Stephen Mandel - Lone Pine Capital
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    36
Portfolio value:    $12,543,849,391
Holdings Activity Buys Sells    History
Holding/activity history for  Dollar Tree, Inc. (DLTR)
← All DLTR superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2018   Q3 0 0.00 Sell 100.00% 3.34 $79.17–96.09 · VW $84.88i SEC
2018   Q2 7,233,575 3.34 Add 14.02% 0.41 $80.01–101.75 · VW $88.27i $614,854,000 SEC
2018   Q1 6,344,385 3.05 Buy 3.05 $86.85–116.65 · VW $102.08i $602,082,000 SEC
2017   Q2 0 0.00 Sell 100.00% 2.77 $65.63–83.48 · VW $76.23i SEC
2017   Q1 6,544,364 2.77 Reduce 29.75% 1.12 $72.89–82.25 · VW $77.68i $513,471,000 SEC
2016   Q4 9,316,134 3.76 Reduce 39.48% 2.19 $72.55–91.41 · VW $80.79i $719,019,000 SEC
2016   Q3 15,392,747 5.55 Add 15.20% 0.73 $77.28–99.93 · VW $86.26i $1,214,950,000 SEC
2016   Q2 13,362,151 5.82 Add 15.13% 0.76 $73.02–94.85 · VW $86.08i $1,259,249,000 SEC
2016   Q1 11,606,484 4.93 Reduce 12.03% 0.57 $72.52–83.59 · VW $79.30i $957,071,000 SEC
2015   Q4 13,194,122 4.74 Add 156.73% 2.89 $60.31–80.04 · VW $70.28i $1,018,850,000 SEC
2015   Q3 5,139,395 1.67 Buy 1.67 $64.95–82.68 · VW $72.63i $342,592,000 SEC
2014   Q1 0 0.00 Sell 100.00% 2.40 $49.59–57.41 · VW $52.99i SEC
2013   Q4 8,128,196 2.40 Add 6.28% 0.14 $54.67–60.19 · VW $57.01i $458,593,000 SEC
2013   Q3 7,648,196 2.24 Reduce 5.03% 0.12 $50.33–58.69 · VW $53.96i $437,171,000 SEC
2013   Q2 8,053,196 2.30 Reduce 32.93% 1.05 $45.57–51.29 · VW $48.65i $409,424,000 SEC
2013   Q1 12,006,929 3.20 Add 1.71% 0.05 $37.70–48.61 · VW $42.97i $581,496,000 SEC
2012   Q4 11,804,692 3.17 Add 203.30% 2.13 $37.12–48.68 · VW $41.07i $478,798,000 SEC
2012   Q3 3,892,021 1.20 Buy 1.20 $38.40–54.72 · VW $48.43i $187,946,000 SEC
2011   Q4 0 0.00 Sell 100.00% 2.39 $36.04–42.26 · VW $40.25i SEC
2011   Q3 7,132,902 2.39 Add 14.96% 0.31 $30.00–39.67 · VW $35.17i $267,983,000 SEC
2011   Q2 6,204,528 1.79 Buy 1.79 $27.60–33.99 · VW $30.96i $206,673,000 SEC
Price snapshot:
Current price$126.38
52-week low$84.71
52-week high$142.40