STOCK TITAN

[SCHEDULE 13G] Dollar Tree Inc. SEC Filing

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G
Rhea-AI Filing Summary

EdgePoint Investment Group Inc. filed a Schedule 13G disclosing beneficial ownership of 10,825,801 shares of Dollar Tree, Inc. common stock, representing 5.19% of the class as of June 30, 2025. EdgePoint reports sole voting and dispositive power over 7,141,340 shares and shared voting and dispositive power over 3,684,461 shares. The filing states EdgePoint acts as investment manager for private funds and mutual fund trusts and that the securities were acquired and are held in the ordinary course of business, not to influence control of the issuer.

EdgePoint Investment Group Inc. ha presentato un Schedule 13G rivelando la titolarità beneficiaria di 10.825.801 azioni ordinarie di Dollar Tree, Inc., pari al 5,19% della categoria al 30 giugno 2025. EdgePoint dichiara di detenere la piena potestà di voto e disposizione su 7.141.340 azioni e la potestà di voto e disposizione condivisa su 3.684.461 azioni. Nel modulo si specifica che EdgePoint agisce come gestore di fondi privati e trust di fondi comuni e che i titoli sono stati acquisiti e sono detenuti nell'ordinario esercizio dell'attività, senza finalità di influenzare il controllo dell'emittente.

EdgePoint Investment Group Inc. presentó un Schedule 13G que revela la propiedad beneficiaria de 10.825.801 acciones ordinarias de Dollar Tree, Inc., lo que representa el 5,19% de la clase a fecha 30 de junio de 2025. EdgePoint informa tener el poder exclusivo de voto y disposición sobre 7.141.340 acciones y el poder compartido de voto y disposición sobre 3.684.461 acciones. La presentación señala que EdgePoint actúa como gestor de fondos privados y fideicomisos de fondos mutuos y que los valores se adquirieron y se mantienen en el curso ordinario del negocio, sin intención de influir en el control del emisor.

EdgePoint Investment Group Inc.는 Schedule 13G를 제출하여 2025년 6월 30일 기준 Dollar Tree, Inc. 보통주 10,825,801주(해당 종류의 5.19%)의 실질적 소유를 공시했습니다. EdgePoint는 7,141,340주에 대해 단독 의결권 및 처분권을 보유하고 있으며 3,684,461주에 대해서는 공동 의결권 및 처분권을 보유하고 있다고 보고했습니다. 제출서에는 EdgePoint가 사모펀드 및 뮤추얼펀드 트러스트의 투자 관리자 역할을 하며, 해당 증권은 발행사의 지배에 영향을 미치려는 목적이 아닌 통상적인 영업과정에서 취득·보유되었다고 명시되어 있습니다.

EdgePoint Investment Group Inc. a déposé un Schedule 13G révélant la détention effective de 10 825 801 actions ordinaires de Dollar Tree, Inc., soit 5,19% de la catégorie au 30 juin 2025. EdgePoint indique détenir le pouvoir exclusif de vote et de disposition sur 7 141 340 actions et le pouvoir partagé de vote et de disposition sur 3 684 461 actions. Le dossier précise que EdgePoint agit en tant que gestionnaire pour des fonds privés et des trusts de fonds communs et que les titres ont été acquis et sont détenus dans le cours normal des affaires, sans intention d'influencer le contrôle de l'émetteur.

EdgePoint Investment Group Inc. reichte ein Schedule 13G ein, in dem die wirtschaftliche Beteiligung an 10.825.801 Stammaktien von Dollar Tree, Inc. offengelegt wird, was zum 30. Juni 2025 5,19% der Aktienklasse entspricht. EdgePoint gibt an, über 7.141.340 Aktien alleiniges Stimm- und Verfügungsrecht und über 3.684.461 Aktien gemeinsames Stimm- und Verfügungsrecht zu verfügen. In der Einreichung heißt es, dass EdgePoint als Investmentmanager für Private Funds und Mutual Fund Trusts tätig ist und die Wertpapiere im gewöhnlichen Geschäftsverlauf erworben und gehalten werden, nicht mit dem Ziel, die Kontrolle des Emittenten zu beeinflussen.

Positive
  • Material institutional ownership disclosed: EdgePoint beneficially owns 10,825,801 shares, representing 5.19% of DLTR common stock.
  • Clear voting breakdown: 7,141,340 shares with sole voting power and 3,684,461 shares with shared voting power, improving transparency.
  • Ordinary-course holding: Certification states the position was acquired and is held in the ordinary course of business, not to influence control.
Negative
  • None.

Insights

TL;DR: EdgePoint holds a material 5.19% stake in DLTR, reflecting meaningful institutional ownership but no claim of control.

EdgePoint's 5.19% position crosses the SEC threshold requiring disclosure and signals notable investor interest from an investment manager based in Ontario, Canada. The split between 7.14M sole and 3.68M shared voting shares indicates significant direct control over voting decisions for a portion of the stake while some holdings are managed in concert with others. The certification that shares are held in the ordinary course reduces immediate governance or control-change concerns.

TL;DR: Filing is routine disclosure of a >5% passive position; it is material for transparency but not an activist signal.

As an investment adviser and fund manager, EdgePoint’s Schedule 13G classification and the certification language indicate a non-control intent, consistent with passive investment reporting. For Dollar Tree shareholders, the filing provides clarity on ownership concentration: 5.19% by one manager is sizable but below typical control thresholds. No group affiliation, dissolution notices, or parent/subsidiary involvement are reported.

EdgePoint Investment Group Inc. ha presentato un Schedule 13G rivelando la titolarità beneficiaria di 10.825.801 azioni ordinarie di Dollar Tree, Inc., pari al 5,19% della categoria al 30 giugno 2025. EdgePoint dichiara di detenere la piena potestà di voto e disposizione su 7.141.340 azioni e la potestà di voto e disposizione condivisa su 3.684.461 azioni. Nel modulo si specifica che EdgePoint agisce come gestore di fondi privati e trust di fondi comuni e che i titoli sono stati acquisiti e sono detenuti nell'ordinario esercizio dell'attività, senza finalità di influenzare il controllo dell'emittente.

EdgePoint Investment Group Inc. presentó un Schedule 13G que revela la propiedad beneficiaria de 10.825.801 acciones ordinarias de Dollar Tree, Inc., lo que representa el 5,19% de la clase a fecha 30 de junio de 2025. EdgePoint informa tener el poder exclusivo de voto y disposición sobre 7.141.340 acciones y el poder compartido de voto y disposición sobre 3.684.461 acciones. La presentación señala que EdgePoint actúa como gestor de fondos privados y fideicomisos de fondos mutuos y que los valores se adquirieron y se mantienen en el curso ordinario del negocio, sin intención de influir en el control del emisor.

EdgePoint Investment Group Inc.는 Schedule 13G를 제출하여 2025년 6월 30일 기준 Dollar Tree, Inc. 보통주 10,825,801주(해당 종류의 5.19%)의 실질적 소유를 공시했습니다. EdgePoint는 7,141,340주에 대해 단독 의결권 및 처분권을 보유하고 있으며 3,684,461주에 대해서는 공동 의결권 및 처분권을 보유하고 있다고 보고했습니다. 제출서에는 EdgePoint가 사모펀드 및 뮤추얼펀드 트러스트의 투자 관리자 역할을 하며, 해당 증권은 발행사의 지배에 영향을 미치려는 목적이 아닌 통상적인 영업과정에서 취득·보유되었다고 명시되어 있습니다.

EdgePoint Investment Group Inc. a déposé un Schedule 13G révélant la détention effective de 10 825 801 actions ordinaires de Dollar Tree, Inc., soit 5,19% de la catégorie au 30 juin 2025. EdgePoint indique détenir le pouvoir exclusif de vote et de disposition sur 7 141 340 actions et le pouvoir partagé de vote et de disposition sur 3 684 461 actions. Le dossier précise que EdgePoint agit en tant que gestionnaire pour des fonds privés et des trusts de fonds communs et que les titres ont été acquis et sont détenus dans le cours normal des affaires, sans intention d'influencer le contrôle de l'émetteur.

EdgePoint Investment Group Inc. reichte ein Schedule 13G ein, in dem die wirtschaftliche Beteiligung an 10.825.801 Stammaktien von Dollar Tree, Inc. offengelegt wird, was zum 30. Juni 2025 5,19% der Aktienklasse entspricht. EdgePoint gibt an, über 7.141.340 Aktien alleiniges Stimm- und Verfügungsrecht und über 3.684.461 Aktien gemeinsames Stimm- und Verfügungsrecht zu verfügen. In der Einreichung heißt es, dass EdgePoint als Investmentmanager für Private Funds und Mutual Fund Trusts tätig ist und die Wertpapiere im gewöhnlichen Geschäftsverlauf erworben und gehalten werden, nicht mit dem Ziel, die Kontrolle des Emittenten zu beeinflussen.






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:08/14/2025

FAQ

How many shares of DLTR does EdgePoint report owning?

EdgePoint reports beneficial ownership of 10,825,801 shares of Dollar Tree common stock.

What percentage of Dollar Tree does EdgePoint own (DLTR)?

The filing states EdgePoint owns 5.19% of the outstanding common stock.

How is EdgePoint's voting power split for DLTR shares?

EdgePoint has sole voting power over 7,141,340 shares and shared voting power over 3,684,461 shares.

Was this Schedule 13G filed as passive or to influence control?

The filer certifies the securities were acquired and are held in the ordinary course of business and not to change or influence control.

Where is EdgePoint Investment Group Inc. based?

EdgePoint’s principal business office is listed at 150 Bloor Street West, Suite 700, Toronto, Ontario, Canada.
Dollar Tree Inc

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