DNOW
Dnow Inc
5 super-investors hold DNOW worth a combined $102M. The largest position: Seth Klarman at 0.8% of their portfolio. This quarter the cohort logged 2 buys and 0 sells on the name. Cohort Conviction Score: 32 — ranked #317 of 724 scored stocks. Conviction rising: 2 more super-investors hold it than in 2025Q4.
Why super-investors own DNOW
Interest in DNOW is nascent but meaningful: the cohort had zero ownership across the prior seven quarters before two new positions appeared simultaneously in 2026Q1. Seth Klarman leads with a $43M stake representing 0.8% of Baupost's portfolio — the highest concentration in the cohort — while Greenhaven Associates added a $10M position at 0.2%. Legacy holders Richard Pzena ($37M), Joel Greenblatt ($8M), and First Eagle ($4M) round out five total owners, bringing combined exposure to $102M. The sudden, coordinated entry by Klarman and Greenhaven in the same quarter suggests rising interest rather than a slow accumulation trend, though maximum portfolio concentration remains modest at under 1%.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (5) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Seth Klarman | 0.8% | — 1q | $43M | 3,625,000 |
| 2 | Richard Pzena | 0.1% | 2q | $37M | 3,095,315 |
| 3 | Greenhaven Associates | 0.2% | — 1q | $10M | 824,487 |
| 4 | Joel Greenblatt | <0.1% | 36q | $8M | 642,429 |
| 5 | First Eagle Investment Management | <0.1% | 33q | $4M | 353,758 |
Owners of DNOW also hold
Recent activity (2)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Seth Klarman | NEW | 0.8% | +100% | $43M | May 14, 2026 |
| Greenhaven Associates | NEW | 0.2% | +100% | $10M | Apr 6, 2026 |
Long US equity 13F-HR filings only. CUSIP 67011P100. Not investment advice.