NYSE · Consumer Staples

DOLLAR GEN CORP DG

Dollar General Corporation, a discount retailer, provides various merchandise products in the southern, southwestern, midwestern, and eastern United States.

Discount Retail

Company profile

Business mix

  • It offers consumable products, including paper towels, bath tissues, paper dinnerware, trash and storage bags, disinfectants, and laundry products.
  • The company also provides seasonal products comprising holiday items, toys, batteries, small electronics, greeting cards, stationery, prepaid phones and accessories, gardening supplies, hardware, automotive, and home office supplies.
  • The company was formerly known as J.L. Turner & Son, Inc. and changed its name to Dollar General Corporation in 1968.
  • Dollar General Corporation was founded in 1939 and is based in Goodlettsville, Tennessee.

Current key questions

  • Can consumer demand, pricing, traffic, and channel execution support growth in discount stores?
  • How do input costs, promotions, inventory, and brand strength affect margins?
  • Does management convert scale, store or digital reach, and capital allocation into higher per-share value?
Holders 6 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 14.67 FCF 9.62% Buyback -0.51%
2026-06-07

Current firm holders

Firm Weight Value Filing period
First Eagle legacy Jean-Marie Eveillard 0.7% $529.0M 2026-03-31
Baillie Gifford legacy James Anderson 0.4% $374.3M 2026-03-31
Markel Group Tom Gayner 0.9% $103.2M 2026-03-31
Semper Augustus Investments Group Christopher Bloomstran 9.2% $77.0M 2026-03-31
Gotham Asset Management Joel Greenblatt 0.1% $41.6M 2026-03-31
Bridgewater Associates Ray Dalio 0.1% $25.7M 2026-03-31

Recent trading changes over the last 2 quarters

Net buyers 2 Last 2 13F filing periods
Net reducers 4 Last 2 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $37.0M Estimated from net added shares
Reduction amount $225.1M Estimated from net reduced shares
Net share change / base shares -30.5% -4,248,398 / 13,940,914
Bridgewater Associates Ray Dalio 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 199.3% 13F value change +$16.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 72,338 Last 2 periods +144,181 (+199.3%) Total shares 216,519 Value $25.7M
Gotham Asset Management Joel Greenblatt 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 46.1% 13F value change +$16.5M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 31.5% 13F value change +$6.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 182,187 Last 2 periods +167,811 (+92.1%) Total shares 349,998 Value $41.6M
Semper Augustus Investments Group Christopher Bloomstran 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 0.0% 13F value change +$27.3M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -30.0% 13F value change -$46.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 925,826 Last 2 periods -277,599 (-30.0%) Total shares 648,227 Value $77.0M
Baupost Group Seth Klarman 2 filing periods
13F 2025-12-31 Filed 2026-02-13
Major reduction Shares -22.7% 13F value change -$1,741
13F 2026-03-31 Filed 2026-05-14
Sold out Shares -100.0% 13F value change -$273,881
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 2,666,876 Last 2 periods -2,666,876 (-100.0%) Total shares 0 Value $0
First Eagle legacy Jean-Marie Eveillard 2 filing periods
13F 2025-12-31 Filed 2026-02-04
Major reduction Shares -26.1% 13F value change -$31.1M
13F 2026-03-31 Filed 2026-05-12
Minor increase Shares 0.9% 13F value change -$57.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-12
Base shares 5,977,005 Last 2 periods -1,521,383 (-25.5%) Total shares 4,455,622 Value $529.0M
Baillie Gifford legacy James Anderson 2 filing periods
13F 2025-12-31 Filed 2026-01-23
Minor increase Shares 2.1% 13F value change +$104.7M
13F 2026-03-31 Filed 2026-05-08
Minor reduction Shares -4.9% 13F value change -$65.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 3,247,432 Last 2 periods -94,532 (-2.9%) Total shares 3,152,900 Value $374.3M
Markel Group Tom Gayner 2 filing periods
13F 2025-12-31 Filed 2026-02-06
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-01
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-01
Base shares 869,250 Last 2 periods +0 (0.0%) Total shares 869,250 Value $103.2M

Recent mentions

No public mentions.