RITHOLTZ WEALTH MANAGEMENT

Position in DLTR — Dollar Tree, Inc.

CIK 1698218 NEW YORK, NY

Position in DLTR

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$2,635,863

+$667,859 QoQ

Shares Held

21,793

+21.3% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#283

of 858 holders

Holding Since

Sep 2022

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

RITHOLTZ WEALTH MANAGEMENT holds $56,588,279 across 5 Discount Stores names. DLTR ranks #3 (4.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc.	246,087	$27,871,813
2	COST	Costco Wholesale Corp /New	26,053	$24,371,799
3	DLTR	Dollar Tree, Inc. This page	21,793	$2,635,863
4	TGT	Target Corp	9,372	$1,224,076
5	DG	Dollar General Corp	4,211	$484,728

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,635,863	21,793	+21.3%	Shares	Sole	2026-08-11
2026-03-31	$1,968,004	17,971	+129.9%	Shares	Sole	2026-04-20
2025-12-31	$961,692	7,818	+67.9%	Shares	Sole	2026-01-23
2025-09-30	$439,481	4,657	+27.2%	Shares	Sole	2025-10-28
2025-06-30	$362,684	3,662	+98.9%	Shares	Sole	2025-07-28
2022-09-30	$250,560	1,841	—	Shares	Sole	2022-10-19
No filing history on record for this holder in this stock.