Mountain Lake Investment Management’s DNOW Inc DNOW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q1
Sell
-30,500
Closed -$483K 30
2015
Q4
$483K Sell
30,500
-129,500
-81% -$2.05M 0.35% 22
2015
Q3
$2.37M Buy
160,000
+34,500
+27% +$511K 1.91% 14
2015
Q2
$2.5M Buy
+125,500
New +$2.5M 2.18% 16
2014
Q3
Sell
-22,621
Closed -$819K 44
2014
Q2
$819K Buy
+22,621
New +$819K 0.52% 34