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DOLLAR GEN CORP NEW

DG

Holders

2

Combined Value

$186.82M

Combined Shares

1,573,454

Current Price

$114.80

52W High

$158.23

vs 52W High

−27.4%

Investor Activity Chart

Quarterly buys (▲) and sells (▼) by tracked investors. Click a marker to view that investor's portfolio; hover for details. Price line is implied from 13F filings (value ÷ shares), not market data.

$64.43$91.01$117.58$144.16Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25Q1'26Q2 2024 · implied price $132.23Q3 2024 · implied price $84.57Q4 2024 · implied price $75.82Q1 2025 · implied price $87.93Q2 2025 · implied price $114.38Q3 2025 · implied price $103.35Q4 2025 · implied price $132.77Q1 2026 · implied price $118.73Tom Gayner - Markel Group · bought 697,250 shares @ ~$132.23 · Q2 2024 (new position)Jim Simons - Renaissance Technologies · bought 423,400 shares @ ~$132.23 · Q2 2024 (new position)Seth Klarman - Baupost Group · bought 2,303,800 shares @ ~$84.57 · Q3 2024 (new position)Jim Simons - Renaissance Technologies · bought 696,600 shares @ ~$84.57 · Q3 2024Tom Gayner - Markel Group · bought 45,000 shares @ ~$84.57 · Q3 2024Jim Simons - Renaissance Technologies · bought 476,091 shares @ ~$75.82 · Q4 2024Tom Gayner - Markel Group · bought 93,500 shares @ ~$75.82 · Q4 2024Seth Klarman - Baupost Group · sold 243,000 shares @ ~$75.82 · Q4 2024Seth Klarman - Baupost Group · bought 44,076 shares @ ~$87.93 · Q1 2025Tom Gayner - Markel Group · bought 33,500 shares @ ~$87.93 · Q1 2025Jim Simons - Renaissance Technologies · sold 1,579,191 shares @ ~$87.93 · Q1 2025Jim Simons - Renaissance Technologies · bought 682,800 shares @ ~$114.38 · Q2 2025Seth Klarman - Baupost Group · bought 562,000 shares @ ~$114.38 · Q2 2025Jim Simons - Renaissance Technologies · bought 351,000 shares @ ~$103.35 · Q3 2025Jim Simons - Renaissance Technologies · sold 732,496 shares @ ~$132.77 · Q4 2025Seth Klarman - Baupost Group · sold 604,055 shares @ ~$132.77 · Q4 2025Jim Simons - Renaissance Technologies · bought 386,000 shares @ ~$118.73 · Q1 2026Seth Klarman - Baupost Group · sold 2,062,821 shares @ ~$132.77 · Q1 2026 (sold out)BUYSELLIMPLIED PRICE

Held By

Tracked investors currently holding this security, based on each investor's most recent 13F filing. Gain compares the current market price to each investor's estimated average buy price.

InvestorValue% of PortfolioAvg Buy PriceGainLast ActivityAs of
Tom Gayner - Markel Group$103.21M0.86%~$121.99−5.9%BUY Q1 2025Q1 2026
Jim Simons - Renaissance Technologies$83.61M0.13%~$114.96−0.1%BUY Q1 2026Q1 2026

Recent Activity

Latest position changes by tracked investors. Prices are estimates implied from 13F filings.

QuarterInvestorActionEst. ValueEst. Price
Q1 2026Seth Klarman - Baupost GroupSOLD OUT−$273.88M~$132.77
Q1 2026Jim Simons - Renaissance TechnologiesBUY+$45.83M~$118.73
Q4 2025Jim Simons - Renaissance TechnologiesSELL−$97.25M~$132.77
Q4 2025Seth Klarman - Baupost GroupSELL−$80.20M~$132.77
Q3 2025Jim Simons - Renaissance TechnologiesBUY+$36.28M~$103.35
Q2 2025Jim Simons - Renaissance TechnologiesBUY+$78.10M~$114.38
Q2 2025Seth Klarman - Baupost GroupBUY+$64.28M~$114.38
Q1 2025Jim Simons - Renaissance TechnologiesSELL−$138.86M~$87.93
Q1 2025Seth Klarman - Baupost GroupBUY+$3.88M~$87.93
Q1 2025Tom Gayner - Markel GroupBUY+$2.95M~$87.93
Q4 2024Jim Simons - Renaissance TechnologiesBUY+$36.10M~$75.82
Q4 2024Seth Klarman - Baupost GroupSELL−$18.42M~$75.82
Q4 2024Tom Gayner - Markel GroupBUY+$7.09M~$75.82
Q3 2024Seth Klarman - Baupost GroupNEW BUY+$194.83M~$84.57
Q3 2024Jim Simons - Renaissance TechnologiesBUY+$58.91M~$84.57
Q3 2024Tom Gayner - Markel GroupBUY+$3.81M~$84.57
Q2 2024Tom Gayner - Markel GroupNEW BUY+$92.20M~$132.23
Q2 2024Jim Simons - Renaissance TechnologiesNEW BUY+$55.99M~$132.23

Ownership History

Aggregate position across all tracked investors per quarter (options excluded). Implied price is the reported value divided by shares held.

PeriodHoldersTotal SharesΔ SharesTotal ValueImplied Price
Q1 202621,573,454-51.6%$186.82M$118.73
Q4 202533,250,275-29.1%$431.54M$132.77
Q3 202534,586,826+8.3%$474.05M$103.35
Q2 202534,235,826+41.6%$484.49M$114.38
Q1 202532,991,026-33.4%$263.00M$87.93
Q4 202434,492,641+7.8%$340.63M$75.82
Q3 202434,166,050+271.8%$352.32M$84.57
Q2 202421,120,650$148.18M$132.23