Schwerin Boyle Capital Management’s DNOW Inc DNOW Stock Holding History

Schwerin Boyle Capital Management’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	$151K	Hold	12,684	–	–	0.02%	47
2025 Q4	$168K	Sell	12,684 -114	-0.9%	-$1.6K	0.02%	46
2025 Q3	$195K	Sell	12,798 -300	-2%	-$4.53K	0.02%	47
2025 Q2	$194K	Sell	13,098 -2,236	-15%	-$34.1K	0.02%	51
2025 Q1	$262K	Sell	15,334 -654	-4%	-$9.9K	0.03%	52
2024 Q4	$208K	Buy	15,988 +94	+0.6%	+$1.27K	0.02%	53
2024 Q3	$206K	Sell	15,894 -1,206	-7%	-$15.9K	0.02%	53
2024 Q2	$235K	Hold	17,100	–	–	0.02%	50
2024 Q1	$260K	Hold	17,100	–	–	0.03%	51
2023 Q4	$194K	Sell	17,100 -350	-2%	-$3.83K	0.02%	52
2023 Q3	$207K	Sell	17,450 -9,248	-35%	-$103K	0.02%	52
2023 Q2	$277K	Sell	26,698 -750	-3%	-$7.53K	0.03%	47
2023 Q1	$306K	Sell	27,448 -2,858	-9%	-$35.8K	0.03%	44
2022 Q4	$385K	Sell	30,306 -212	-0.7%	-$2.57K	0.04%	46
2022 Q3	$307K	Sell	30,518 -137	-0.4%	-$1.48K	0.03%	47
2022 Q2	$300K	Hold	30,655	–	–	0.03%	47
2022 Q1	$338K	Sell	30,655 -262	-0.8%	-$2.54K	0.03%	48
2021 Q4	$264K	Sell	30,917 -150	-0.5%	-$1.3K	0.02%	48
2021 Q3	$238K	Hold	31,067	–	–	0.02%	48
2021 Q2	$295K	Sell	31,067 -100	-0.3%	-$1.03K	0.02%	47
2021 Q1	$314K	Sell	31,167 -700	-2%	-$6.84K	0.03%	46
2020 Q4	$229K	Hold	31,867	–	–	0.02%	50
2020 Q3	$145K	Sell	31,867 -650	-2%	-$4.93K	0.02%	45
2020 Q2	$281K	Sell	32,517 -3,859	-11%	-$26.5K	0.04%	44
2020 Q1	$188K	Sell	36,376 -275	-0.8%	-$2.48K	0.03%	48
2019 Q4	$412K	Sell	36,651 -1,575	-4%	-$17.6K	0.04%	47
2019 Q3	$438K	Hold	38,226	–	–	0.05%	51
2019 Q2	$564K	Sell	38,226 -150	-0.4%	-$2.15K	0.06%	51
2019 Q1	$536K	Sell	38,376 -425	-1%	-$5.91K	0.06%	54
2018 Q4	$452K	Sell	38,801 -1,506	-4%	-$21.1K	0.06%	57
2018 Q3	$667K	Sell	40,307 -350	-0.9%	-$5.55K	0.07%	56
2018 Q2	$542K	Hold	40,657	–	–	0.06%	57
2018 Q1	$416K	Hold	40,657	–	–	0.05%	62
2017 Q4	$448K	Sell	40,657 -2	-0%	-$23	0.05%	61
2017 Q3	$562K	Sell	40,659 -1,075	-3%	-$14.7K	0.06%	58
2017 Q2	$671K	Hold	41,734	–	–	0.08%	56
2017 Q1	$708K	Sell	41,734 -100	-0.2%	-$1.97K	0.09%	52
2016 Q4	$856K	Sell	41,834 -137	-0.3%	-$2.9K	0.11%	54
2016 Q3	$899K	Sell	41,971 -106	-0.3%	-$2.12K	0.12%	55
2016 Q2	$763K	Sell	42,077 -2,681	-6%	-$47.1K	0.11%	57
2016 Q1	$793K	Sell	44,758 -2,862	-6%	-$44K	0.11%	59
2015 Q4	$753K	Sell	47,620 -100	-0.2%	-$1.71K	0.1%	60
2015 Q3	$706K	Hold	47,720	–	–	0.1%	61
2015 Q2	$950K	Sell	47,720 -387	-0.8%	-$8.85K	0.12%	61
2015 Q1	$1.04M	Hold	48,107	–	–	0.15%	60
2014 Q4	$1.24M	Sell	48,107 -250	-0.5%	-$6.84K	0.17%	57
2014 Q3	$1.47M	Sell	48,357 -1,900	-4%	-$62.2K	0.21%	56
2014 Q2	$1.82M	Buy	+50,257	New	+$1.73M	0.26%	54

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

Schwerin Boyle Capital Management's DNOW Position: Q1 2026 in Review

Schwerin Boyle Capital Management held its DNOW Inc (DNOW) position steady in Q1 2026 at 12,684 shares worth $151K. The position accounts for 0.02% of the portfolio, ranked #47.

Schwerin Boyle Capital Management first reported a position in DNOW in Q2 2014 and has held it in 48 quarters since. The position peaked at $1.82M in Q2 2014. 316 funds tracked by Wall St. Rank hold DNOW as of Q1 2026.

Schwerin Boyle Capital Management held 12,684 shares of DNOW Inc worth $151K as of Q1 2026.
Schwerin Boyle Capital Management left its DNOW Inc share count unchanged in Q1 2026.
DNOW Inc made up 0.02% of Schwerin Boyle Capital Management's portfolio in Q1 2026, its #47 holding.
Schwerin Boyle Capital Management first reported a position in DNOW Inc in Q2 2014 and has held it in 48 quarters since.
Schwerin Boyle Capital Management's DNOW Inc position peaked at $1.82M in Q2 2014.
316 funds tracked by Wall St. Rank held DNOW Inc as of Q1 2026.

Based on Schwerin Boyle Capital Management's 13F filing for Q1 2026, filed 14 May 2026.