[SCHEDULE 13G/A] DOLLAR TREE, INC. Amended Passive Investment Disclosure
EdgePoint reports 4.35% stake in Dollar Tree
EdgePoint Investment Group Inc., an Ontario-based investment adviser, reported beneficial ownership of 8,654,878 shares of Dollar Tree, Inc. common stock, representing 4.35% of the outstanding class as of 12/31/2025.
EdgePoint Investment Group Inc., an Ontario-based investment adviser, reported beneficial ownership of 8,654,878 shares of Dollar Tree, Inc. common stock, representing 4.35% of the outstanding class as of 12/31/2025.
EdgePoint has sole voting and dispositive power over 5,661,339 shares and shared voting and dispositive power over 2,993,539 shares, held for various investment funds it manages. EdgePoint certifies the holdings are in the ordinary course of business and not for the purpose of changing or influencing control of Dollar Tree.
Positive
None.
Negative
None.
FAQ
What stake in Dollar Tree (DLTR) does EdgePoint report in this Schedule 13G/A?
EdgePoint reports beneficial ownership of 8,654,878 Dollar Tree common shares, representing 4.35% of the outstanding class as of 12/31/2025. These shares are held across multiple investment funds and mutual fund trusts that EdgePoint manages as investment adviser.
How much voting power does EdgePoint have over Dollar Tree (DLTR) shares?
EdgePoint has sole voting power over 5,661,339 Dollar Tree shares and shared voting power over 2,993,539 shares. The same split applies to dispositive power, reflecting how authority is divided across the funds and accounts it manages.
Is EdgePoint’s Dollar Tree (DLTR) position a passive investment?
Yes. EdgePoint certifies the Dollar Tree shares were acquired and are held in the ordinary course of business. It states they were not acquired and are not held to change or influence control of Dollar Tree, indicating a passive investment intent under Schedule 13G rules.
Why does EdgePoint file a Schedule 13G/A for Dollar Tree (DLTR)?
EdgePoint files a Schedule 13G/A because it is an institutional investment adviser with beneficial ownership above certain thresholds. The amendment updates its ownership in Dollar Tree to 4.35%, providing transparency on its holdings for the market and regulators.
Where is EdgePoint, the reporting person for Dollar Tree (DLTR), based?
EdgePoint Investment Group Inc. is organized in Ontario, Canada. Its principal business office is at 150 Bloor Street West, Suite 700, Toronto, Ontario M5S 2X9, Canada, reflecting its role as a non-U.S. institutional investment adviser managing various funds.
Who signed the Dollar Tree (DLTR) Schedule 13G/A on behalf of EdgePoint?
The filing is signed by Sayuri Childs, Chief Compliance Officer of EdgePoint Investment Group Inc. The signature certifies, after reasonable inquiry, that the information in the statement about Dollar Tree share ownership is true, complete, and correct as of the reported date.
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 13G
UNDER THE SECURITIES EXCHANGE ACT OF 1934
(Amendment No. 1)
DOLLAR TREE, INC.
(Name of Issuer)
Common Stock, par value $.01 per share
(Title of Class of Securities)
256746108
(CUSIP Number)
12/31/2025
(Date of Event Which Requires Filing of this Statement)
Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)
SCHEDULE 13G
CUSIP No.
256746108
1
Names of Reporting Persons
EdgePoint Investment Group Inc.
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
ONTARIO, CANADA
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
5,661,339.00
6
Shared Voting Power
2,993,539.00
7
Sole Dispositive Power
5,661,339.00
8
Shared Dispositive Power
2,993,539.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
8,654,878.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
4.35 %
12
Type of Reporting Person (See Instructions)
IA, FI
SCHEDULE 13G
Item 1.
(a)
Name of issuer:
DOLLAR TREE, INC.
(b)
Address of issuer's principal executive offices:
500 Volvo Parkway, Chesapeake, VA 23320
Item 2.
(a)
Name of person filing:
This Schedule 13G is being filed on behalf of EdgePoint Investment Group Inc. ("EdgePoint") with respect to the Common Stock, with par value $.01 per share ("Common Stock"), of Dollar Tree, Inc. (the "Issuer").
EdgePoint acts as investment manager to, and exercises investment discretion with respect to the Common Stock directly owned by, a number of private investment funds and mutual fund trusts.
(b)
Address or principal business office or, if none, residence:
150 Bloor Street West, Suite 700, Toronto, Ontario M5S 2X9, Canada
(c)
Citizenship:
Ontario, Canada
(d)
Title of class of securities:
Common Stock, par value $.01 per share
(e)
CUSIP No.:
256746108
Item 3.
If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)
Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)
Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)
Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)
Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)
An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)
An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)
A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)
A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)
A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)
A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J),
please specify the type of institution:
(k)
Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
NA
Item 4.
Ownership
(a)
Amount beneficially owned:
8,654,878.00
(b)
Percent of class:
4.35%
(c)
Number of shares as to which the person has:
(i) Sole power to vote or to direct the vote:
5,661,339
(ii) Shared power to vote or to direct the vote:
2,993,539
(iii) Sole power to dispose or to direct the disposition of:
5,661,339
(iv) Shared power to dispose or to direct the disposition of:
2,993,539
Item 5.
Ownership of 5 Percent or Less of a Class.
Ownership of 5 percent or less of a class
Item 6.
Ownership of more than 5 Percent on Behalf of Another Person.
Not Applicable
Item 7.
Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
Not Applicable
Item 8.
Identification and Classification of Members of the Group.
Not Applicable
Item 9.
Notice of Dissolution of Group.
Not Applicable
Item 10.
Certifications:
By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11.
SIGNATURE
After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.
