Artisan Value Fund Sold Dollar General (DG) Due to Sustainability Concerns

23 hours ago 1

Soumya Eswaran

Tue, December 30, 2025 astatine 6:05 AM CST 2 min read

Artisan Partners, an concern absorption company, released its “Artisan Value Fund” third-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. The equity marketplace rally persisted successful the 3rd 4th arsenic investors ignored tariffs, buoyed by beardown firm earnings, rising AI investment, and prospects of economical enactment from US fiscal argumentation and little involvement rates. Against this backdrop, the fund’s Investor Class ARTLX, Advisor Class APDLX, and Institutional Class APHLX returned 0.83%, 0.91%, and 0.90%, respectively, successful the 3rd 4th compared to a 5.33% instrumentality for the Russell 1000 Value Index. In addition, you tin cheque the apical 5 holdings of the money to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, Artisan Value Fund highlighted stocks specified arsenic Dollar General Corporation (NYSE:DG). Dollar General Corporation (NYSE:DG) is simply a discount retailer that provides assorted merchandise products. The one-month instrumentality of Dollar General Corporation (NYSE:DG) was 24.98%, and its shares gained 81.38% of their worth implicit the past 52 weeks. On December 29, 2025, Dollar General Corporation (NYSE:DG) banal closed astatine $137.52 per share, with a marketplace capitalization of $30.27 billion.

Artisan Value Fund stated the pursuing regarding Dollar General Corporation (NYSE:DG) successful its 3rd 4th 2025 capitalist letter:

"In summation to selling Cigna, we exited Dollar General Corporation (NYSE:DG), a discount retailer, successful favour of amended opportunities. While Dollar General is showing advancement connected improving its business, we inactive person concerns astir the sustainability of its turnaround successful the look of pugnacious contention and a anemic little income consumer."

Long-Term Growth Opportunities for Dollar General Corporation (DG) successful the Retail Dividend Stocks Space

Dollar General Corporation (NYSE:DG) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 54 hedge money portfolios held Dollar General Corporation (NYSE:DG) astatine the extremity of the 3rd quarter, compared to 55 successful the erstwhile quarter. While we admit the imaginable of Dollar General Corporation (NYSE:DG) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

In another article, we covered Dollar General Corporation (NYSE:DG) and shared the database of stocks Jim Cramer discussed. In addition, delight cheque retired our hedge money capitalist letters Q3 2025 page for much capitalist letters from hedge funds and different starring investors.