BAUPOST GROUP LLC/MA

Position in DNOW — DNOW Inc.

CIK 1061768 BOSTON, MA

Position in DNOW

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$43,173,750

New position

Shares Held

3,625,000

first reported quarter

Ownership

1.99%

of shares outstanding

% of Portfolio

0.93%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Industrials · as of Mar 31, 2026

BAUPOST GROUP LLC/MA holds $772,789,918 across 3 Industrial Distribution names. DNOW ranks #3 (5.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WCC	Wesco International Inc	1,436,881	$393,159,379
2	FERG	Ferguson Enterprises Inc. /DE/	1,442,411	$336,456,789
3	DNOW	DNOW Inc. This page	3,625,000	$43,173,750

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$43,173,750	3,625,000	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.