Steven Romick - First Pacific Advisors
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    83
Portfolio value:    $6,998,758,247
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
2024   Q1 0 0.00 Sell 100.00% 0.06 $124.01–151.22 · VW $137.28i SEC
2023   Q4 27,301 0.06 $142.05 $3,878,107 SEC
2023   Q3 27,301 0.05 $106.45 $2,906,191 SEC
2023   Q2 27,301 0.06 $143.50 $3,917,694 SEC
2023   Q1 27,301 0.06 Reduce 6.75% <0.01 $133.38–157.95 · VW $145.68i $3,919,059 SEC
2022   Q4 29,278 0.06 $141.44 $4,141,080 SEC
2022   Q3 29,278 0.06 Reduce 53.82% 0.08 $134.30–175.68 · VW $148.78i $3,985,000 SEC
2022   Q2 63,395 0.15 Reduce 20.05% 0.03 $124.76–177.19 · VW $155.78i $9,880,000 SEC
2022   Q1 79,295 0.16 Reduce 1.48% <0.01 $123.62–162.13 · VW $141.79i $12,699,000 SEC
2021   Q4 80,489 0.14 Add 0.77% <0.01 $93.70–149.37 · VW $124.85i $11,310,000 SEC
2021   Q3 79,872 0.10 Add 78.97% 0.04 $84.26–106.64 · VW $95.43i $7,645,000 SEC
2021   Q2 44,628 0.06 Add 32.76% 0.01 $97.15–120.37 · VW $104.33i $4,440,000 SEC
2021   Q1 33,615 0.05 Reduce 14.34% <0.01 $95.86–117.26 · VW $106.16i $3,848,000 SEC
2020   Q4 39,243 0.05 $108.04 $4,240,000 SEC
2020   Q3 39,243 0.05 $91.33 $3,584,000 SEC
2020   Q2 39,243 0.05 Buy 0.05 $68.43–99.82 · VW $86.71i $3,637,000 SEC
Price snapshot:
Current price$126.38
52-week low$84.71
52-week high$142.40