DG β€” Dollar General Corp

Ownership history in RIVERBRIDGE PARTNERS LLC  Β·  18 quarters on record

This page tracks every 13F SEC filing in which RIVERBRIDGE PARTNERS LLC reported a position in Dollar General Corp (DG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.07% (2022 Q4)
πŸ“Š Avg. % of fund
0.03%
πŸ“… First filed
2021 Q2
πŸ“… Last filed
2025 Q3
⏱ Quarters held
18

Position Intelligence

RIVERBRIDGE PARTNERS LLC Γ— DG AI Analytics

πŸ“‰ RIVERBRIDGE PARTNERS LLC underperformed the S&P 500 by –20.8% annually on this DG position. Timing score: 53% (8/15 decisions correct). Average cost basis: $204.43. Maximum drawdown during holding period: –68.2%.

πŸ“ˆ Position Alpha vs SPY
-20.8%
annualised excess return

❌ Significantly underperformed the S&P 500 by 20.8% ann.
17 quarters analyzed

⏱️ Timing Score
53%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
8 of 15 add/trim decisions correct

πŸ’° Entry Quality
$204.43
-50.0% vs current ($102.29)

Best entry: $149.21 (2024 Q1)  Β·  Worst: $219.44 (2021 Q4)

πŸ›‘οΈ Drawdown Resilience
–68.2%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
33%
buy-side decisions

5 adds Β· 10 trims. Bought during 2 of 10 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.01% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    DG price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 4,973 β€” 0% 0.01% $512K $102.29
2025 Q2 UNCHANGED 4,973 β€” 0% 0.01% $569K $112.64
2025 Q1 UNCHANGED 4,973 β€” 0% 0.01% $437K $86.03
2024 Q4 REDUCED 4,973 -11,312 -69.5% 0.01% $376K $73.61
2024 Q3 REDUCED 16,285 -464 -2.8% 0.02% $1.4M $81.53
2024 Q2 REDUCED 16,749 -33 -0.2% 0.03% $2.2M $126.90
2024 Q1 ADDED 16,782 +627 +3.9% 0.03% $2.6M $149.21
2023 Q4 REDUCED 16,155 -1,192 -6.9% 0.03% $2.2M $129.42
2023 Q3 REDUCED 17,347 -305 -1.7% 0.03% $1.8M $100.16
2023 Q2 REDUCED 17,652 -654 -3.6% 0.04% $3.0M $160.17
8 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding DG

As of 2025 Q4 β€” sorted by position size

SEMPER AUGUSTUS INVESTMENTS GROUP LLC 3Y 7Y 14.14% Range Rock Capital, LLC 11.72% Kiltearn Partners LLP 3Y 7Y 9.1% BANYAN CAPITAL MANAGEMENT, INC. 3Y 7Y 6.81% BEDDOW CAPITAL MANAGEMENT INC 3Y 7Y 5.71% ACR Alpine Capital Research, LLC 3Y 7Y 5.44% BAUPOST GROUP LLC/MA 3Y 7Y 5.19% Nexus Investment Management ULC 3Y 7Y 5.15% FOUNDATION RESOURCE MANAGEMENT INC 3Y 7Y 5.06% Savoir Faire Capital Management, L.P. 5.01%
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