David Katz - Matrix Asset Advisors Inc
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    105
Portfolio value:    $1,090,209,468
Holdings Activity Buys Sells    History
Holding/activity history for  Dollar General (3403545Q)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2007   Q3 0 0.00 Sell 100.00% 3.05 SEC
2007   Q2 2,157,161 3.05 Reduce 17.80% 0.71 $21.92 $47,285,000 SEC
2007   Q1 2,624,295 3.98 Reduce 14.97% 0.51 $21.15 $55,504,000 SEC
2006   Q4 3,086,390 3.43 Reduce 6.18% 0.20 $16.06 $49,567,000 SEC
2006   Q3 3,289,805 3.30 Add 38.82% 0.92 $13.63 $44,840,000 SEC
2006   Q2 2,369,895 2.40 Buy 2.40 $13.98 $33,131,000 SEC
2003   Q4 0 0.00 Sell 100.00% 0.88 SEC
2003   Q3 317,555 0.88 Reduce 62.39% 1.50 $20.00 $6,351,000 SEC
2003   Q2 844,402 2.40 Reduce 21.60% 0.56 $18.26 $15,419,000 SEC
2003   Q1 1,076,995 2.60 Add 93.80% 1.26 $12.21 $13,150,000 SEC
2002   Q4 555,715 1.06 Buy 1.06 $11.95 $6,641,000 SEC