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Rewey Asset Management's investment thesis on DNOW Inc. ($DNOW) — Q1 2026 | Buyside Digest

$DNOWNASDAQDNOW Inc.

BULL

Rewey Asset Management—DNOW

Fund Letter

Q1 2026

Published April 15, 2026

$15.21USD

-5.6% vs last month

$11.95Pitched

+27.3% since pitch

Market Cap$2.8B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

We initiated a position in DNOW, Inc. (DNOW), a distributor of energy and industrial products.

— Chip Rewey

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