Skylands Capital’s DNOW Inc DNOW Stock Holding History

Skylands Capital’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	$1.09M	Buy	91,650 +42,017	+85%	+$569K	0.14%	102
2025 Q4	$658K	Buy	+49,633	New	+$697K	0.09%	112

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

Skylands Capital's DNOW Position: Q1 2026 in Review

Skylands Capital increased its DNOW Inc (DNOW) stake by 85% in Q1 2026, buying an estimated $569K and bringing the position to 91,650 shares worth $1.09M. The position accounts for 0.14% of the portfolio, ranked #102.

Skylands Capital first reported a position in DNOW in Q4 2025 and has held it in 2 quarters since. 316 funds tracked by Wall St. Rank hold DNOW as of Q1 2026.

Skylands Capital held 91,650 shares of DNOW Inc worth $1.09M as of Q1 2026.
Skylands Capital bought 42,017 DNOW Inc shares in Q1 2026, an estimated $569K.
DNOW Inc made up 0.14% of Skylands Capital's portfolio in Q1 2026, its #102 holding.
Skylands Capital first reported a position in DNOW Inc in Q4 2025 and has held it in 2 quarters since.
316 funds tracked by Wall St. Rank held DNOW Inc as of Q1 2026.

Based on Skylands Capital's 13F filing for Q1 2026, filed 22 Apr 2026.