PZENA INVESTMENT MANAGEMENT LLC

Position in DNOW — DNOW Inc.

CIK 1027796 NEW YORK, NY

Position in DNOW

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$37,528,461

+$663,260 QoQ

Shares Held

2,893,482

-6.5% QoQ

Ownership

1.60%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#18

of 300 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 73% Shared 0% None 27%

Industrials · as of Jun 30, 2026

PZENA INVESTMENT MANAGEMENT LLC holds $159,130,331 across 4 Industrial Distribution names. DNOW ranks #3 (23.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	REZI	Resideo Technologies, Inc.	2,423,881	$52,458,366
2	MSM	Msc Industrial Direct Co Inc	373,664	$44,447,332
3	DNOW	DNOW Inc. This page	2,893,482	$37,528,461
4	WCC	Wesco International Inc	71,494	$24,696,172

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$37,528,461	2,893,482	-6.5%	Shares	Sole	2026-08-07
2026-03-31	$36,865,201	3,095,315	-25.6%	Shares	Sole	2026-04-24
2025-12-31	$55,134,959	4,161,129	—	Shares	Sole	2026-02-06
No filing history on record for this holder in this stock.