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Author: dealraker ✶  😊 😞
Number: of 201 
Subject: The Bloom may be on the rose
Date: 11/14/2024 7:49 PM
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No. of Recommendations: 4
He's not someone I am interested in as far as anything related to investing but he is quite popular with many here on the various shrewd threads. In any event he's loaded to the gills now with the dollar stores including DG. He began buying at more than double today's price so...

https://www.dataroma.com/m/holdings.php?m=SA
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Author: Rebus   😊 😞
Number: of 201 
Subject: Re: The Bloom may be on the rose
Date: 11/15/2024 12:14 PM
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No. of Recommendations: 1
Seth Klarman's Baupost Group is now reporting a position in DG.
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Author: Lear ✶🐝  😊 😞
Number: of 201 
Subject: Re: The Bloom may be on the rose
Date: 11/15/2024 2:54 PM
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I find the Klarman position interesting. He had bought a minor (for him) position in Q2 2023 (before a big drop), bought 3x as minor shares in Q3, and then exited the 927 000 share position in Q4. Pat Dorsey also did a Q3 buy and Q4 sell.

He's now come in heavy with 2.3 million shares (reported price of $84.57), for a new position of 5.56% of Baupost's total portfolio.

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