QV Investors Inc. DG — DOLLAR GENERAL CORP

Ownership history in QV Investors Inc.  ·  5 quarters on record

AI Ownership Summary

QV Investors Inc. reported DOLLAR GENERAL CORP (DG) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 1.91% in 2025 Q2. The latest visible filing shows DG at 1.27% 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.

What this DG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was QV Investors Inc.'s position in DOLLAR GENERAL CORP, 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 Q1

DG was reported at 1.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.91% in 2025 Q2

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

Time in book
Holding Window
2025 Q1 to 2026 Q1

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 QV Investors Inc. fund profile QV Investors Inc. full holdings
How QV Investors Inc. 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 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 132,630 -8,860 -6.3% 1.27% $16K 2026-04-23 $122.06
2025 Q4 ADDED — — — 141,490 +17,800 +14.4% 1.54% $18.8M 2026-01-20 $145.94
2025 Q3 REDUCED 27.2% +33.9% ❌ 123,690 -46,270 -27.2% 1.11% $12.8M 2025-10-30 $98.69
2025 Q2 ADDED — — — 169,960 +27,200 +19.1% 1.91% $19.4M 2025-07-31 $103.34
2025 Q1 INITIATED — — — 142,760 — — 1.27% $12.6M 2025-04-09 $84.31

🏢 Other funds also holding DG

As of 2026 Q1 — sorted by position size

SEMPER AUGUSTUS INVESTMENTS GROUP LLC 3Y 7Y 9.19% Kiltearn Partners LLP 3Y 7Y 8.62% Twin Lions Management LLC 6.73% BANYAN CAPITAL MANAGEMENT, INC. 3Y 7Y 5.96% INKWELL CAPITAL LLC 4.74% Nexus Investment Management ULC 3Y 7Y 4.68% Savoir Faire Capital Management, L.P. 4.45% Sather Financial Group Inc 3Y 7Y 4.22% FOUNDATION RESOURCE MANAGEMENT INC 3Y 7Y 3.79% Huber Capital Management LLC 3Y 7Y 3.28%

FAQ About QV Investors Inc. and DG

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

How long has QV Investors Inc. reported owning DG?

QV Investors Inc. reported DG across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported DG position in QV Investors Inc.'s portfolio?

The largest reported portfolio weight for DG was 1.91% in 2025 Q2.

What is the latest reported DG position on this page?

The most recent filing on this page is 2026 Q1, when QV Investors Inc. reported 132,630 shares, equal to 1.27% of portfolio, with an estimated market value of $16K.

What does the chart on this DG ownership page compare?

The chart compares QV Investors Inc.'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 QV Investors Inc. time their DG position?

Based on 13F filing dates vs. subsequent DG price moves, QV Investors Inc. correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on DG relative to SPY over the holding period was +10.4%.

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