SEC 13F Intelligence

Estuary Capital Management LP / DG

Estuary Capital Management LP’s Dollar Gen Corp Position

Does Estuary Capital Management LP own Dollar Gen Corp (DG)? Not currently — the last reported position was 43.5K shares worth $6M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$6M
Q4 2025
Shares
43.5K
% of Portfolio
+1.03%
Quarters Held
9
position exited

Position History DG

Reported value by quarter
Q4 ’23: $16MQ4 ’23Q1 ’24: $26MQ2 ’24: $33MQ2 ’24Q3 ’24: $29MQ4 ’24: $43MQ4 ’24Q1 ’25: $43MQ2 ’25: $41MQ2 ’25Q3 ’25: $49MQ4 ’25: $6MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202543.5K$6M+1.03%
Q3 2025476.4K$49M+8.74%
Q2 2025360.4K$41M+8.04%
Q1 2025488.8K$43M+10.43%
Q4 2024568.6K$43M+12.60%
Q3 2024345.3K$29M+7.83%
Q2 2024247.9K$33M+10.57%
Q1 2024166.4K$26M+10.55%
Q4 2023116.3K$16M+9.56%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Estuary Capital Management LP’s full portfolio or all institutional holders of DG.