Tom Gayner's DG Position Overview
Tom Gayner (via Markel Group Inc.) currently holds 869,250 shares of Dollar General Corporation (DG) worth $89.84 M, representing 0.73% of the portfolio. First purchased in 2021-Q3, this medium-term investment has been held for 17 quarters.
Based on 13F filings, Tom Gayner has maintained a strategic position in DG, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2023, adding 230,000 shares.
Analysis based on 13F filings available since 2013 Q2
Tom Gayner's Dollar General Corporation (DG) Holding Value Over Time
Track share changes against reported price movement
Quarterly Dollar General Corporation (DG) Trades by Tom Gayner
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2021 | +37,250 | New Buy | 37,250 | $212.13 |
| Q4 2021 | +32,500 | Add 87.25% | 69,750 | $235.83 |
| Q1 2022 | +56,000 | Add 80.29% | 125,750 | $222.63 |
| Q2 2022 | +27,000 | Add 21.47% | 152,750 | $245.43 |
| Q3 2022 | +17,500 | Add 11.46% | 170,250 | $239.85 |
| Q4 2022 | +15,000 | Add 8.81% | 185,250 | $246.25 |
| Q1 2023 | +94,000 | Add 50.74% | 279,250 | $210.46 |
| Q2 2023 | +230,000 | Add 82.36% | 509,250 | $169.78 |
| Q3 2023 | +81,000 | Add 15.91% | 590,250 | $105.80 |
| Q4 2023 | +64,000 | Add 10.84% | 654,250 | $135.95 |
| Q1 2024 | +21,000 | Add 3.21% | 675,250 | $156.06 |
| Q2 2024 | +22,000 | Add 3.26% | 697,250 | $132.23 |
| Q3 2024 | +45,000 | Add 6.45% | 742,250 | $84.57 |
| Q4 2024 | +93,500 | Add 12.60% | 835,750 | $75.82 |
| Q1 2025 | +33,500 | Add 4.01% | 869,250 | $87.93 |
Tom Gayner's Dollar General Corporation Investment FAQs
Tom Gayner first purchased Dollar General Corporation (DG) in Q3 2021, acquiring 37,250 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Tom Gayner has held Dollar General Corporation (DG) for 17 quarters since Q3 2021. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Tom Gayner's largest addition to Dollar General Corporation (DG) was in Q2 2023, adding 509,250 shares worth $86.46 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Tom Gayner's firm, Markel Group Inc., owns 869,250 shares of Dollar General Corporation (DG), valued at approximately $89.84 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Dollar General Corporation (DG) represents approximately 0.73% of Tom Gayner's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Tom Gayner's peak holding in Dollar General Corporation (DG) was 869,250 shares, as reported at the end of Q1 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.