InvestorLens

DNOW — DNOW INC

Public company

Sign in to save5 tracked investors reported this
For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying DNOW?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
67
Institutional Conviction
Mixed · 2 buying vs 1 selling last quarter
53
Macro Tailwind
Macro conditions are mixed for this sector
55
Why? — Evidence & Confidence ▾

Of 3 tracked investors who changed their DNOW position last quarter, 2 bought and 1 sold (67% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 55/100 in a Squeeze regime).

Supporting evidence
  • +2 tracked investors added or increased positions last quarter (Steve Cohen, Paul Tudor Jones)
  • +5 tracked investors reported holding DNOW at their latest filing
  • +Macro Health is 55/100 in a Squeeze regime — historically acceptable for this sectorsource
Contradicting evidence — always shown
  • −1 tracked investor reduced or exited last quarter (1 reduced, 0 sold out)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 8/20/2026.

About DNOW INC (DNOW)

DNOW INC (DNOW) appears in the most recent 13F filings of 5 tracked institutional investors. The largest disclosed position is held by Seth Klarman (Baupost Group), valued at $43M. Across recent filings, tracked investors recorded 7 new positions, 2 increased, 3 reduced, and 4 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in DNOW

56
/100
Mixed Activity
Added / Increased9
Reduced3
Exited4
BearishBullish
Crowded Trade Score™

How many top investors track DNOW

33
/100
Emerging Interest
5investors

A small number of top investors own this.

UndiscoveredCrowded
151015+

DNOW Ownership Composition

How DNOW INC is held across tracked investor types, based on reported 13F positions.

Dominant Type
Value & Distressed
51% of tracked value
Institutions
5
tracked investors
Total Reported
$70.9M
combined 13F value
Types3
  • Value & Distressed51.0%
  • Multi-Strategy / Quant47.6%
  • Macro1.5%
Value & Distressed(1)
51.0%
Multi-Strategy / Quant(3)
47.6%
Macro(1)
1.5%

Tracked investors currently reporting DNOW

1 tracked investor has since exited this position — listed separately below.

  • Seth KlarmanJun 30, 2026
    Baupost Group
    Shares
    2.8M
    Value
    $36.2M
    % Portfolio
    0.67%
  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    1.6M
    Value
    $21.1M
    % Portfolio
    0.00%
  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    934.6K
    Value
    $12.1M
    % Portfolio
    0.00%
  • Paul Tudor JonesJun 30, 2026
    Tudor Investment Corp
    Shares
    79.6K
    Value
    $1M
    % Portfolio
    0.00%
  • Steve CohenJun 30, 2026
    Point72 Asset Management
    Shares
    36K
    Value
    $466.9K
    % Portfolio
    0.00%

Previously held DNOW

These investors reported DNOW in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
Ray DalioBridgewater Associates12.1K$166.5KJun 30, 2024

Recent activity

Frequently asked questions

How many institutional investors hold DNOW?
5 tracked institutional investors disclosed a position in DNOW (DNOW INC) in their most recent 13F filing.
Who is the largest institutional holder of DNOW?
Seth Klarman, Baupost Group, holds the largest disclosed position in DNOW, valued at $43M.
Did institutional ownership of DNOW increase or decrease?
Across recent 13F filings, tracked investors recorded 7 new positions, 2 increased, 3 reduced, and 4 fully exited DNOW.
Where does this DNOW ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.