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EdgePoint discloses 4.35% Dollar Tree (DLTR) ownership stake

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

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.





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





SCHEDULE 13G



EdgePoint Investment Group Inc.
Signature:Sayuri Childs
Name/Title:Sayuri Childs | Chief Compliance Officer
Date:02/17/2026

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.
Dollar Tree Inc

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