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Disclosery

Mantle Ridge LP: DLTR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Mantle Ridge LP on DLTR, newest first. How the timeline and the estimate are built.

Mantle Ridge LP held 0 DLTR shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -12,104,393 shares

    13F-HR 0001695459-26-000006 filed by Mantle Ridge LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 12,104,393 shares
    Change vs previous 13F 0 shares

    100% of the 13F portfolio, value $1,325,552,077.

    13F-HR 0001695459-26-000005 filed by Mantle Ridge LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 12,104,393 shares
    Change vs previous 13F 0 shares

    59.47% of the 13F portfolio, value $1,488,961,383.

    13F-HR 0001695459-26-000002 filed by Mantle Ridge LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 12,104,393 shares
    Change vs previous 13F 0 shares

    50.49% of the 13F portfolio, value $1,142,291,567.

    13F-HR 0001695459-25-000009 filed by Mantle Ridge LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 12,104,393 shares
    Change vs previous 13F 0 shares

    50.85% of the 13F portfolio, value $1,198,819,083.

    13F-HR 0001695459-25-000006 filed by Mantle Ridge LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 12,104,393 shares
    Change vs previous 13F 0 shares

    42.86% of the 13F portfolio, value $908,676,783.

    13F-HR 0001695459-25-000004 filed by Mantle Ridge LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 12,104,393 shares
    Change vs previous 13F 0 shares

    43.23% of the 13F portfolio, value $907,103,211.

    13F-HR 0001695459-25-000002 filed by Mantle Ridge LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 12,104,393 shares
    Change vs previous 13F not available

    100% of the 13F portfolio, value $851,180,916.

    13F-HR 0001695459-24-000008 filed by Mantle Ridge LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).