Dan Polen - Polen Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    221
Portfolio value:    $14,456,164,077
Holdings Activity Buys Sells    History
Holding/activity history for  Dollar General Corp. (DG)
← All DG superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2022   Q2 0 0.00 Sell 100.00% <0.01 $183.25–262.21 · VW $229.32i SEC
2022   Q1 2,863 <0.01 Reduce 30.81% <0.01 $185.15–240.14 · VW $211.68i $637,000 SEC
2021   Q4 4,138 <0.01 Reduce 20.94% <0.01 $203.80–239.00 · VW $224.13i $976,000 SEC
2021   Q3 5,234 <0.01 Buy <0.01 $212.10–239.35 · VW $223.48i $1,110,000 SEC
2021   Q1 0 0.00 Sell 100.00% 2.84 $173.50–219.58 · VW $196.21i SEC
2020   Q4 5,796,091 2.84 Add 2.56% 0.07 $205.26–225.25 · VW $214.00i $1,218,918,000 SEC
2020   Q3 5,651,553 3.17 Add 2.20% 0.07 $185.54–211.98 · VW $198.46i $1,184,678,000 SEC
2020   Q2 5,530,001 3.19 Add 8.17% 0.24 $148.24–194.84 · VW $181.36i $1,053,520,000 SEC
2020   Q1 5,112,345 3.35 Reduce 20.33% 0.80 $125.00–167.44 · VW $151.15i $772,015,000 SEC
2019   Q4 6,416,730 3.94 Add 2.62% 0.10 $152.00–166.98 · VW $157.77i $1,000,882,000 SEC
2019   Q3 6,252,710 4.58 Add 3.15% 0.14 $131.03–162.34 · VW $148.06i $993,806,000 SEC
2019   Q2 6,061,528 3.97 Reduce 19.87% 0.94 $116.15–139.78 · VW $126.78i $819,276,000 SEC
2019   Q1 7,564,478 4.72 Add 5.72% 0.26 $106.03–121.27 · VW $115.40i $902,442,000 SEC
2018   Q4 7,155,529 5.04 Add 1.50% 0.07 $98.08–118.45 · VW $108.64i $773,370,000 SEC
2018   Q3 7,049,753 4.39 Add 0.54% 0.02 $96.37–112.59 · VW $104.59i $770,538,000 SEC
2018   Q2 7,012,185 4.44 Add 3.78% 0.16 $86.87–101.20 · VW $94.16i $691,401,000 SEC
2018   Q1 6,756,945 4.49 Add 35.75% 1.18 $85.54–105.82 · VW $95.68i $632,112,000 SEC
2017   Q4 4,977,513 3.44 Add 0.85% 0.03 $78.83–96.60 · VW $86.99i $462,958,000 SEC
2017   Q3 4,935,680 3.22 Add 3.24% 0.10 $68.69–81.30 · VW $75.17i $400,037,000 SEC
2017   Q2 4,780,742 3.01 Add 11.18% 0.30 $65.97–79.28 · VW $72.17i $344,644,000 SEC
2017   Q1 4,300,110 2.79 Add 10.16% 0.26 $68.23–79.35 · VW $72.82i $299,847,000 SEC
2016   Q4 3,903,635 3.18 Add 120.08% 1.74 $66.50–80.67 · VW $72.99i $289,142,000 SEC
2016   Q3 1,773,731 1.48 Buy 1.48 $68.77–96.88 · VW $79.11i $124,143,000 SEC
Price snapshot:
Current price$123.44
52-week low$93.78
52-week high$156.68