Skylands Capital
DNOW icon

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
Q3 		$2.54M Sell
163,600
-13,100
-7% -$197K 0.33% 75
2026
Q2 		$2.29M Buy
176,700
+85,050
+93% +$1.1M 0.28% 78
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

GA
Greenhaven Associates Purchase, New York $7.96B AUM 5.75% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Fideuram - Intesa Sanpaolo Private Banking
Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return
BOK Financial
BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return
PIM
Pullen Investment Management Bradenton, Florida $209M AUM 23.91% 1-Year Est. Return
Fideuram Asset Management (Ireland)
Fideuram Asset Management (Ireland) Dublin 1 $4.57B AUM 30.36% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Polaris Capital Management
Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return
Fruth Investment Management
Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Skylands Capital's DNOW Position: Q3 2026 in Review

Skylands Capital reduced its DNOW Inc (DNOW) stake by 7.4% in Q3 2026, selling an estimated $197K and leaving 163,600 shares worth $2.54M. The position accounts for 0.33% of the portfolio, ranked #75.

Skylands Capital first reported a position in DNOW in Q4 2025 and has held it in 4 quarters since. 73 funds tracked by Wall St. Rank hold DNOW as of Q3 2026.

  • Skylands Capital held 163,600 shares of DNOW Inc worth $2.54M as of Q3 2026.
  • Skylands Capital sold 13,100 DNOW Inc shares in Q3 2026, an estimated $197K.
  • DNOW Inc made up 0.33% of Skylands Capital's portfolio in Q3 2026, its #75 holding.
  • Skylands Capital first reported a position in DNOW Inc in Q4 2025 and has held it in 4 quarters since.
  • 73 funds tracked by Wall St. Rank held DNOW Inc as of Q3 2026.

Based on Skylands Capital's 13F filing for Q3 2026, filed 21 Oct 2026.