Schwerin Boyle Capital Management’s Dollar General DG Stock Holding History

Schwerin Boyle 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 Q1	$9.02M	Sell	75,958 -9,243	-11%	-$1.32M	1.14%	28
2025 Q4	$11.3M	Hold	85,201	–	–	1.24%	25
2025 Q3	$8.81M	Hold	85,201	–	–	0.96%	34
2025 Q2	$9.75M	Hold	85,201	–	–	1.09%	27
2025 Q1	$7.49M	Buy	85,201 +48,401	+132%	+$3.66M	0.77%	35
2024 Q4	$2.79M	Hold	36,800	–	–	0.29%	46
2024 Q3	$3.11M	Buy	+36,800	New	+$4.03M	0.33%	45

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

Schwerin Boyle Capital Management's DG Position: Q1 2026 in Review

Schwerin Boyle Capital Management reduced its Dollar General (DG) stake by 11% in Q1 2026, selling an estimated $1.32M and leaving 75,958 shares worth $9.02M. The position accounts for 1.14% of the portfolio, ranked #28.

Schwerin Boyle Capital Management first reported a position in DG in Q3 2024 and has held it in 7 quarters since. The position peaked at $11.3M in Q4 2025. 1,148 funds tracked by Wall St. Rank hold DG as of Q1 2026.

Schwerin Boyle Capital Management held 75,958 shares of Dollar General worth $9.02M as of Q1 2026.
Schwerin Boyle Capital Management sold 9,243 Dollar General shares in Q1 2026, an estimated $1.32M.
Dollar General made up 1.14% of Schwerin Boyle Capital Management's portfolio in Q1 2026, its #28 holding.
Schwerin Boyle Capital Management first reported a position in Dollar General in Q3 2024 and has held it in 7 quarters since.
Schwerin Boyle Capital Management's Dollar General position peaked at $11.3M in Q4 2025.
1,148 funds tracked by Wall St. Rank held Dollar General as of Q1 2026.

Based on Schwerin Boyle Capital Management's 13F filing for Q1 2026, filed 14 May 2026.