Position in DG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,267,662
+$1,401,814 QoQ
Shares Held
45,762
+40.5% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#272
of 1,127 holders
Holding Since
Mar 2021
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DG Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Phoenix Financial Ltd. holds $20,861,390 across 4 Discount Stores names. DG ranks #3 (25.3% of the industry book) .
All Filings in DG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,267,662 | 45,762 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,865,848 | 32,560 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $4,482,314 | 33,760 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,038,490 | 29,400 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,303,932 | 11,400 | Shares | Defined | 2025-07-30 | |
| 2024-06-30 | $767,859 | 5,807 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $2,601,832 | 16,672 | Shares | Defined | 2024-05-15 | |
| 2023-09-30 | $406,906 | 3,846 | Shares | Defined | 2023-12-04 | |
| 2023-06-30 | $1,142,619 | 6,730 | Shares | Defined | 2023-08-07 | |
| 2021-09-30 | $1,196,257 | 5,639 | Shares | Defined | 2021-10-27 | |
| 2021-03-31 | $1,831,887 | 9,041 | Shares | Defined | 2021-05-10 | |
| No filing history on record for this holder in this stock. | ||||||