Thomas Gayner - Markel Group
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    129
Portfolio value:    $11,938,885,174
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
2026   Q1 869,250 0.86 $118.73 $103,206,052 SEC
2025   Q4 869,250 0.92 $132.77 $115,410,323 SEC
2025   Q3 869,250 0.73 $103.35 $89,836,987 SEC
2025   Q2 869,250 0.84 $114.38 $99,424,814 SEC
2025   Q1 869,250 0.68 Add 4.01% 0.03 $66.43–88.50 · VW $76.90i $76,433,152 SEC
2024   Q4 835,750 0.56 Add 12.60% 0.06 $72.12–85.08 · VW $79.04i $63,366,565 SEC
2024   Q3 742,250 0.57 Add 6.45% 0.03 $77.96–135.46 · VW $96.41i $62,772,082 SEC
2024   Q2 697,250 0.91 Add 3.26% 0.03 $122.21–164.12 · VW $138.15i $92,197,367 SEC
2024   Q1 675,250 1.04 Add 3.21% 0.03 $128.76–168.07 · VW $144.56i $105,379,516 SEC
2023   Q4 654,250 0.97 Add 10.84% 0.09 $101.09–139.79 · VW $123.04i $88,945,288 SEC
2023   Q3 590,250 0.75 Add 15.91% 0.10 $103.27–173.47 · VW $135.25i $62,448,450 SEC
2023   Q2 509,250 1.03 Add 82.36% 0.47 $151.27–222.99 · VW $184.92i $86,460,465 SEC
2023   Q1 279,250 0.75 Add 50.74% 0.25 $201.31–251.00 · VW $222.22i $58,770,955 SEC
2022   Q4 185,250 0.61 Add 8.81% 0.05 $230.33–261.59 · VW $247.56i $45,617,813 SEC
2022   Q3 170,250 0.61 Add 11.46% 0.06 $233.97–259.65 · VW $244.21i $40,835,000 SEC
2022   Q2 152,750 0.54 Add 21.47% 0.10 $183.25–262.21 · VW $229.32i $37,490,000 SEC
2022   Q1 125,750 0.34 Add 80.29% 0.15 $185.15–240.14 · VW $211.68i $27,996,000 SEC
2021   Q4 69,750 0.19 Add 87.25% 0.09 $203.80–239.00 · VW $224.13i $16,449,000 SEC
2021   Q3 37,250 0.10 Buy 0.10 $212.10–239.35 · VW $223.48i $7,902,000 SEC
Price snapshot:
Current price$123.44
Avg. buy price$159.54
+/- since buy-22.63%
52-week low$93.78
52-week high$156.68