Rheos Capital Works Inc.

Position in DG — Dollar General Corp

CIK 1735445 Tokyo, M0

Position in DG

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$4,028,850

-$126,700 QoQ

Shares Held

35,000

0.0% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#306

of 1,127 holders

Holding Since

Jun 2023

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Rheos Capital Works Inc. holds $77,902,535 across 4 Discount Stores names. DG ranks #4 (5.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BJ	BJ's Wholesale Club Holdings, Inc.	550,000	$47,971,000
2	OLLI	Ollie's Bargain Outlet Holdings, Inc.	270,000	$20,757,600
3	COST	Costco Wholesale Corp /New	5,500	$5,145,085
4	DG	Dollar General Corp This page	35,000	$4,028,850

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,028,850	35,000	0.0%	Shares	Sole	2026-08-07
2026-03-31	$4,155,550	35,000	-30.0%	Shares	Sole	2026-05-08
2023-06-30	$8,489,000	50,000	—	Shares	Sole	2023-08-02
No filing history on record for this holder in this stock.