1834 INVESTMENT ADVISORS CO DG — Dollar General Corp. COM

Ownership history in 1834 INVESTMENT ADVISORS CO  ·  12 quarters on record

AI Ownership Summary

1834 INVESTMENT ADVISORS CO reported Dollar General Corp. COM (DG) in 12 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 1.06% in 2025 Q4. The latest visible filing shows DG at 0.78% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was 1834 INVESTMENT ADVISORS CO's position in Dollar General Corp. COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

DG was reported at 0.78% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.06% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DG stock page 1834 INVESTMENT ADVISORS CO fund profile 1834 INVESTMENT ADVISORS CO full holdings
How 1834 INVESTMENT ADVISORS CO held DG — position size vs. price
% of Fund (quarterly)    DG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 60,105 -1,113 -1.8% 0.78% $6.9M 2026-07-30 $127.50
2026 Q1 REDUCED — — — 61,218 -2,307 -3.6% 0.91% $7.3M 2026-05-14 $104.52
2025 Q4 REDUCED 5.1% -10.2% ✅ 63,525 -3,438 -5.1% 1.06% $8.4M 2026-01-29 $140.39
2025 Q3 ADDED — — — 66,963 +169 +0.3% 0.85% $6.9M 2025-10-31 $97.28
2025 Q2 ADDED — — — 66,794 +277 +0.4% 0.97% $7.6M 2025-07-16 $110.33
2025 Q1 ADDED — — — 66,517 +1,480 +2.3% 0.75% $5.8M 2025-05-09 $89.38
2024 Q4 REDUCED — — — 65,037 -1,771 -2.7% 0.62% $4.9M 2025-01-21 $69.70
2024 Q3 ADDED — — — 66,808 +66,709 +67382.8% 0.66% $5.6M 2024-10-30 $75.89
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DG

As of 2026 Q2 — sorted by position size

Savoir Faire Capital Management, L.P. 4.9% Nexus Investment Management ULC 3Y 7Y 4.17% Sather Financial Group Inc 3Y 7Y 3.88% FOUNDATION RESOURCE MANAGEMENT INC 3Y 7Y 3.83% ACR Alpine Capital Research, LLC 3Y 7Y 2.82% Rare Wolf Capital LLC 1.52% Sage Investment Counsel LLC 1.44% QV Investors Inc. 3Y 7Y 1.42% WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 3Y 1.24% Hudson Canyon Capital Management 1.14%

FAQ About 1834 INVESTMENT ADVISORS CO and DG

These are the practical questions this page is built to answer before you even open the full history table.

How long has 1834 INVESTMENT ADVISORS CO reported owning DG?

1834 INVESTMENT ADVISORS CO reported DG across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported DG position in 1834 INVESTMENT ADVISORS CO's portfolio?

The largest reported portfolio weight for DG was 1.06% in 2025 Q4.

What is the latest reported DG position on this page?

The most recent filing on this page is 2026 Q2, when 1834 INVESTMENT ADVISORS CO reported 60,105 shares, equal to 0.78% of portfolio, with an estimated market value of $6.9M.

What does the chart on this DG ownership page compare?

The chart compares 1834 INVESTMENT ADVISORS CO's quarterly DG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did 1834 INVESTMENT ADVISORS CO time their DG position?

Based on 13F filing dates vs. subsequent DG price moves, 1834 INVESTMENT ADVISORS CO correctly timed 3 out of 8 reported position changes (38%). The annualised alpha on DG relative to SPY over the holding period was +613.5%.

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