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 Q2	$8.74M	Hold	75,958	–	–	1.07%	31
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 $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

Schwerin Boyle Capital Management's DG Position: Q2 2026 in Review

Schwerin Boyle Capital Management held its Dollar General (DG) position steady in Q2 2026 at 75,958 shares worth $8.74M. The position accounts for 1.07% of the portfolio, ranked #31.

Schwerin Boyle Capital Management first reported a position in DG in Q3 2024 and has held it in 8 quarters since. The position peaked at $11.3M in Q4 2025. 1,131 funds tracked by Wall St. Rank hold DG as of Q2 2026.

Schwerin Boyle Capital Management held 75,958 shares of Dollar General worth $8.74M as of Q2 2026.
Schwerin Boyle Capital Management left its Dollar General share count unchanged in Q2 2026.
Dollar General made up 1.07% of Schwerin Boyle Capital Management's portfolio in Q2 2026, its #31 holding.
Schwerin Boyle Capital Management first reported a position in Dollar General in Q3 2024 and has held it in 8 quarters since.
Schwerin Boyle Capital Management's Dollar General position peaked at $11.3M in Q4 2025.
1,131 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Schwerin Boyle Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.