1 tracked superinvestor hold DNOW INC (DNOW), worth $43M combined, led by Seth Klarman. Smart money is accumulating DNOW as of the latest 13F filings.
Current price
$12.84
-5.7%
1Y
Dnow Inc. distributes downstream energy and industrial products for petroleum refining, chemical processing, LNG terminals, power generation utilities, and industrial manufacturing operations in the United States, Canada, and internationally. The company offers its products under the DistributionNOW and DNOW brand names. It provides consumable maintenance, repair, and operating supplies; pipes,…
Market cap
$1.6B
P/E
-17.64
Div yield
0.0%
Revenue YoY
18.8%
Analyst target
$17
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
1
tracked 13F / N-PORT funds
Combined value
$43M
disclosed long exposure
Tier-1 conviction
1
concentrated holders
Net this quarter
+1
1 buying · 0 selling
Smart money is net accumulating DNOW: 1 funds added or opened versus 0 trimming. 1 opened a brand-new position.
DNOW INC (DNOW) is held by 1 tracked funds worth $43M combined, 1 of them concentrated Tier-1 managers whose positions carry real conviction.
The largest position belongs to Seth Klarman at 0.8% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
This quarter 1 fund opened a brand-new position (Seth Klarman), with 0 adding and 0 trimming — a net accumulation signal.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| New buy | 0.8% | $43M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Which superinvestors own DNOW?
1 tracked funds hold DNOW INC (DNOW), the largest being Seth Klarman (Baupost Group) at 0.8% of its 13F portfolio. 1 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling DNOW?
In the most recent 13F quarter, 1 tracked fund added or opened DNOW and 0 trimmed it, including 1 brand-new position.
How much DNOW do tracked funds hold?
Combined disclosed long exposure to DNOW across tracked superinvestors is $43M as of the Mar 2026 filings.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Mar 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.