Tom Gayner’s Dollar General DG Stock Holding History

Tom Gayner’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	$100M	Hold	869,250	–	–	0.76%	38
2026 Q1	$103M	Hold	869,250	–	–	0.86%	36
2025 Q4	$115M	Hold	869,250	–	–	0.92%	36
2025 Q3	$89.8M	Hold	869,250	–	–	0.73%	42
2025 Q2	$99.4M	Hold	869,250	–	–	0.84%	36
2025 Q1	$76.4M	Buy	869,250 +33,500	+4%	+$2.54M	0.68%	45
2024 Q4	$63.4M	Buy	835,750 +93,500	+13%	+$7.37M	0.56%	47
2024 Q3	$62.8M	Buy	742,250 +45,000	+6%	+$4.93M	0.57%	46
2024 Q2	$92.2M	Buy	697,250 +22,000	+3%	+$3.07M	0.91%	33
2024 Q1	$105M	Buy	675,250 +21,000	+3%	+$2.99M	1.04%	31
2023 Q4	$88.9M	Buy	654,250 +64,000	+11%	+$7.76M	0.97%	34
2023 Q3	$62.4M	Buy	590,250 +81,000	+16%	+$12.1M	0.75%	41
2023 Q2	$86.5M	Buy	509,250 +230,000	+82%	+$45.5M	1.03%	26
2023 Q1	$58.8M	Buy	279,250 +94,000	+51%	+$21.1M	0.75%	37
2022 Q4	$45.6M	Buy	185,250 +15,000	+9%	+$3.71M	0.61%	45
2022 Q3	$40.8M	Buy	170,250 +17,500	+11%	+$4.32M	0.6%	44
2022 Q2	$37.5M	Buy	152,750 +27,000	+21%	+$6.3M	0.54%	48
2022 Q1	$28M	Buy	125,750 +56,000	+80%	+$11.9M	0.33%	67
2021 Q4	$16.4M	Buy	69,750 +32,500	+87%	+$7.18M	0.19%	86
2021 Q3	$7.9M	Buy	+37,250	New	+$8.41M	0.1%	97

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 $59.9B AUM 27.01% 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

Tom Gayner's DG Position: Q2 2026 in Review

Tom Gayner held its Dollar General (DG) position steady in Q2 2026 at 869,250 shares worth $100M. The position accounts for 0.76% of the portfolio, ranked #38.

Tom Gayner first reported a position in DG in Q3 2021 and has held it in 20 quarters since. The position peaked at $115M in Q4 2025. 1,125 funds tracked by Wall St. Rank hold DG as of Q2 2026.

Tom Gayner held 869,250 shares of Dollar General worth $100M as of Q2 2026.
Tom Gayner left its Dollar General share count unchanged in Q2 2026.
Dollar General made up 0.76% of Tom Gayner's portfolio in Q2 2026, its #38 holding.
Tom Gayner first reported a position in Dollar General in Q3 2021 and has held it in 20 quarters since.
Tom Gayner's Dollar General position peaked at $115M in Q4 2025.
1,125 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Markel Group's 13F filing for Q2 2026, filed 31 Jul 2026.