Caerus Investment Advisors, LLC
Position in DG — Dollar General Corp
CIK 1862682
WEST LAKE HILLS, TX
Position in DG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$511,779
-$119,389 QoQ
Shares Held
4,446
-16.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#624
of 1,127 holders
Holding Since
Sep 2025
4 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, 2026Caerus Investment Advisors, LLC holds $1,806,115 across 3 Discount Stores names. DG ranks #2 (28.3% of the industry book) .
All Filings in DG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $511,779 | 4,446 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $631,168 | 5,316 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $1,179,130 | 8,881 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $593,435 | 5,742 | Shares | Sole | 2025-11-20 | |
| No filing history on record for this holder in this stock. | ||||||