Which hedge funds own DNOW? DNOW INC, Q2 2026 13F holders
35 tracked hedge funds disclosed a position in DNOW (DNOW INC) in their Q2 2026 13F filings, worth $447.5m in total. The largest holder by portfolio weight is Engine Capital Management, LP at 6.5% of its book. 11 opened a new position this quarter: ACK Asset Management LLC, HighVista Strategies LLC, ExodusPoint Capital Management, LP, AlphaGrep UK Ltd. 19 exited: Medina Value Partners, LLC, Madison Avenue Partners, LP, DG Capital Management, LLC.
- 35
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 11
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 19
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $84.1m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $53.3m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $447m
- Combined value Sum of the holders' reported positions in the security.
- 2.8%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Medina Value Partners, LLC | 3.5% | $16.7m |
| Madison Avenue Partners, LP | 0.7% | $16.3m |
| DG Capital Management, LLC | 0.3% | $685k |
| Atom Investors LP | 0.3% | $4.0m |
| EntryPoint Capital, LLC | 0.2% | $792k |
| Scientech Research LLC | 0.2% | $223k |
| Veradace Capital Management LLC | 0.1% | $119k |
| Edgestream Partners, L.P. | 0.09% | $2.9m |
| Fox Run Management, L.L.C. | 0.07% | $410k |
| Y-Intercept (Hong Kong) Ltd | 0.06% | $3.4m |
| Concentric Capital Strategies, LP | 0.05% | $601k |
| Numerai GP LLC | 0.03% | $331k |
| Polar Asset Management Partners Inc. | 0.02% | $1.0m |
| Jupiter Asset Management Ltd | 0.02% | $4.0m |
| Aquatic Capital Management LLC | 0.02% | $560k |
| Mirabella Financial Services LLP | 0.01% | $132k |
| Boothbay Fund Management, LLC | 0.01% | $388k |
| Schonfeld Strategic Advisors LLC | 0.01% | $695k |
| Freestone Grove Partners LP | 0.0% | $196k |
Ownership over time
Who discovered DNOW first? Beta
| Sourcerock Group LLC | Q2 2021 | +0.8 pts |
| Fairholme Capital Management (Bruce Berkowitz) high conviction | Q4 2015 | +0.8 pts |
| Old West Investment Management, LLC | Q3 2015 | +0.2 pts |
| Cove Street Capital | Q1 2018 | −0.2 pts |
| Laurion Capital Management LP | Q2 2014 | −0.2 pts |
| Quantedge Capital Pte Ltd high conviction | Q1 2025 | −0.4 pts |
| Meritage Group LP | Q2 2014 | −0.6 pts |
| Gates Capital Management, Inc. | Q2 2014 | −0.8 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.