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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
ECM
Engine Capital Management New York $1.03B AUM 4.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Skylands Capital's DNOW Position: Q2 2026 in Review

Skylands Capital increased its DNOW Inc (DNOW) stake by 93% in Q2 2026, buying an estimated $1.1M and bringing the position to 176,700 shares worth $2.29M. The position accounts for 0.28% of the portfolio, ranked #78.

Skylands Capital first reported a position in DNOW in Q4 2025 and has held it in 3 quarters since. 301 funds tracked by Wall St. Rank hold DNOW as of Q2 2026.

  • Skylands Capital held 176,700 shares of DNOW Inc worth $2.29M as of Q2 2026.
  • Skylands Capital bought 85,050 DNOW Inc shares in Q2 2026, an estimated $1.1M.
  • DNOW Inc made up 0.28% of Skylands Capital's portfolio in Q2 2026, its #78 holding.
  • Skylands Capital first reported a position in DNOW Inc in Q4 2025 and has held it in 3 quarters since.
  • 301 funds tracked by Wall St. Rank held DNOW Inc as of Q2 2026.

Based on Skylands Capital's 13F filing for Q2 2026, filed 24 Jul 2026.