Dollar General (DG)

Sector:Consumer Discretionary
Super Investor Stats:
Ownership count:6
Ownership rank:115
% of all portfolios:0.173%
Hold Price * :$118.73
History Portfolio Manager Activity Share change % change to portfolio
Q1  2026
Seth Klarman - Baupost Group Sell 100.00% 2,062,821 5.19
Christopher Bloomstran - Semper Augustus Reduce 29.99% 277,728 3.94
Richard Pzena - Pzena Investment Management Reduce 35.40% 3,779,282 1.46
First Pacific Advisors Buy 9,077 0.02
First Eagle Investment Management Add 0.85% 37,651 0.01
Ruane Cunniff LP Add 0.83% 18 0.00
Q4  2025
Seth Klarman - Baupost Group Reduce 22.65% 604,055 1.52
Richard Pzena - Pzena Investment Management Reduce 8.57% 1,000,846 0.40
First Eagle Investment Management Reduce 26.08% 1,559,034 0.36
Christopher Bloomstran - Semper Augustus Add 0.01% 129 0.00
Q3  2025
Richard Pzena - Pzena Investment Management Reduce 1.45% 171,269 0.06
Lee Ainslie - Maverick Capital Sell 100.00% 27,936 0.05
Ruane Cunniff LP Add 1.21% 26 0.00
First Eagle Investment Management Add 0.02% 1,087 0.00
Christopher Bloomstran - Semper Augustus Reduce 0.03% 293 0.00
Q2  2025
Seth Klarman - Baupost Group Add 26.70% 562,000 1.56
David Katz - Matrix Asset Advisors Sell 100.00% 131,801 1.28
Richard Pzena - Pzena Investment Management Reduce 7.22% 921,604 0.34
Christopher Bloomstran - Semper Augustus Add 2.09% 18,940 0.30
Lee Ainslie - Maverick Capital Buy 27,936 0.05
First Eagle Investment Management Reduce 1.55% 94,073 0.02
Ruane Cunniff LP Buy 2,144 0.00
Q1  2025
Christopher Bloomstran - Semper Augustus Add 48.35% 295,650 4.19
David Katz - Matrix Asset Advisors Add 62.28% 50,584 0.49
Richard Pzena - Pzena Investment Management Add 8.53% 1,003,206 0.31
First Eagle Investment Management Add 15.22% 801,819 0.15
Seth Klarman - Baupost Group Add 2.14% 44,076 0.11
Thomas Gayner - Markel Group Add 4.01% 33,500 0.03
Q4  2024
Christopher Bloomstran - Semper Augustus Reduce 28.99% 249,663 3.38
First Eagle Investment Management Buy 5,268,172 0.90
David Katz - Matrix Asset Advisors Buy 81,217 0.67
Seth Klarman - Baupost Group Reduce 10.55% 243,000 0.54
Richard Pzena - Pzena Investment Management Add 14.93% 1,528,450 0.39
Thomas Gayner - Markel Group Add 12.60% 93,500 0.06
Q3  2024
Christopher Bloomstran - Semper Augustus Add 95.59% 420,897 6.02
Seth Klarman - Baupost Group Buy 2,303,800 5.56
Richard Pzena - Pzena Investment Management Add 453.41% 8,388,735 2.29
Thomas Gayner - Markel Group Add 6.45% 45,000 0.03
Q2  2024
Christopher Bloomstran - Semper Augustus Add 5.01% 21,006 0.50
Richard Pzena - Pzena Investment Management Reduce 4.31% 83,324 0.04
Thomas Gayner - Markel Group Add 3.26% 22,000 0.03
Q1  2024
Christopher Bloomstran - Semper Augustus Add 0.76% 3,149 0.09
Lee Ainslie - Maverick Capital Sell 100.00% 14,527 0.04
Thomas Gayner - Markel Group Add 3.21% 21,000 0.03
Q4  2023
Pat Dorsey - Dorsey Asset Management Sell 100.00% 272,822 3.77
Seth Klarman - Baupost Group Sell 100.00% 927,000 1.91
Christopher Bloomstran - Semper Augustus Add 3.53% 14,194 0.40
Viking Global Investors Sell 100.00% 368,172 0.16
Thomas Gayner - Markel Group Add 10.84% 64,000 0.09
Lee Ainslie - Maverick Capital Reduce 26.82% 5,325 0.01
Q3  2023
Christopher Bloomstran - Semper Augustus Add 175.26% 255,921 6.49
Pat Dorsey - Dorsey Asset Management Buy 272,822 3.77
Seth Klarman - Baupost Group Add 283.06% 685,000 1.41
AKO Capital Sell 100.00% 450,666 1.16
Viking Global Investors Buy 368,172 0.16
Thomas Gayner - Markel Group Add 15.91% 81,000 0.10
Lee Ainslie - Maverick Capital Buy 19,852 0.05
Q2  2023
Christopher Bloomstran - Semper Augustus Add 76.92% 63,488 2.55
AKO Capital Reduce 55.99% 573,449 1.48
Seth Klarman - Baupost Group Buy 242,000 0.74
Thomas Gayner - Markel Group Add 82.36% 230,000 0.47
Q1  2023
Christopher Bloomstran - Semper Augustus Add 87.60% 38,540 2.08
Viking Global Investors Sell 100.00% 310,848 0.38
AKO Capital Add 9.54% 89,187 0.29
Thomas Gayner - Markel Group Add 50.74% 94,000 0.25
Q4  2022
Viking Global Investors Reduce 87.19% 2,115,520 2.59
AKO Capital Reduce 20.98% 248,163 0.99
Thomas Gayner - Markel Group Add 8.81% 15,000 0.05
Lee Ainslie - Maverick Capital Sell 100.00% 1,773 0.01
Christopher Bloomstran - Semper Augustus Reduce 0.15% 67 0.00
Q3  2022
Viking Global Investors Add 118.56% 1,316,194 1.46
AKO Capital Reduce 8.91% 115,749 0.46
Lee Ainslie - Maverick Capital Reduce 88.77% 14,014 0.08
Thomas Gayner - Markel Group Add 11.46% 17,500 0.06
Christopher Bloomstran - Semper Augustus Reduce 0.08% 36 0.00
Q2  2022
Christopher Bloomstran - Semper Augustus Add 192.15% 29,005 2.11
AKO Capital Add 50.95% 438,407 1.51
Viking Global Investors Add 185.89% 721,857 0.81
Thomas Gayner - Markel Group Add 21.47% 27,000 0.10
Lee Ainslie - Maverick Capital Buy 15,787 0.10
Polen Capital Management Sell 100.00% 2,863 0.00
Q1  2022
AKO Capital Buy 860,433 2.07
Viking Global Investors Buy 388,317 0.35
Christopher Bloomstran - Semper Augustus Add 42.04% 4,468 0.25
Thomas Gayner - Markel Group Add 80.29% 56,000 0.15
Polen Capital Management Reduce 30.81% 1,275 0.00
Q4  2021
Thomas Gayner - Markel Group Add 87.25% 32,500 0.09
Lee Ainslie - Maverick Capital Sell 100.00% 12,982 0.03
Polen Capital Management Reduce 20.94% 1,096 0.00
Q3  2021
Thomas Gayner - Markel Group Buy 37,250 0.10
Christopher Bloomstran - Semper Augustus Reduce 0.12% 13 0.00
Lee Ainslie - Maverick Capital Reduce 3.52% 473 0.00
Polen Capital Management Buy 5,234 0.00
Q2  2021
Lee Ainslie - Maverick Capital Buy 13,455 0.03
Christopher Bloomstran - Semper Augustus Reduce 0.37% 40 0.00
Q1  2021
Polen Capital Management Sell 100.00% 5,796,091 2.83
Lee Ainslie - Maverick Capital Sell 100.00% 11,964 0.04
Christopher Bloomstran - Semper Augustus Reduce 0.04% 4 0.00
Q4  2020
Polen Capital Management Add 2.56% 144,538 0.07
Lee Ainslie - Maverick Capital Buy 11,964 0.04

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.