DLTR — Dollar Tree Stores Inc.

Ownership history in ALTA CAPITAL MANAGEMENT LLC/  ·  69 quarters on record

AI Ownership Summary

ALTA CAPITAL MANAGEMENT LLC/ reported Dollar Tree Stores Inc. (DLTR) in 69 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.06% in 2023 Q4. The latest visible filing shows DLTR at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DLTR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ALTA CAPITAL MANAGEMENT LLC/'s position in Dollar Tree Stores Inc., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

DLTR was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DLTR stock page ALTA CAPITAL MANAGEMENT LLC/ fund profile ALTA CAPITAL MANAGEMENT LLC/ full holdings
How ALTA CAPITAL MANAGEMENT LLC/ held DLTR — position size vs. price
% of Fund (quarterly)    DLTR price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 3,980 -350 -8.1% 0.02% $376K 2025-11-04 $102.07
2025 Q2 ADDED 4,330 +320 +8.0% 0.02% $429K 2025-07-28 $115.43
2025 Q1 REDUCED 4,010 -470 -10.5% 0.02% $301K 2025-04-21 $79.65
2024 Q4 UNCHANGED 4,480 — 0% 0.02% $336K 2025-02-06 $74.52
2024 Q3 REDUCED 4,480 -1,690 -27.4% 0.02% $315K 2024-11-12 $62.27
2024 Q2 UNCHANGED 6,170 — 0% 0.04% $659K 2024-07-25 $102.63
2024 Q1 UNCHANGED 6,170 — 0% 0.05% $822K 2024-04-25 $121.69
2023 Q4 UNCHANGED 6,170 — 0% 0.06% $876K 2024-01-22 $131.02
61 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DLTR

As of 2026 Q1 — sorted by position size

Miller Global Investments, LLC 0.35% DIVERSIFIED MANAGEMENT INC 0.26% CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 0.25% First Financial Bank - Trust Division 3Y 7Y 0.22% Chemistry Wealth Management LLC 3Y 0.12% GAMMA Investing LLC 0.05% Stonebridge Financial Group, LLC 0.05% Versant Capital Management, Inc 3Y 7Y 0.04% Beacon Financial Strategies CORP 0.03% OP Asset Management Ltd 0.03%

FAQ About ALTA CAPITAL MANAGEMENT LLC/ and DLTR

These are the practical questions this page is built to answer before you even open the full history table.

How long has ALTA CAPITAL MANAGEMENT LLC/ reported owning DLTR?

ALTA CAPITAL MANAGEMENT LLC/ reported DLTR across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported DLTR position in ALTA CAPITAL MANAGEMENT LLC/'s portfolio?

The largest reported portfolio weight for DLTR was 0.06% in 2023 Q4.

What is the latest reported DLTR position on this page?

The most recent filing on this page is 2025 Q3, when ALTA CAPITAL MANAGEMENT LLC/ reported 3,980 shares, equal to 0.02% of portfolio, with an estimated market value of $376K.

What does the chart on this DLTR ownership page compare?

The chart compares ALTA CAPITAL MANAGEMENT LLC/'s quarterly DLTR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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