DNOW

DNOW

DNOW

Letters With This Ticker

Quarter Letter Date Fund Name QTD YTD Tickers Keywords/Themes Theme Commentary Pitches Letter
2026 Q1 Apr 28, 2026 Pzena Global Small Cap Focused Value Strategy -0.1% -0.1% AAP, BME.L, CNXC, DNOW, DOUG, EVK.DE, HAS.L, MLKN, MMI, NVST, SAMSY, SPB, TATE.L, TEP.PA Cyclical, global, Recovery, small caps, turnaround, value
2026 Q1 Apr 15, 2026 Rewey Asset Management 9.2% 9.2% DNOW, HBAN, KD, UCTT energy, Iran, Regional Banks, Rotation, semiconductors, small caps, value DNOW
KD
UCTT

Pitches With This Ticker

Date Pitch Type Author Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 23, 2026 Fund Letters Rewey Asset Management DNOW Inc. Industrial Distribution Oil & Gas Equipment & Services Bull New York Stock Exchange Cyclical Recovery, data centers, Energy Distribution, ERP Integration, Industrial distribution, Merger Synergies, Oil & Gas
Feb 21, 2026 Seeking Alpha Seeking Alpha DNOW Inc. Energy Oil & Gas Equipment & Services Bull New York Stock Exchange cost savings, DNOW Inc., Energy Sector, ERP implementation, Merger Synergies, MRC Global, New York Stock Exchange, oil and gas, Q4 2025 earnings, Undervalued Stock
Oct 6, 2025 Value Investors Club rustler37 DNOW Inc. Industrials Trading Companies & Distributors NYSE merger synergies, industrial distribution, energy infrastructure, deleveraging, scale economics, MRC integration

BSD Shareholders of DNOW

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025
Manager Name Fund Name Fund AUM Invested Value Portfolio Weight Shares Owned Shares Bought / Sold During Quarter % Bought / Sold During Quarter % of Shares Outstanding Owned
No investor data available.