2
DG
DOLLAR GEN CORP · Consumer Discretionary
Consensus score 2/100 · #166 this quarter · tier-weighted across tracked managers
↑ConfirmedPrice action since filingas of 2026-07-09
vs 50-day avg
+3.9%
21-day momentum
+11.8%
recent volume
0.69×
13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.
S4· DecliningStage Analysis · Weinstein
vs 30-wk avg
-9.5%
30-wk MA slope
+1.4%
rel. strength
-20.5
52-wk range
33%
Declining — below a falling 30-week trend, lagging the market. Weinstein says avoid. Based on the 30-week (150-day) moving average + slope, Mansfield relative strength vs SPY, and volume. Technical read, not advice.
Holders
3
tracked managers
New this Q
0
opened a position
Avg weight
3.4%
of their portfolios
Combined value
$180M
held, at quarter-end
Who’s holding it Q1 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Semper Augustus Concentrated | 9.2% | $77M | TRIM |
| Markel Group Concentrated | 0.9% | $103M | HOLD |
| Ruane Cunniff / Sequoia Quality compounder | 0.0% | $260K | ADD |
Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.