MTM Investment Management, LLC

Position in DLTR — Dollar Tree, Inc.

CIK 1831416 SPARTANBURG, SC

Position in DLTR

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$50,919

+$4,816 QoQ

Shares Held

421

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#655

of 858 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

MTM Investment Management, LLC holds $7,230,233 across 5 Discount Stores names. DLTR ranks #4 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	3,874	$3,624,010
2	WMT	Walmart Inc.	29,432	$3,333,468
3	TGT	Target Corp	1,494	$195,131
4	DLTR	Dollar Tree, Inc. This page	421	$50,919
5	DG	Dollar General Corp	232	$26,705

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$50,919	421	0.0%	Shares	Sole	2026-08-03
2026-03-31	$46,103	421	0.0%	Shares	Sole	2026-05-06
2025-12-31	$51,787	421	0.0%	Shares	Sole	2026-02-09
2025-09-30	$39,729	421	0.0%	Shares	Sole	2025-11-03
2025-06-30	$41,695	421	—	Shares	Sole	2025-08-08
No filing history on record for this holder in this stock.