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Southpoint Capital Advisors’s DNOW Inc DNOW Stock Holding History

Southpoint Capital Advisors’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
2025
Q4 		– Sell
-805,000
Closed -$12.3M – 40
2025
Q3 		$12.3M Buy
+805,000
New +$12.1M 0.32% 40
2023
Q1 		– Sell
-1,024,311
Closed -$13M – 57
2022
Q4 		$13M Hold
1,024,311
– – 0.34% 48
2022
Q3 		$10.3M Buy
1,024,311
+500,000
+95% +$5.4M 0.28% 38
2022
Q2 		$5.13M Buy
+524,311
New +$5.57M 0.15% 41

Other funds holding DNOW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Southpoint Capital Advisors's DNOW Position: Q4 2025 in Review

Southpoint Capital Advisors sold out of DNOW Inc (DNOW) in Q4 2025, closing a stake of 805,000 shares — an estimated $12.3M sold.

Southpoint Capital Advisors first reported a position in DNOW in Q2 2022 and held it in 4 quarters. The position peaked at $13M in Q4 2022. 308 funds tracked by Wall St. Rank hold DNOW as of Q4 2025.

  • Southpoint Capital Advisors reported no remaining DNOW Inc position as of Q4 2025 after selling out during the quarter.
  • Southpoint Capital Advisors sold 805,000 DNOW Inc shares in Q4 2025, an estimated $12.3M.
  • Southpoint Capital Advisors first reported a position in DNOW Inc in Q2 2022 and held it in 4 quarters.
  • Southpoint Capital Advisors's DNOW Inc position peaked at $13M in Q4 2022.
  • 308 funds tracked by Wall St. Rank held DNOW Inc as of Q4 2025.

Based on Southpoint Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.