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Banyan Capital Management’s Dollar General DG Stock Holding History

Banyan Capital Management’s Portfolio DG Stock Details DG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.1M Sell
114,162
-2,306
-2% -$262K 5.71% 6
2026
Q1 		$13.8M Sell
116,468
-1,535
-1% -$219K 5.96% 7
2025
Q4 		$15.7M Sell
118,003
-488
-0.4% -$54.4K 6.81% 7
2025
Q3 		$12.2M Buy
118,491
+10,402
+10% +$1.14M 5.56% 7
2025
Q2 		$12.4M Buy
108,089
+3,982
+4% +$395K 6.36% 7
2025
Q1 		$9.15M Buy
104,107
+36,002
+53% +$2.73M 5.17% 10
2024
Q4 		$5.16M Buy
+68,105
New +$5.37M 3.1% 14

Other funds holding DG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Banyan Capital Management's DG Position: Q2 2026 in Review

Banyan Capital Management reduced its Dollar General (DG) stake by 2% in Q2 2026, selling an estimated $262K and leaving 114,162 shares worth $13.1M. The position accounts for 5.71% of the portfolio, ranked #6.

Banyan Capital Management first reported a position in DG in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.7M in Q4 2025. 1,133 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Banyan Capital Management held 114,162 shares of Dollar General worth $13.1M as of Q2 2026.
  • Banyan Capital Management sold 2,306 Dollar General shares in Q2 2026, an estimated $262K.
  • Dollar General made up 5.71% of Banyan Capital Management's portfolio in Q2 2026, its #6 holding.
  • Banyan Capital Management first reported a position in Dollar General in Q4 2024 and has held it in 7 quarters since.
  • Banyan Capital Management's Dollar General position peaked at $15.7M in Q4 2025.
  • 1,133 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Banyan Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.