Value-focused investor First Eagle Investment Management significantly increased its position in Dollar General (DG), boosting its share count by over 100% to 9.00 million shares. According to its latest 13F filing, the firm's stake was valued at approximately $1.04 billion as of June 30, 2026, making it a notable holding in its portfolio.
Investors should note that 13F filings reflect positions held at the end of a quarter and are filed with a delay, meaning these trades occurred between April and June 2026. This disclosure comes before Dollar General reported strong second-quarter results in late August, where it beat earnings estimates and raised its full-year guidance, citing balanced growth and margin expansion.