Exited position

Jeff Smith’s Dollar Tree Inc (DLTR) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Starboard Value LPVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ4 2018Earliest verified positive filing snapshot
Latest statusExited positionBased on the latest supported relationship state
Peak shares2.60MHighest verified quarter-end share count
Quarters reported3Verified quarters with shares above zero
What happened?

Starboard Value LP first reported Dollar Tree Inc in Q4 2018. The reported position was reduced across later filings. The latest verified relationship event shows that Starboard Value LP sold the entire position in Q3 2019, and the stock is no longer reported in the latest verified portfolio.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q3 2019
Sold the entire position−555.57K shares · No shares reported at quarter-end
Q2 2019
Sold 68.4% of the position−1.20M shares · 555.57K shares remained
Filing context

Quarter-end price $107.39 · Estimated holding basis $90.32

Q1 2019
Sold 32.3% of the position−839.29K shares · 1.76M shares remained
Filing context

Quarter-end price $105.04 · Estimated holding basis $90.32

Q4 2018
New position+2.60M shares · 2.60M shares reported
Filing context

Quarter-end price $90.32 · Estimated holding basis $90.32

Portfolio importance

How important was Dollar Tree Inc in Starboard Value LP’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Last reported portfolio weight1.8%Q2 2019
Last reported rank#13of 18 reported positions
Peak portfolio weight7.3%Q4 2018
Best historical rank#6Q4 2018
At peak importanceQ4 2018
DLTR
7.3%
Largest holding
18.0%
Cross-investor discovery

Who else owns Dollar Tree Inc?

Also reported by 3 other tracked investors in their latest verified filings.

Christopher BloomstranSemper Augustus Investments Group LLC
DLTR7.2% of reported portfolio
Ray DalioBridgewater Associates, LP
DLTR0.2% of reported portfolio
Joel GreenblattGotham Asset Management
DLTR0.1% of reported portfolio
Explore Dollar Tree Inc across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$111.962026-09-18

Market context only; not an investor transaction price.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

This tracker follows Starboard Value LP’s Form 13F disclosures—not Jeff Smith’s personal brokerage account. Form 13F reports quarter-end U.S.-listed positions and certain options, but it does not reveal exact trade dates, execution prices, short positions or the purpose of an option position.