Edgar Wachenheim’s DNOW Inc DNOW Stock Holding History

Edgar Wachenheim’s Portfolio DNOW Stock Details DNOW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$56.3M	Buy	4,343,617 +3,519,130	+427%	+$45.7M	0.65%	19
2026 Q1	$9.82M	Buy	+824,487	New	+$11.2M	0.16%	19

Other funds holding DNOW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

ECM

Engine Capital Management New York $1.03B AUM 4.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Edgar Wachenheim's DNOW Position: Q2 2026 in Review

Edgar Wachenheim increased its DNOW Inc (DNOW) stake by 427% in Q2 2026, buying an estimated $45.7M and bringing the position to 4,343,617 shares worth $56.3M. The position accounts for 0.65% of the portfolio, ranked #19.

Edgar Wachenheim first reported a position in DNOW in Q1 2026 and has held it in 2 quarters since. 300 funds tracked by Wall St. Rank hold DNOW as of Q2 2026.

Edgar Wachenheim held 4,343,617 shares of DNOW Inc worth $56.3M as of Q2 2026.
Edgar Wachenheim bought 3,519,130 DNOW Inc shares in Q2 2026, an estimated $45.7M.
DNOW Inc made up 0.65% of Edgar Wachenheim's portfolio in Q2 2026, its #19 holding.
Edgar Wachenheim first reported a position in DNOW Inc in Q1 2026 and has held it in 2 quarters since.
300 funds tracked by Wall St. Rank held DNOW Inc as of Q2 2026.

Based on Greenhaven Associates's 13F filing for Q2 2026, filed 28 Jul 2026.