DNOW

Dnow Inc

5 super-investor ownerscombined $151Mlargest position 0.7%

1 ADD1 TRIM

5 of the 83 super-investors we track hold DNOW, worth a combined $151M per their latest 13F filings. The largest position: Seth Klarman at 0.7% of their portfolio. This quarter the cohort logged 1 buy and 1 sell on the name. Conviction score: 26 of 100 (how strongly the cohort backs it) — ranked #516 of 742 stocks.

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Why super-investors own DNOW

DNOW is held by 5 super-investors in our cohort, with a combined position value of $151M. The highest-conviction owner is Seth Klarman at 0.7% of their portfolio. Cohort ownership has grown from 2 to 5 over the last four quarters — net interest is rising. This quarter the cohort registered 1 added, 1 trimmed.

AI-synthesized from 13F filings. Not investment advice.

Cohort owners over time

2016Q3 → 2026Q2

How many of the cohort members held this stock each quarter.

Now: 5

Peak: 5

Owners (5) · click any column to sort

#↑	Manager	% Port.	History	Value	Shares
1	Greenhaven Associates	0.7%	2q	$56M	4,343,617
2	Richard Pzena	0.1%	3q	$38M	2,893,482
3	Seth Klarman	0.7%	2q	$36M	2,788,000
4	Joel Greenblatt	<0.1%	36q	$13M	992,114
5	First Eagle Investment Management	<0.1%	33q	$8M	599,906