Jeremy Grantham's DG Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 30,163 shares of Dollar General Corporation (DG) worth $3.12 M, representing 0.01% of the portfolio. First purchased in 2015-Q3, this long-term strategic position has been held for 22 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in DG, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2025, adding 220,268 shares. Largest reduction occurred in Q2 2025, reducing 286,369 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Dollar General Corporation (DG) Holding Value Over Time
Track share changes against reported price movement
Quarterly Dollar General Corporation (DG) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2015 | +229,170 | New Buy | 229,170 | $72.44 |
| Q4 2015 | -12,000 | Reduce 5.24% | 217,170 | $71.87 |
| Q1 2016 | -3,420 | Reduce 1.57% | 213,750 | $85.60 |
| Q2 2016 | -157,500 | Reduce 73.68% | 56,250 | $94.01 |
| Q3 2016 | -42,900 | Reduce 76.27% | 13,350 | $69.96 |
| Q4 2016 | -6,045 | Reduce 45.28% | 7,305 | $74.06 |
| Q1 2017 | -7,305 | Sold Out | 0 | $0.00 |
| Q2 2020 | +14,672 | New Buy | 14,672 | $190.50 |
| Q3 2020 | -200 | Reduce 1.36% | 14,472 | $209.65 |
| Q4 2020 | +251 | Add 1.73% | 14,723 | $210.28 |
| Q1 2021 | +13,000 | Add 88.30% | 27,723 | $202.61 |
| Q2 2021 | -20,923 | Reduce 75.47% | 6,800 | $216.32 |
| Q3 2021 | -6,800 | Sold Out | 0 | $0.00 |
| Q3 2022 | +13,900 | New Buy | 13,900 | $239.86 |
| Q4 2022 | +7,300 | Add 52.52% | 21,200 | $246.25 |
| Q1 2023 | -3,300 | Reduce 15.57% | 17,900 | $210.46 |
| Q2 2023 | -17,900 | Sold Out | 0 | $0.00 |
| Q3 2024 | +65,226 | New Buy | 65,226 | $84.57 |
| Q4 2024 | +101,218 | Add 155.18% | 166,444 | $75.82 |
| Q1 2025 | +220,268 | Add 132.34% | 386,712 | $87.93 |
| Q2 2025 | -286,369 | Reduce 74.05% | 100,343 | $114.38 |
| Q3 2025 | -70,180 | Reduce 69.94% | 30,163 | $103.35 |
Jeremy Grantham's Dollar General Corporation Investment FAQs
Jeremy Grantham first purchased Dollar General Corporation (DG) in Q3 2015, acquiring 229,170 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Dollar General Corporation (DG) for 22 quarters since Q3 2015.
Jeremy Grantham's largest addition to Dollar General Corporation (DG) was in Q3 2015, adding 229,170 shares worth $16.6 M.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 30,163 shares of Dollar General Corporation (DG), valued at approximately $3.12 M.
As of the Q3 2025 filing, Dollar General Corporation (DG) represents approximately 0.01% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Dollar General Corporation (DG) was 386,712 shares, as reported at the end of Q1 2025.