Patten Group, Inc.

Position in DG — Dollar General Corp

CIK 1633207 CHATTANOOGA, TN

Position in DG

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$512,123

+$34,117 QoQ

Shares Held

4,449

+10.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#623

of 1,127 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Patten Group, Inc. holds $4,781,202 across 4 Discount Stores names. DG ranks #3 (10.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc.	28,801	$3,262,000
2	BJ	BJ's Wholesale Club Holdings, Inc.	8,908	$776,955
3	DG	Dollar General Corp This page	4,449	$512,123
4	COST	Costco Wholesale Corp /New	246	$230,124

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$512,123	4,449	+10.5%	Shares	Sole	2026-08-06
2026-03-31	$478,006	4,026	+12.5%	Shares	Sole	2026-04-24
2025-12-31	$475,051	3,578	-5.5%	Shares	Sole	2026-01-23
2024-09-30	$320,097	3,785	-45.7%	Shares	Sole	2024-10-08
2024-06-30	$921,510	6,969	-7.9%	Shares	Sole	2024-07-25
2024-03-31	$1,181,374	7,570	+4.7%	Shares	Sole	2024-04-17
2023-12-31	$982,646	7,228	-15.5%	Shares	Sole	2024-01-10
2023-09-30	$905,330	8,557	+1.3%	Shares	Sole	2023-10-12
2023-06-30	$1,433,622	8,444	+18.5%	Shares	Sole	2023-07-26
2023-03-31	$1,499,106	7,123	+2.4%	Shares	Sole	2023-04-06
2022-12-31	$1,712,176	6,953	+7.0%	Shares	Sole	2023-02-10
2022-09-30	$1,558,370	6,497	+2.5%	Shares	Sole	2022-10-13
2022-06-30	$1,555,844	6,339	+6.2%	Shares	Sole	2022-07-18
2022-03-31	$1,329,323	5,971	+2.6%	Shares	Sole	2022-04-28
2021-12-31	$1,372,530	5,820	+17.6%	Shares	Sole	2022-01-20
2021-09-30	$1,049,456	4,947	+1.5%	Shares	Sole	2021-11-15
2021-06-30	$1,055,117	4,876	-0.3%	Shares	Sole	2021-08-03
2021-03-31	$990,609	4,889	+20.2%	Shares	Sole	2021-04-23
2020-12-31	$855,710	4,069	-4.2%	Shares	Sole	2021-02-02
2020-09-30	$890,675	4,249	+0.4%	Shares	Sole	2020-10-19
2020-06-30	$806,619	4,234	0.0%	Shares	Sole	2020-07-20
2020-03-31	$639,376	4,234	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.