Foundation Resource Management’s Dollar General DG Stock Holding History

Foundation Resource 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 Q1	$33.7M	Sell	283,418 -1,512	-0.5%	-$216K	3.79%	8
2025 Q4	$37.8M	Buy	284,930 +1,296	+0.5%	+$145K	5.06%	5
2025 Q3	$29.3M	Buy	283,634 +1,674	+0.6%	+$184K	4.21%	7
2025 Q2	$32.3M	Sell	281,960 -914	-0.3%	-$90.7K	4.99%	7
2025 Q1	$24.9M	Buy	282,874 +183,726	+185%	+$13.9M	3.92%	9
2024 Q4	$7.52M	Buy	99,148 +1,635	+2%	+$129K	1.26%	29
2024 Q3	$8.25M	Buy	+97,513	New	+$10.7M	1.27%	28

Other funds holding DG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Foundation Resource Management's DG Position: Q1 2026 in Review

Foundation Resource Management reduced its Dollar General (DG) stake by 0.53% in Q1 2026, selling an estimated $216K and leaving 283,418 shares worth $33.7M. The position accounts for 3.79% of the portfolio, ranked #8.

Foundation Resource Management first reported a position in DG in Q3 2024 and has held it in 7 quarters since. The position peaked at $37.8M in Q4 2025. 1,148 funds tracked by Wall St. Rank hold DG as of Q1 2026.

Foundation Resource Management held 283,418 shares of Dollar General worth $33.7M as of Q1 2026.
Foundation Resource Management sold 1,512 Dollar General shares in Q1 2026, an estimated $216K.
Dollar General made up 3.79% of Foundation Resource Management's portfolio in Q1 2026, its #8 holding.
Foundation Resource Management first reported a position in Dollar General in Q3 2024 and has held it in 7 quarters since.
Foundation Resource Management's Dollar General position peaked at $37.8M in Q4 2025.
1,148 funds tracked by Wall St. Rank held Dollar General as of Q1 2026.

Based on Foundation Resource Management's 13F filing for Q1 2026, filed 21 Apr 2026.