Oarsman Capital’s Dollar General DG Stock Holding History

Oarsman Capital’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
2025 Q3	–	Sell	-1,824	Closed	-$209K	–	256
2025 Q2	$209K	Buy	+1,824	New	+$181K	0.03%	234
2025 Q1	–	Sell	-1,817	Closed	-$138K	–	390
2024 Q4	$138K	Buy	1,817 +299	+20%	+$23.6K	0.02%	284
2024 Q3	$128K	Buy	+1,518	New	+$166K	0.02%	301

Other funds holding DG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

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

AACR

ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Oarsman Capital's DG Position: Q3 2025 in Review

Oarsman Capital sold out of Dollar General (DG) in Q3 2025, closing a stake of 1,824 shares — an estimated $209K sold.

Oarsman Capital first reported a position in DG in Q3 2024 and held it in 3 quarters. The position peaked at $209K in Q2 2025. 1,057 funds tracked by Wall St. Rank hold DG as of Q3 2025.

Oarsman Capital reported no remaining Dollar General position as of Q3 2025 after selling out during the quarter.
Oarsman Capital sold 1,824 Dollar General shares in Q3 2025, an estimated $209K.
Oarsman Capital first reported a position in Dollar General in Q3 2024 and held it in 3 quarters.
Oarsman Capital's Dollar General position peaked at $209K in Q2 2025.
1,057 funds tracked by Wall St. Rank held Dollar General as of Q3 2025.

Based on Oarsman Capital's 13F filing for Q3 2025, filed 21 Nov 2025.