Position in DG
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$3,867,465
+$748,666 QoQ
Shares Held
33,598
+27.9% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#311
of 1,127 holders
Holding Since
Jun 2023
6 quarters on record
Voting authority
Sole 37%
Shared 0%
None 63%
Common Shares in DG Over Time
Shares Held
Position Value (USD)
Derivatives in DG
reported options exposure · as of Jun 30, 2023CallValue
$0
CallShares
0
PutValue
$254,670
PutShares
1,500
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026SteelPeak Wealth, LLC holds $38,549,445 across 4 Discount Stores names. DG ranks #3 (10.0% of the industry book) .
All Filings in DG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,867,465 | 33,598 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $3,118,799 | 26,268 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $321,834 | 2,424 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $241,839 | 2,340 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,743,633 | 23,987 | Shares | Sole | 2025-07-23 | |
| 2023-06-30 | $254,670 | 1,500 | Put | Sole | 2023-08-03 | |
| No filing history on record for this holder in this stock. | ||||||