Joel Greenblatt's DLTR Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 222,564 shares of Dollar Tree, Inc. (DLTR) worth $21 M, representing 0.09% of the portfolio. First purchased in 2013-Q4, this long-term strategic position has been held for 48 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2013 | +13,610 | New Buy | 13,610 | $56.43 |
| Q1 2014 | +336,746 | Add 2474.25% | 350,356 | $52.18 |
| Q2 2014 | +376,427 | Add 107.44% | 726,783 | $54.46 |
| Q3 2014 | +199,101 | Add 27.39% | 925,884 | $56.07 |
| Q4 2014 | -446,407 | Reduce 48.21% | 479,477 | $70.38 |
| Q1 2015 | -7,766 | Reduce 1.62% | 471,711 | $81.15 |
| Q2 2015 | -86,989 | Reduce 18.44% | 384,722 | $78.99 |
| Q3 2015 | -384,722 | Sold Out | 384,722 | $0.00 |
| Q1 2016 | +20,482 | New Buy | 20,482 | $82.46 |
| Q2 2016 | +209,459 | Add 1022.65% | 229,941 | $94.24 |
| Q3 2016 | -203,697 | Reduce 88.59% | 26,244 | $78.91 |
| Q4 2016 | -26,244 | Sold Out | 26,244 | $0.00 |
| Q1 2017 | +231,525 | New Buy | 231,525 | $78.46 |
| Q2 2017 | +11,137 | Add 4.81% | 242,662 | $69.92 |
| Q3 2017 | -111,516 | Reduce 45.96% | 131,146 | $86.82 |
| Q4 2017 | -55,002 | Reduce 41.94% | 76,144 | $107.31 |
| Q1 2018 | +1,770 | Add 2.32% | 77,914 | $94.90 |
| Q2 2018 | +98,277 | Add 126.14% | 176,191 | $85.00 |
| Q3 2018 | -168,205 | Reduce 95.47% | 7,986 | $81.52 |
| Q4 2018 | -7,986 | Sold Out | 7,986 | $0.00 |
| Q2 2019 | +218,855 | New Buy | 218,855 | $107.39 |
| Q3 2019 | -218,855 | Sold Out | 218,855 | $0.00 |
| Q2 2020 | +56,544 | New Buy | 56,544 | $92.67 |
| Q3 2020 | -42,543 | Reduce 75.24% | 14,001 | $91.35 |
| Q4 2020 | -14,001 | Sold Out | 14,001 | $0.00 |
| Q1 2021 | +29,228 | New Buy | 29,228 | $114.45 |
| Q2 2021 | -3,086 | Reduce 10.56% | 26,142 | $99.50 |
| Q3 2021 | -23,772 | Reduce 90.93% | 2,370 | $95.78 |
| Q4 2021 | -2,370 | Sold Out | 2,370 | $0.00 |
| Q3 2022 | +3,228 | New Buy | 3,228 | $136.00 |
| Q4 2022 | -3,228 | Sold Out | 3,228 | $0.00 |
| Q1 2023 | +15,372 | New Buy | 15,372 | $143.55 |
| Q2 2023 | -7,403 | Reduce 48.16% | 7,969 | $143.50 |
| Q3 2023 | +4,627 | Add 58.06% | 12,596 | $106.45 |
| Q4 2023 | -12,596 | Sold Out | 12,596 | $0.00 |
| Q3 2024 | +25,857 | New Buy | 25,857 | $70.32 |
| Q4 2024 | +18,764 | Add 72.57% | 44,621 | $74.94 |
| Q1 2025 | +23,036 | Add 51.63% | 67,657 | $75.07 |
| Q2 2025 | +33,525 | Add 49.55% | 101,182 | $99.04 |
| Q3 2025 | +121,382 | Add 119.96% | 222,564 | $94.37 |
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 48 quarters since Q4 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to Dollar Tree, Inc. (DLTR) was in Q2 2014, adding 726,783 shares worth $39.58 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 222,564 shares of Dollar Tree, Inc. (DLTR), valued at approximately $21 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 0.09% of Joel Greenblatt'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.
Joel Greenblatt's peak holding in Dollar Tree, Inc. (DLTR) was 925,884 shares, as reported at the end of Q3 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.