Dollar General (DG)

Sector:Consumer Discretionary
Super Investor Stats:
Ownership count:4
Ownership rank:133
% of all portfolios:0.19%
Hold Price * :$139.09
History Portfolio Manager Activity Share change % change to portfolio
Q1  2024
Richard Pzena - Hancock Classic Value Buy 257,789 2.38
Q4  2023
Thomas Gayner - Markel Asset Management Add 10.84% 64,000 0.09
Christopher Bloomstran - Semper Augustus Add 3.53% 14,194 0.40
Lee Ainslie - Maverick Capital Reduce 26.82% 5,325 0.01
Pat Dorsey - Dorsey Asset Management Sell 100.00% 272,822 3.77
Seth Klarman - Baupost Group Sell 100.00% 927,000 1.91
Viking Global Investors Sell 100.00% 368,172 0.16
Q3  2023
Seth Klarman - Baupost Group Add 283.06% 685,000 1.41
Christopher Bloomstran - Semper Augustus Add 175.26% 255,921 6.49
Thomas Gayner - Markel Asset Management Add 15.91% 81,000 0.10
Pat Dorsey - Dorsey Asset Management Buy 272,822 3.77
Viking Global Investors Buy 368,172 0.16
Lee Ainslie - Maverick Capital Buy 19,852 0.05
AKO Capital Sell 100.00% 450,666 1.16
Q2  2023
Thomas Gayner - Markel Asset Management Add 82.36% 230,000 0.47
Christopher Bloomstran - Semper Augustus Add 76.92% 63,488 2.55
Seth Klarman - Baupost Group Buy 242,000 0.74
AKO Capital Reduce 55.99% 573,449 1.48
Q1  2023
Christopher Bloomstran - Semper Augustus Add 87.60% 38,540 2.08
Thomas Gayner - Markel Asset Management Add 50.74% 94,000 0.25
AKO Capital Add 9.54% 89,187 0.29
Viking Global Investors Sell 100.00% 310,848 0.38
Q4  2022
Thomas Gayner - Markel Asset Management Add 8.81% 15,000 0.05
Christopher Bloomstran - Semper Augustus Reduce 0.15% 67 0.00
AKO Capital Reduce 20.98% 248,163 0.99
Viking Global Investors Reduce 87.19% 2,115,520 2.59
Lee Ainslie - Maverick Capital Sell 100.00% 1,773 0.01
Q3  2022
Viking Global Investors Add 118.56% 1,316,194 1.46
Thomas Gayner - Markel Asset Management Add 11.46% 17,500 0.06
Christopher Bloomstran - Semper Augustus Reduce 0.08% 36 0.00
AKO Capital Reduce 8.91% 115,749 0.46
Lee Ainslie - Maverick Capital Reduce 88.77% 14,014 0.08
Q2  2022
Christopher Bloomstran - Semper Augustus Add 192.15% 29,005 2.11
Viking Global Investors Add 185.89% 721,857 0.81
AKO Capital Add 50.95% 438,407 1.51
Thomas Gayner - Markel Asset Management Add 21.47% 27,000 0.10
Lee Ainslie - Maverick Capital Buy 15,787 0.10
Polen Capital Management Sell 100.00% 2,863 0.00
Q1  2022
Thomas Gayner - Markel Asset Management Add 80.29% 56,000 0.15
Christopher Bloomstran - Semper Augustus Add 42.04% 4,468 0.25
AKO Capital Buy 860,433 2.07
Viking Global Investors Buy 388,317 0.35
Polen Capital Management Reduce 30.81% 1,275 0.00
Q4  2021
Thomas Gayner - Markel Asset Management Add 87.25% 32,500 0.09
Polen Capital Management Reduce 20.94% 1,096 0.00
Lee Ainslie - Maverick Capital Sell 100.00% 12,982 0.03
Q3  2021
Thomas Gayner - Markel Asset Management Buy 37,250 0.10
Polen Capital Management Buy 5,234 0.00
Christopher Bloomstran - Semper Augustus Reduce 0.12% 13 0.00
Lee Ainslie - Maverick Capital Reduce 3.52% 473 0.00
Q2  2021
Lee Ainslie - Maverick Capital Buy 13,455 0.03
Christopher Bloomstran - Semper Augustus Reduce 0.37% 40 0.00
Q1  2021
Christopher Bloomstran - Semper Augustus Reduce 0.04% 4 0.00
Polen Capital Management Sell 100.00% 5,796,091 2.83
Lee Ainslie - Maverick Capital Sell 100.00% 11,964 0.04
Q4  2020
Polen Capital Management Add 2.56% 144,538 0.07
Lee Ainslie - Maverick Capital Buy 11,964 0.04
Q3  2020
Polen Capital Management Add 2.20% 121,552 0.07
Christopher Bloomstran - Semper Augustus Reduce 0.35% 38 0.00
Lee Ainslie - Maverick Capital Sell 100.00% 180 0.00
Q2  2020
Polen Capital Management Add 8.17% 417,656 0.24
Christopher Bloomstran - Semper Augustus Reduce 56.36% 13,846 1.50
Lee Ainslie - Maverick Capital Reduce 99.52% 37,633 0.00
Q1  2020
Lee Ainslie - Maverick Capital Buy 37,813 0.12
Polen Capital Management Reduce 20.33% 1,304,385 0.85
Christopher Bloomstran - Semper Augustus Reduce 53.78% 28,583 2.72
Q4  2019
Polen Capital Management Add 2.62% 164,020 0.10
Christopher Bloomstran - Semper Augustus Reduce 1.25% 675 0.06
Q3  2019
Polen Capital Management Add 3.15% 191,182 0.14
Christopher Bloomstran - Semper Augustus Reduce 1.06% 579 0.05
Lee Ainslie - Maverick Capital Sell 100.00% 529 0.00
Q2  2019
Christopher Bloomstran - Semper Augustus Reduce 1.35% 742 0.06
Polen Capital Management Reduce 19.87% 1,502,950 0.98
Lee Ainslie - Maverick Capital Reduce 99.40% 88,221 0.00
Q1  2019
Lee Ainslie - Maverick Capital Buy 88,750 0.14
Christopher Bloomstran - Semper Augustus Reduce 1.50% 840 0.06
Pat Dorsey - Dorsey Asset Management Sell 100.00% 242,459 7.28
Q4  2018
Christopher Bloomstran - Semper Augustus Reduce 2.84% 1,634 0.11
Pat Dorsey - Dorsey Asset Management Reduce 38.69% 152,974 4.59
David Tepper - Appaloosa Management Sell 100.00% 746,130 1.45
Q3  2018
Pat Dorsey - Dorsey Asset Management Reduce 15.03% 69,942 1.79
David Tepper - Appaloosa Management Reduce 18.79% 172,589 0.34
David Einhorn - Greenlight Capital Sell 100.00% 43,500 0.14
Lee Ainslie - Maverick Capital Sell 100.00% 13,620 0.02
Q2  2018
Pat Dorsey - Dorsey Asset Management Add 49.03% 153,100 3.99
David Einhorn - Greenlight Capital Buy 43,500 0.14
Lee Ainslie - Maverick Capital Buy 13,620 0.02
David Tepper - Appaloosa Management Reduce 24.37% 296,057 0.34
Q1  2018
David Tepper - Appaloosa Management Add 47.32% 390,169 0.39
Pat Dorsey - Dorsey Asset Management Add 7.04% 20,550 0.65
Lee Ainslie - Maverick Capital Sell 100.00% 218,840 0.26
Q4  2017
David Tepper - Appaloosa Management Add 37.60% 225,343 0.24
Lee Ainslie - Maverick Capital Add 37.33% 59,490 0.07
Pat Dorsey - Dorsey Asset Management Add 4.81% 13,400 0.45
Q3  2017
Lee Ainslie - Maverick Capital Buy 159,350 0.16
Pat Dorsey - Dorsey Asset Management Reduce 0.03% 75 0.00
David Tepper - Appaloosa Management Reduce 35.92% 335,914 0.41
Q2  2017
David Tepper - Appaloosa Management Buy 935,178 1.06
Chuck Akre - Akre Capital Management Sell 100.00% 1,500,000 1.74
Q1  2017
Pat Dorsey - Dorsey Asset Management Buy 278,400 10.98

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.