Position in DG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$6,527,772
+$419,589 QoQ
Shares Held
56,709
+10.2% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#232
of 1,127 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DG Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Atria Investments, Inc holds $47,448,413 across 7 Discount Stores names. DG ranks #3 (13.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMT |
Walmart Inc.
|
232,581 | $26,342,124 | |
| 2 | COST |
Costco Wholesale Corp /New
|
11,636 | $10,885,128 | |
| 3 | DG |
Dollar General Corp
This page
|
56,709 | $6,527,772 | |
| 4 | BJ |
BJ's Wholesale Club Holdings, Inc.
|
24,809 | $2,163,840 | |
| 5 | OLLI |
Ollie's Bargain Outlet Holdings, Inc.
|
12,498 | $960,846 | |
| 6 | PSMT |
Pricesmart Inc
|
1,538 | $300,432 | |
| 7 | TBBB |
Bbb Foods Inc
|
6,438 | $268,271 |
All Filings in DG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,527,772 | 56,709 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $6,108,183 | 51,446 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $10,191,823 | 76,763 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $11,215,128 | 108,516 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $12,777,961 | 111,715 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $10,877,644 | 123,708 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $8,164,979 | 107,689 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,418,577 | 16,774 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $2,906,018 | 21,977 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,556,672 | 35,606 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $3,974,226 | 29,233 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,757,359 | 26,062 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $6,061,825 | 35,704 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $9,243,824 | 43,922 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $10,488,526 | 42,593 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $9,643,811 | 40,206 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $9,947,683 | 40,530 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $9,064,603 | 40,716 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $11,061,606 | 46,905 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $10,050,981 | 47,379 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $9,657,269 | 44,629 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $7,298,777 | 36,022 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $9,854,658 | 46,860 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $9,064,597 | 43,243 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $13,202,724 | 69,302 | Shares | Sole | 2020-09-22 | |
| No filing history on record for this holder in this stock. | ||||||