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Dollar General Corporation

DG Consumer Staples
$102.38 $-2.67 (-2.54%)
Market Cap: $22.55 B
Gurus Holding
14
Popularity Rank
#133
% of Shares Held
8.55%
Net Activity (Q1 2026)
-$460.74 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 Q1 2026, a total of 14 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.93 B.

Top institutional holders include Richard Pzena and Cliff Asness.

Institutional sentiment is currently Bearish. This is evidenced by a $460.74 M net outflow during the quarter.

Recent activity highlights Jefferies Group who dramatically increased their stake. Conversely, Richard Pzena reduced exposure by 35.4%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$261.86 M
Total Buy Value
New Buys 3
Additions 9
-$722.6 M
Total Sell Value
Reductions 1
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
2
Net Buyers
12

FAQs for Dollar General Corporation (DG)

Major holders include Richard Pzena ($818.95 M), Cliff Asness ($610.05 M), First Eagle Investment ($529.02 M). According to the latest reported data, 14 tracked investment managers collectively hold approximately 18.83 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $460.74 M, with 12 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 1 fully exited DG. The total reported sell value was $722.6 M.

Yes, 3 managers opened new positions in DG, and 9 increased their existing holdings. The total reported buy value was $261.86 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
2.66% Reduce -35.4% 6,897,541 $818.95 M Q1 2026
0.28% Add 38.3% 5,165,126 $610.05 M Q1 2026
0.70% Add 0.9% 4,455,622 $529.02 M Q1 2026
0.86% 869,250 $103.21 M Q1 2026
0.13% Add 121.3% 704,204 $83.61 M Q1 2026
0.13% Add 31.5% 349,998 $41.56 M Q1 2026
0.11% Add 199.3% 216,519 $25.71 M Q1 2026
0.06% Add 1022.3% 77,686 $9.22 M Q1 2026
0.01% Add 57.5% 40,625 $4.82 M Q1 2026
0.81% Add 200.0% 31,500 $3.74 M Q1 2026
0.00% New Buy 14,968 $1.78 M Q1 2026
0.02% New Buy 9,077 $1.08 M Q1 2026
0.00% Add 0.8% 2,188 $259,781 Q1 2026
0.00% New Buy 32 $3,799 Q1 2026
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