DLTR

Dollar Tree Inc

2 super-investor ownerscombined $136Mlargest position 6.7%

2 super-investors hold DLTR worth a combined $136M. The largest position: Christopher Bloomstran at 6.7% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 32 — ranked #306 of 724 scored stocks.

Share𝕏 in

Why super-investors own DLTR

Interest in DLTR within this cohort is thin and holding steady, with just two managers carrying a combined $136M after no activity in 2026Q1. The more meaningful conviction belongs to Christopher Bloomstran, for whom the position represents 6.7% of his portfolio — a genuinely concentrated bet at $56M. Joel Greenblatt holds a larger dollar amount ($80M) but at a token 0.1% weighting, consistent with a quantitative or basket-style approach rather than high-conviction selection. The eight-quarter ownership count — fluctuating between one and two holders, never building — signals that broader cohort interest has not materialized. No one added, trimmed, or changed position size this quarter, making this a story of quiet patience from Bloomstran rather than any gathering consensus.

AI-synthesized from 13F filings. Not investment advice.