Q3 2016 | -203,697 | Reduce 88.59% | 26,244 | $78.91 |
| Q2 2016 | +209,459 | Add 1022.65% | 229,941 | $94.24 |
| Q1 2016 | +20,482 | New Buy | 20,482 | $82.46 |
| Q3 2015 | -384,722 | Sold Out | 0 | $0.00 |
| Q2 2015 | -86,989 | Reduce 18.44% | 384,722 | $78.99 |
| Q1 2015 | -7,766 | Reduce 1.62% | 471,711 | $81.15 |
| Q4 2014 | -446,407 | Reduce 48.21% | 479,477 | $70.38 |
| Q3 2014 | +199,101 | Add 27.39% | 925,884 | $56.07 |
| Q2 2014 | +376,427 | Add 107.44% | 726,783 | $54.46 |
| Q1 2014 | +336,746 | Add 2474.25% | 350,356 | $52.18 |
| Q4 2013 | +13,610 | New Buy | 13,610 | $56.43 |
Joel Greenblatt's Dollar Tree Investment FAQs
Joel Greenblatt first purchased Dollar Tree, Inc. (DLTR) in Q4 2013, acquiring 13,610 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Dollar Tree, Inc. (DLTR) for 41 quarters since Q4 2013.
Joel Greenblatt's largest addition to Dollar Tree, Inc. (DLTR) was in Q2 2014, adding 726,783 shares worth $39.58 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 263,522 shares of Dollar Tree, Inc. (DLTR), valued at approximately $32.42 M.
As of the Q4 2025 filing, Dollar Tree, Inc. (DLTR) represents approximately 0.12% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Dollar Tree, Inc. (DLTR) was 925,884 shares, as reported at the end of Q3 2014.