DG
Dollar General Corp
6 super-investors hold DG worth a combined $1.55B. The largest position: Christopher Bloomstran at 9.2% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 35 — ranked #212 of 724 scored stocks. Conviction easing: 1 fewer super-investor hold it than in 2025Q4.
Why super-investors own DG
Ownership within this cohort is narrow and fading: just six managers hold DG, and the eight-quarter ownership trend shows the broader group peaked at two active accumulators and has since contracted to one. Christopher Bloomstran carries the highest conviction at 9.2% of his portfolio ($77M), though he trimmed his position in 2026Q1 — the only cohort activity this quarter. Richard Pzena holds the largest absolute dollar position ($819M, 2.7% of his portfolio), while Thomas Gayner and First Eagle maintain smaller satellite stakes. No manager added or initiated shares this quarter, and the cohort's combined $1.6B reflects passive holding rather than active accumulation, suggesting interest across this group is quietly fading rather than building.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q4 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (6) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Richard Pzena | 2.7% | 11q | $819M | 6,897,541 |
| 2 | First Eagle Investment Management | 0.7% | 6q | $529M | 4,455,622 |
| 3 | Thomas Gayner | 0.9% | 19q | $103M | 869,250 |
| 4 | Christopher Bloomstran | 9.2% | 37q | $77M | 648,227 |
| 5 | Joel Greenblatt | <0.1% | 38q | $21M | 177,143 |
| 6 | First Pacific Advisors | <0.1% | 18q | $1M | 9,077 |
- 1Richard Pzenaport2.7%val$819M6,897,541 sh·11q held
- 2First Eagle Investment Managementport0.7%val$529M4,455,622 sh·6q held
- 3Thomas Gaynerport0.9%val$103M869,250 sh·19q held
- 4Christopher Bloomstranport9.2%val$77M648,227 sh·37q held
- 5Joel Greenblattport<0.1%val$21M177,143 sh·38q held
- 6First Pacific Advisorsport<0.1%val$1M9,077 sh·18q held
Owners of DG also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Christopher Bloomstran | TRIM | 9.2% | -30% | $77M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 256677105. Not investment advice.