Gates Capital Management’s DNOW Inc DNOW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-2,171,360	Closed	-$55.9M	–	25
2014 Q4	$55.9M	Sell	2,171,360 -476,756	-18%	-$12.3M	1.64%	24
2014 Q3	$80.5M	Sell	2,648,116 -70,000	-3%	-$2.13M	2.42%	20
2014 Q2	$98.4M	Buy	+2,718,116	New	+$98.4M	2.63%	20