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 Q2	$33M	Buy	286,343 +2,925	+1%	+$332K	3.83%	6
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Foundation Resource Management's DG Position: Q2 2026 in Review

Foundation Resource Management increased its Dollar General (DG) stake by 1% in Q2 2026, buying an estimated $332K and bringing the position to 286,343 shares worth $33M. The position accounts for 3.83% of the portfolio, ranked #6.

Foundation Resource Management first reported a position in DG in Q3 2024 and has held it in 8 quarters since. The position peaked at $37.8M in Q4 2025. 1,130 funds tracked by Wall St. Rank hold DG as of Q2 2026.

Foundation Resource Management held 286,343 shares of Dollar General worth $33M as of Q2 2026.
Foundation Resource Management bought 2,925 Dollar General shares in Q2 2026, an estimated $332K.
Dollar General made up 3.83% of Foundation Resource Management's portfolio in Q2 2026, its #6 holding.
Foundation Resource Management first reported a position in Dollar General in Q3 2024 and has held it in 8 quarters since.
Foundation Resource Management's Dollar General position peaked at $37.8M in Q4 2025.
1,130 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Foundation Resource Management's 13F filing for Q2 2026, filed 21 Jul 2026.