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Dollar General Corporation

DG Consumer Staples
$124.58 +$1.59 (1.29%)
Market Cap: $27.48 B
Gurus Holding
14
Popularity Rank
#129
% of Shares Held
9.61%
Net Activity (Q2 2026)
+$274.46 M

Guru Ownership Trend

Guru Analysis for Dollar General Corporation (DG)

Dollar General Corporation (DG), a key player in the Consumer Staples sector, continues to attract institutional attention.

As of Q2 2026, a total of 14 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $2.64 B.

Top institutional holders include Richard Pzena and First Eagle Investment.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $274.46 M net inflow during the quarter.

Recent activity highlights Louis Moore Bacon who opened a new position. Conversely, Renaissance Technologies (RenTech) reduced exposure by 50.8%.

Key Holders

Top 5 by Value

$1.18 B
$514.22 M
$100.06 M
$47.01 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$399.37 M
Total Buy Value
New Buys 1
Additions 4
-$124.91 M
Total Sell Value
Reductions 5
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
6
Net Buyers
5

FAQs for Dollar General Corporation (DG)

Major holders include Richard Pzena ($1.18 B), First Eagle Investment ($518 M), Cliff Asness ($514.22 M). According to the latest reported data, 14 tracked investment managers collectively hold approximately 21.21 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $274.46 M, with 5 managers increasing positions and 6 managers reducing holdings.

During the most recent reporting period, 5 managers trimmed their positions, while 1 fully exited DG. The total reported sell value was $124.91 M.

Yes, 1 managers opened new positions in DG, and 4 increased their existing holdings. The total reported buy value was $399.37 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
3.45% Add 48.2% 10,222,060 $1.18 B Q2 2026
0.86% Add 1.0% 4,500,001 $518 M Q2 2026
0.18% Reduce -12.3% 4,527,793 $514.22 M Q2 2026
0.76% 869,250 $100.06 M Q2 2026
0.11% Add 16.7% 408,362 $47.01 M Q2 2026
0.05% Reduce -50.8% 346,504 $39.89 M Q2 2026
0.08% Reduce -20.6% 171,855 $19.78 M Q2 2026
0.03% Reduce -41.4% 45,560 $5.24 M Q2 2026
0.06% New Buy 37,542 $4.32 M Q2 2026
0.84% 31,500 $3.63 M Q2 2026
0.01% Reduce -30.7% 28,172 $3.24 M Q2 2026
0.00% Add 30.9% 19,594 $2.26 M Q2 2026
0.00% 2,188 $251,861 Q2 2026
0.00% 32 $3,761 Q2 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form