Position in DG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$19,431,143
+$3,699,418 QoQ
Shares Held
168,805
+27.4% QoQ
Ownership
0.077%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#140
of 1,127 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 69%
Shared 0%
None 31%
Common Shares in DG Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026CSM Advisors, LLC holds $45,153,087 across 4 Discount Stores names. DG ranks #1 (43.0% of the industry book) .
All Filings in DG
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,431,143 | 168,805 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $15,731,725 | 132,500 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $20,267,871 | 152,654 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $14,112,235 | 136,548 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||