First Manhattan’s DNOW Inc DNOW Stock Holding History

First Manhattan’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 Q1	$387K	Buy	+32,463	New	+$439K	﹤0.01%	610
2024 Q2	–	Sell	-4,010	Closed	-$61K	–	828
2024 Q1	$61K	Sell	4,010 -44	-1%	-$531	﹤0.01%	842
2023 Q4	$46K	Sell	4,054 -62	-2%	-$679	﹤0.01%	889
2023 Q3	$48.9K	Buy	4,116 +1	+0%	+$11	﹤0.01%	870
2023 Q2	$42.6K	Hold	4,115	–	–	﹤0.01%	912
2023 Q1	$45.9K	Hold	4,115	–	–	﹤0.01%	925
2022 Q4	$52.3K	Hold	4,115	–	–	﹤0.01%	935
2022 Q3	$41K	Hold	4,115	–	–	﹤0.01%	960
2022 Q2	$40K	Sell	4,115 -1	-0%	-$11	﹤0.01%	1004
2022 Q1	$45K	Hold	4,116	–	–	﹤0.01%	1023
2021 Q4	$35K	Sell	4,116 -5	-0.1%	-$43	﹤0.01%	1060
2021 Q3	$31K	Buy	4,121 +1	+0%	+$8	﹤0.01%	1082
2021 Q2	$39K	Sell	4,120 -1	-0%	-$10	﹤0.01%	1032
2021 Q1	$41K	Buy	4,121 +1	+0%	+$10	﹤0.01%	994
2020 Q4	$29K	Sell	4,120 -1,477	-26%	-$8.31K	﹤0.01%	993
2020 Q3	$25K	Buy	5,597 +109	+2%	+$828	﹤0.01%	997
2020 Q2	$47K	Sell	5,488 -725	-12%	-$4.98K	﹤0.01%	886
2020 Q1	$32K	Sell	6,213 -537	-8%	-$4.84K	﹤0.01%	934
2019 Q4	$75K	Hold	6,750	–	–	﹤0.01%	838
2019 Q3	$77K	Sell	6,750 -156	-2%	-$1.93K	﹤0.01%	837
2019 Q2	$101K	Sell	6,906 -565	-8%	-$8.08K	﹤0.01%	811
2019 Q1	$104K	Sell	7,471 -1,100	-13%	-$15.3K	﹤0.01%	819
2018 Q4	$99K	Buy	8,571 +196	+2%	+$2.74K	﹤0.01%	799
2018 Q3	$138K	Sell	8,375 -210	-2%	-$3.33K	﹤0.01%	784
2018 Q2	$114K	Sell	8,585 -197	-2%	-$2.6K	﹤0.01%	797
2018 Q1	$89K	Sell	8,782 -631	-7%	-$6.88K	﹤0.01%	831
2017 Q4	$103K	Buy	9,413 +631	+7%	+$7.21K	﹤0.01%	844
2017 Q3	$121K	Buy	8,782 +1	+0%	+$14	﹤0.01%	773
2017 Q2	$141K	Hold	8,781	–	–	﹤0.01%	739
2017 Q1	$148K	Hold	8,781	–	–	﹤0.01%	743
2016 Q4	$179K	Sell	8,781 -7	-0.1%	-$148	﹤0.01%	687
2016 Q3	$188K	Buy	8,788 +1	+0%	+$20	﹤0.01%	674
2016 Q2	$159K	Sell	8,787 -287	-3%	-$5.04K	﹤0.01%	718
2016 Q1	$160K	Sell	9,074 -16	-0.2%	-$246	﹤0.01%	698
2015 Q4	$143K	Hold	9,090	–	–	﹤0.01%	729
2015 Q3	$134K	Hold	9,090	–	–	﹤0.01%	745
2015 Q2	$181K	Sell	9,090 -2,110	-19%	-$48.2K	﹤0.01%	707
2015 Q1	$242K	Sell	11,200 -347	-3%	-$8.07K	﹤0.01%	652
2014 Q4	$297K	Hold	11,547	–	–	﹤0.01%	616
2014 Q3	$351K	Sell	11,547 -25	-0.2%	-$819	﹤0.01%	584
2014 Q2	$419K	Buy	+11,572	New	+$398K	﹤0.01%	544

Other funds holding DNOW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ECM

Engine Capital Management New York $828M AUM 6.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

First Manhattan's DNOW Position: Q1 2026 in Review

First Manhattan opened a new position in DNOW Inc (DNOW) in Q1 2026: 32,463 shares worth $387K. The stake represents ﹤0.01% of the portfolio and ranks #610 among its holdings. This is a return to the name: First Manhattan previously reported a position in DNOW as recently as Q1 2024.

First Manhattan first reported a position in DNOW in Q2 2014 and has held it in 41 quarters since. The position peaked at $419K in Q2 2014. 316 funds tracked by Wall St. Rank hold DNOW as of Q1 2026.

First Manhattan held 32,463 shares of DNOW Inc worth $387K as of Q1 2026.
DNOW Inc was a new First Manhattan position in Q1 2026.
DNOW Inc made up ﹤0.01% of First Manhattan's portfolio in Q1 2026, its #610 holding.
First Manhattan first reported a position in DNOW Inc in Q2 2014 and has held it in 41 quarters since.
First Manhattan's DNOW Inc position peaked at $419K in Q2 2014.
316 funds tracked by Wall St. Rank held DNOW Inc as of Q1 2026.

Based on First Manhattan's 13F filing for Q1 2026, filed 15 May 2026.