Seth Klarman's DG Position Overview
Seth Klarman (via Baupost Group Llc/Ma) currently holds 2.67 M shares of Dollar General Corporation (DG) worth $275.62 M, representing 5.75% of the portfolio. First purchased in 2023-Q2, this short-term holding has been held for 8 quarters.
Based on 13F filings, Seth Klarman has maintained this position in DG for several quarters, showing initial confidence in the investment. Largest addition occurred in Q3 2024, adding 2.3 M shares. Largest reduction occurred in Q4 2023, reducing 927,000 shares.
Analysis based on 13F filings available since 2013 Q2
Seth Klarman's Dollar General Corporation (DG) Holding Value Over Time
Track share changes against reported price movement
Quarterly Dollar General Corporation (DG) Trades by Seth Klarman
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2023 | +242,000 | New Buy | 242,000 | $169.78 |
| Q3 2023 | +685,000 | Add 283.06% | 927,000 | $0.11 |
| Q4 2023 | -927,000 | Sold Out | 0 | $0.00 |
| Q3 2024 | +2.3 M | New Buy | 2.3 M | $84.57 |
| Q4 2024 | -243,000 | Reduce 10.55% | 2.06 M | $75.82 |
| Q1 2025 | +44,076 | Add 2.14% | 2.1 M | $87.93 |
| Q2 2025 | +562,000 | Add 26.70% | 2.67 M | $114.38 |
Seth Klarman's Dollar General Corporation Investment FAQs
Seth Klarman first purchased Dollar General Corporation (DG) in Q2 2023, acquiring 242,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Seth Klarman has held Dollar General Corporation (DG) for 8 quarters since Q2 2023.
Seth Klarman's largest addition to Dollar General Corporation (DG) was in Q3 2024, adding 2,303,800 shares worth $194.83 M.
According to the latest 13F filing for Q3 2025, Seth Klarman's firm, Baupost Group Llc/Ma, owns 2,666,876 shares of Dollar General Corporation (DG), valued at approximately $275.62 M.
As of the Q3 2025 filing, Dollar General Corporation (DG) represents approximately 5.75% of Seth Klarman's publicly disclosed stock portfolio, making it one of their key holdings.
Seth Klarman's peak holding in Dollar General Corporation (DG) was 2,666,876 shares, as reported at the end of Q2 2025.