Follow-The-Filings

Security · featured owners

DNOW

Dnow Inc. Industrials COM Equity as of 2026 Q2 among managers we track

Bought by 2 featured managers in 2026 Q2 · 2 sold

  • 4 Owners
  • Max 0.7%
  • $138M
  • 2 add 2 reduce

DNOW (Dnow Inc.) is held in 4 featured 13F books as of 2026 Q2. Seth Klarman - Baupost Group is the largest tracked holder by portfolio weight (0.67%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 0.7% (Seth Klarman - Baupost Group) · not free-float ownership

  1. Seth Klarman Reduce 0.67%
  2. Greenhaven Associates Add 0.65%
  3. Richard Pzena Reduce 0.11%
  4. First Eagle Investment Manage... Add 0.01%

Holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

History
Greenhaven Associates 2026 Q2 0.65%, was 0.16% Add +426.8% 4,343,617 $56M History
Richard Pzena - Pzena Investment Management 2026 Q2 0.11%, was 0.12% Reduce −6.5% 2,893,482 $38M History
Seth Klarman - Baupost Group 2026 Q2 0.67%, was 0.85% Reduce −23.1% 2,788,000 $36M History
First Eagle Investment Management 2026 Q2 0.01% Add +69.6% 599,906 $8M History

4 current · options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

SEC filings

Recent issuer filings from EDGAR · 18 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
8-K 5.07 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
DEFA14A Filing Doc
8-K 5.02 Filing Doc
10-K Filing Doc
8-K 2.02,9.01 Filing Doc
8-K/A 9.01 Filing Doc
8-K 1.01,2.01,2.03,5.02,7.01,9.01 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
8-K 8.01 Filing Doc
8-K 5.07 Filing Doc
8-K 8.01 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 6 rows shown

Filed Form Detail Links
4 Period Aug 10, 2026 · 3 forms Filing Doc
4 Period May 20, 2026 · 8 forms Filing Doc
4 Period Mar 12, 2026 Filing Doc
4 Period Feb 23, 2026 · 5 forms Filing Doc
4 Period Feb 20, 2026 · 4 forms Filing Doc
4 Period Feb 7, 2026 Filing Doc

Updated 21 days ago Source: SEC EDGAR submissions All on EDGAR

Financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $2.32B $2.37B $2.82B
Gross profit * $535M $535M $478M
Gross margin * 23.1% 22.5% 17.0%
Net income $247M $81M -$89M
Net margin * 10.6% 3.4% -3.2%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $1.07B $1.03B $2.28B
Total non-current assets * $0.461B $0.593B $1.65B
Total assets $1.53B $1.62B $3.92B
Total current liabilities $418M $442M $974M
Total non-current liabilities * $48M $51M $712M
Total equity $1.06B $1.12B $2.23B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $188M $298M $155M
Cash from investing -$48M -$304M -$590M
Cash from financing -$55M -$33M $339M
Net change in cash $87M -$43M -$92M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

Ownership over time

filing count by report period · click a bar for that quarter’s holders