$DG is held by 21 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 9.19%, with an average of 0.98% of portfolio. Largest holder: Semper Augustus Investments Group LLC at 9.19%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
DOLLAR GEN CORP NEW
13F holders
1,142
Net 13F flow · Q
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Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
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Institutional holders
Top 10 of 1,142 · Source: 13F-HR01
Pzena Investment Management LLC
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02
Axa S.a.
—
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03
State Street
—
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04
Spectrum Asset Management, Inc.
—
—
05
Parthenon LLC
—
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06
Augustine Asset Management Inc.
—
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07
Brightline Capital Management, LLC
—
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08
Caz Investments LP
—
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09
Mount Lucas Management LP
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10
State Farm Mutual Automobile Insurance Co.
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Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
21 holders · Q1 202601
Semper Augustus Investments Group LLC
9.19% ↓ 4.9pp
α +11.6pts
02
Twin Lions Management LLC
6.73% ↓ 5.6pp
α +24.8pts
03
ACR Alpine Capital Research, LLC
1.99% NEW
α +26.8pts
04
Merrion Investment Management Co, LLC
0.75% held
α +16.0pts
05
Oxford Asset Management LLP
0.45% NEW
α +10.3pts
06
Linscomb Wealth, Inc.
0.43% NEW
α +32.6pts
07
Erste Asset Management GmbH
0.40% NEW
α +33.4pts
08
Hamel Associates, Inc.
0.29% NEW
α +12.3pts
09
Banque Pictet & Cie SA
0.10% held
α +10.3pts
10
WINTON GROUP Ltd
0.09% held
α +27.0pts
11
Quarry LP
0.06% held
α +10.6pts
12
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.05% held
α +27.5pts
13
Tributary Capital Management, LLC
0.03% held
α +40.6pts
14
Mountain Hill Investment Partners Corp.
0.03% held
α +15.0pts
15
Citigroup Inc.
0.02% held
α +26.3pts
16
Nisa Investment Advisors, LLC
0.01% held
α +16.6pts
17
Principal Securities, Inc.
0.01% held
α +21.3pts
18
Banco Santander, S.A.
0.01% held
α +12.6pts
19
RFG Advisory, LLC
0.00% held
α +16.2pts
20
Johnson Financial Group, Inc.
0.00% held
α +14.7pts
21
Wellington Management Group LLP
0.00% held
α +10.5pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
19 transactions · 9 filersTransaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.
Congress trades · last 90 days
29 disclosures · STOCK ActConvergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $DG lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $DG — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 08:19 UTC.