[SCHEDULE 13G] Dollar Tree Inc. SEC Filing
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.
- 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.
- 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.