Richard Pzena's DG Position Overview
Richard Pzena (via Pzena Investment Management LLC) currently holds 6.9 M shares of Dollar General Corporation (DG) worth $818.95 M, representing 2.66% of the portfolio. First purchased in 2016-Q3, this medium-term investment has been held for 12 quarters.
Based on 13F filings, Richard Pzena has maintained a strategic position in DG, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2024, adding 8.39 M shares. Largest reduction occurred in Q1 2026, reducing 3.78 M shares.
Analysis based on 13F filings available since 2013 Q2
Richard Pzena's Dollar General Corporation (DG) Holding Value Over Time
Track share changes against reported price movement
Quarterly Dollar General Corporation (DG) Trades by Richard Pzena
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -3.78 M | Reduce 35.40% | 6.9 M | $118.73 |
| Q4 2025 | -1 M | Reduce 8.57% | 10.68 M | $132.77 |
| Q3 2025 | -171,269 | Reduce 1.45% | 11.68 M | $103.35 |
| Q2 2025 | -921,604 | Reduce 7.22% | 11.85 M | $114.38 |
| Q1 2025 | +1 M | Add 8.53% | 12.77 M | $87.93 |
| Q4 2024 | +1.53 M | Add 14.93% | 11.77 M | $75.82 |
| Q3 2024 | +8.39 M | Add 453.41% | 10.24 M | $84.57 |
| Q2 2024 | -83,324 | Reduce 4.31% | 1.85 M | $132.23 |
| Q1 2024 | +1.93 M | New Buy | 1.93 M | $156.06 |
| Q1 2017 | -4,261 | Sold Out | 0 | $0.00 |
| Q4 2016 | +184 | Add 4.51% | 4,261 | $74.16 |
| Q3 2016 | +4,077 | New Buy | 4,077 | $69.90 |
Richard Pzena's Dollar General Corporation Investment FAQs
Richard Pzena first purchased Dollar General Corporation (DG) in Q3 2016, acquiring 4,077 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Richard Pzena has held Dollar General Corporation (DG) for 12 quarters since Q3 2016.
Richard Pzena's largest addition to Dollar General Corporation (DG) was in Q3 2024, adding 10,238,886 shares worth $865.9 M.
According to the latest 13F filing for Q1 2026, Richard Pzena's firm, Pzena Investment Management LLC, owns 6,897,541 shares of Dollar General Corporation (DG), valued at approximately $818.95 M.
As of the Q1 2026 filing, Dollar General Corporation (DG) represents approximately 2.66% of Richard Pzena's publicly disclosed stock portfolio, making it one of their key holdings.
Richard Pzena's peak holding in Dollar General Corporation (DG) was 12,770,542 shares, as reported at the end of Q1 2025.